Account Manager

Gallagher•Lake Mary, FL

2d•Onsite

About The Position

Egis Insurance & Risk Advisors, now a part of Gallagher, is seeking an experienced Commercial Lines Account Manager to join our team in Lake Mary, Florida. In this client-facing role, you will partner closely with our service and sales teams to deliver exceptional insurance and risk management solutions while supporting and growing long-term client relationships. As part of Gallagher, a global leader in insurance, risk management, and consulting, you’ll be joining a team that’s passionate about helping individuals and organizations thrive.

Requirements

Active Florida 2-20 Property & Casualty License.
4+ years of experience working in a commercial insurance agency environment.
Strong analytical, organizational, and problem-solving skills with exceptional attention to detail.
Excellent written and verbal communication skills.
Proficiency in Microsoft Excel and Outlook.
Ability to work independently while contributing to a collaborative team environment.
Strong project management and multitasking capabilities.
Willingness to travel locally as needed for client meetings, presentations, and conferences (less than 5%).

Nice To Haves

Experience working with Public Entities, Self-Insurance Pools, or Risk Management Trusts.
Experience with AMS360 or similar agency management systems.
Associate's degree or higher.
Professional insurance designations such as CPCU, CIC, AAI, ARM, RPLU, or a commitment to pursuing industry certifications.

Responsibilities

Build and maintain strong client relationships by delivering proactive service and innovative insurance solutions.
Assist clients with policy changes, renewals, invoices, and coverage questions while serving as a trusted adviser.
Manage policy administration, including new business setup, renewals, online rating, invoicing, accounts receivable monitoring, audits, contract reviews, and policy reviews.
Maintain accurate and up-to-date records within the agency management system.
Collaborate effectively with clients, carriers, brokers, agency leadership, and internal team members.
Support client stewardship meetings and participate in onsite client visits and risk management walkthroughs.
Ensure responsive, professional service throughout the client lifecycle while identifying opportunities to enhance the client experience.