Account Manager

Gallagher; Town of Florida (NY); On-site; Confidential; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits

Career development

Collaborative culture

Global reach

Job summary

Egis Insurance & Risk Advisors, now a part of Gallagher, seeks an experienced Commercial Lines Account Manager to join our Lake Mary, Florida team. In this client-facing role, you will partner with our service and sales teams to deliver insurance and risk management solutions while growing long-term client relationships.

To succeed you should have a Florida 2-20 license, 4+ years in a commercial insurance agency, strong analytical skills, and proficiency with Excel and Outlook.

Qualifications

• Active Florida 2-20 Property & Casualty License.
• 4+ years of experience in a commercial insurance agency.
• Strong analytical, organizational, and problem-solving skills.
• Excellent written and verbal communication.
• Proficiency in Excel and Outlook.

Responsibilities

• Build and maintain strong client relationships with proactive service.
• Assist clients with policy changes, renewals, invoices, and coverage questions.
• Manage policy administration including new business setup, renewals, online rating, invoicing, audits, and reviews.
• Maintain accurate records within the agency management system.
• Collaborate with clients, carriers, brokers, agency leadership, and internal teams.
• Support client stewardship meetings and onsite client visits.
• Ensure responsive, professional service throughout the client lifecycle.

Skills

Excel

Outlook

Analytical skills

Communication

AMS360

Education

Associate's degree or higher

Tools

AMS360

Job description

At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you’re not just improving clients' risk profiles, you’re building trust. You’ll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you’re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher.

Overview

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. To learn more about Egis Insurance & Risk Advisors, please visit: https://www.egisadvisors.com/. 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.

How You'll Make An Impact

• 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.

About You

Required:

• 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%).

Preferred:

• 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.

Compensation And Benefits

At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.

• Competitive compensation
• Comprehensive benefits programs designed to support your well-being
• Career development opportunities and ongoing learning
• A collaborative, people-first culture with accessible leadership
• The opportunity to do meaningful work with global reach and local impact

At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.

Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)