Assistant Underwriting and Placement Specialist at Marshall and Sterling Inc

Why Join Marshall + Sterling?

As a 100% employee-owned company with roots dating back to 1864, Marshall + Sterling offers the strength of a time-tested organization and the energy of an ownership-driven culture. Guided by our mission to empower clients to predict, prepare for, and preempt risk, we are relentlessly focused on helping people and businesses protect what matters most so they can move forward with confidence. Our vision of creating a future thats safer and more secure drives everything we do.

Innovation is not optional here it's imperative. We constantly seek better, smarter ways to serve our clients and improve as a company. Collaboration is at our core, because we know we are stronger together across teams, with our clients, and in the communities we serve. Our employee-owners are not only valued and empowered, but also directly invested in our collective success. 

At Marshall + Sterling, youre not just joining a company youre joining an inclusive culture built on integrity, impact, and people-first values. Your ideas matter, your growth is prioritized, and your work helps shape a more secure future for all.

This role will be based in our Poughkeepsie or Latham Office.

At Marshall+Sterling, were stronger together. As an Underwriting & Placement Specialist, youll play a key role in supporting our Account Managers by coordinating renewals, managing carrier relationships, and ensuring our clients receive accurate, competitive benefit solutions. 

• Submit daily marketing activity reports and pull monthly renewal lists for assigned Account Managers.
• Request updated rates, benefits, and carrier information quarterly to keep client data current. 
• Maintain organized marketing spreadsheets, carrier comparison tools, and renewal presentations.
• Prepare and send renewal presentations and proposals on behalf of Account Managers
• Assist with quoting and marketing requests to support timely and accurate submissions
• Participate in carrier meetings, staying informed on updates to ensure presentations and plans reflect current offerings. 
• Collaborate with your Manager and team to maintain exceptional client service, compliance, and confidentiality.

• College degree preferred, high school diploma or equivalent required.
• Agency or company background in Employee Benefits.
• Experience and knowledge of Microsoft Office programs especially Excel and PowerPoint.
• Experience with Vertafore a plus.
• Appropriate state insurance licenses and continuing education preferred.
• Works effectively and relates well with others including superiors, colleagues, and individuals inside and outside the company in a professional manner.
• Demonstrated ability to communicate effectively.
• High level of organizational ability with attention to detail.  

Total Rewards Package:

Compensation: $40,000 to $50,000 based on demonstrated sales experience and measurable achievements.  

Benefits: Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more! 

Employee Stock Ownership Program

As a 100% employee-owned company, Marshall+Sterling offers you the unique opportunity to build long-term wealth while growing your career. Heres what makes our ESOP so valuable:

• Long-Term Rewards: The value of your ESOP account grows over time, rewarding your commitment and contributions to the companys success.
• Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the companys growth and      success.
• No Out-of-Pocket Costs: Unlike stock purchase plans, our ESOP is entirely company-funded, meaning you gain equity without any personal investment.

For more information on our culture and benefits, please visit us at : Marshall+Sterling Career 

MS24

Compensation details: 40000-50000 Yearly Salary

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