Assistant Underwriting and Placement Specialist
3 days ago
Poughkeepsie
Job DescriptionDescription: 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 that’s 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, you’re not just joining a company — you’re 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, we’re stronger together. As an Underwriting & Placement Specialist, you’ll 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.Requirements:, • 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. 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. Here’s 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 company’s success., • Collaborative & Engaged Culture: Employee ownership fosters a team-oriented environment where everyone has a stake in the company’s growth and success. MS24