Marshall & Sterling Inc logo
Marshall & Sterling Inc1 week ago

Assistant Account Manager

$57,500–$62,500 year

Hybrid · Latham, New York, United States

Type
Full Time
Level
Mid Level
Education
License Or Certification
Company size
Unknown

Job Summary

Assistant Account Manager supports the Employee Benefits team as a key client and internal contact from onboarding through renewal, managing benefit enrollments, policy changes, renewals, and account documentation; supports open enrollment meetings and client presentations; reviews policies for accuracy and maintains agency management systems; processes claims and maintains detailed client and carrier communications; identifies opportunities to enhance client value through additional services.

Required Qualifications

  • 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
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$58k – $63k / yr

Assistant Account Manager · Marshall & Sterling Inc

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