Account Manager

Egis Insurance & Risk Advisors, is seeking an experienced Commercial Lines Account Manager to join our team in Lake Mary, Florida. In this role, you will work closely with our client services and sales teams to deliver exceptional risk management solutions to our growing client base.

• Build meaningful relationships with clients while providing them with impactful solutions
• High visibility to Senior Leadership – work alongside both Client Services and Agency Leadership who prioritize your learning and development
• Opportunity for upward movement on our client services team
• Hybrid flexibility will be considered for qualified candidates
• Delivering outstanding client service by helping clients with policy changes, renewals, invoices, and navigate resources within our Agency / Program. 
• Maintain client insurance policy administrative processes, including tracking, renewals, new policy set-up, online rating, invoicing, accounts receivables monitoring, audit and contract review, and policy review.
• Keep current, accurate information in the agency management system.
• Develop and maintaining positive, productive relationships with customers, carriers, brokers, coworkers, managers.
• Assisting in office projects, attend site visits, and presentations to the clients.

Required: Bachelor's degree with 3+ years client service and/or claims management experience -OR- High School degree/GED with 8+ years client service and/or claims management experience. Producer's License. Ability to travel up to 25% of the time. Proficiency in Microsoft Office. Appropriate licensing as required.
Preferred: Previous insurance knowledge and experience managing client relationships. 

• Florida 2-20 License required
• 4+ years of experience with a commercial insurance agency preferred
• Experience working with Public Entities, Self-Insurance Pools or Trusts is a plus
• AMS360 or similar software experience a plus
• 2-year college degree or greater is desired
• CPCU, CIC, AAI, ARM, RPLU or similar professional insurance designations a plus with a desire to obtain future designations preferred
• Strong analytical, problem-solving, and organizational skills with attention to detail
• Excellent verbal and written communication skills
• Ability to work independently and as an integral member of the Egis Account Management team
• Capable of managing multiple projects simultaneously
• Ability and willingness to travel (less than 5%) as needed for client meetings, presentations, and local conferences

We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. 

Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:

• Medical/dental/vision plans, which start from day one!
• Life and accident insurance
• 401(K) and Roth options
• Tax-advantaged accounts (HSA, FSA)
• Educational expense reimbursement
• Paid parental leave

Other benefits include:

• Digital mental health services (Talkspace)
• Flexible work hours (availability varies by office and job function)
• Training programs
• Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
• Charitable matching gift program
• And more...

**The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.

We value inclusion and diversity

Click Here to review our U.S. Eligibility Requirements

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.

Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.