Assistant Account Manager
Marshall+Sterling is a 100% employee-owned company committed to empowering clients to manage risk effectively. The Assistant Account Manager supports the Employee Benefits team by acting as a key contact for clients, managing benefit plan administration, and enhancing client relationships.
Responsibilities
- Serve as a primary contact for clients and carriers, ensuring timely and solution-focused service
- Manage benefit enrollments, policy changes, renewals, and account documentation
- Support and participate in open enrollment meetings and client presentations
- Review policies for accuracy and maintain agency management systems
- Process claims and maintain detailed client and carrier communications
- Identify opportunities to enhance client value through additional services
Skills
- NYS Life & Health License required
- Experience in employee benefits insurance and policy administration
- Strong proficiency in Microsoft Office and agency systems; comfortable leveraging AI tools to improve efficiency
- Experience supporting renewals and open enrollment processes
- Professional, client-facing communication skills
- Strong understanding of compliance and documentation standards
- Commitment to staying current on industry and regulatory updates
Company Overview
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