Marshall & Sterling is among the largest privately owned insurance agencies in the United States.

Finance

Insurance

Marshall & Sterling Enterprises

Marshall & Sterling Enterprises' headquarters in Poughkeepsie, NY, United States

Tim Dean

Kathy Haase

Greg Townsend

Frank Smith Cpa, Vp

Mike Dombrowski

Lisa Dalleo-Tyner

The Sales and Account Management team at Marshall & Sterling Enterprises is responsible for driving new business growth and maintaining client relationships within the insurance sector. This team includes roles like Sales Executives and Account Managers who collaborate to provide comprehensive insurance solutions, address customer needs, and ensure client satisfaction. They work across various insurance domains, including commercial property, casualty, employee benefits, and personal lines, facilitating tailored services to meet diverse client requirements.

Sales and Account Management

The Leadership Team at Marshall & Sterling Enterprises is responsible for setting strategic direction, overseeing company operations, driving sales initiatives, managing key relationships with carriers and clients, and ensuring financial stability. This team of senior executives collaborates to achieve business goals and maintain the company's status as a leading insurance agency in the U.S.

Leadership Team

The Customer Service team at Marshall & Sterling Enterprises handles a broad range of client inquiries and issues, ensuring client satisfaction across various insurance sectors such as Commercial Lines, Personal Lines, Construction, and Equine. Team members provide tailored support, manage accounts, process documentation, and address customer concerns to maintain a high level of service and effective client communication.

Customer Service

The Managers and Directors team at Marshall & Sterling Enterprises oversees the strategic and operational functions of various departments, ensuring efficiency and alignment with the company's goals. They manage software applications, personal and commercial insurance lines, claims and bonds, sales, finance, account operations, acquisitions, and wealth advisory services, driving growth and enhancing client satisfaction.

Managers and Directors

The Marketing Team at Marshall & Sterling Enterprises works to develop and execute strategic marketing plans to promote the company's insurance services. They manage branding, advertising, digital marketing, and client engagement efforts to drive business growth and enhance the company's market presence. This includes creating content, analyzing market trends, and coordinating marketing campaigns.

Marketing Team

The People Operations and Communications team at Marshall & Sterling Enterprises focuses on managing employee relations, compliance, and engagement. They handle human resources compliance and analytics, internal communications, and diversity, equity, and inclusion initiatives to foster a positive work environment and enhance organizational culture.

Marshall & Sterling Enterprises

Org chart

Teams

Sales and Account Management

Leadership Team

Customer Service

Managers and Directors

Marketing Team

People Operations and Communications

Offices

Marshall & Sterling Enterprises

Org chart

Teams

Sales and Account Management

Leadership Team

Customer Service

Managers and Directors

Marketing Team

People Operations and Communications

Offices

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