Account Manager

Lake Mary · Hybrid

About this role

Introduction

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.

 

#LI-CS4

 


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)

Company at a glance

About Gallagher Bassett

We are the leading provider of claims and risk management services, helping people and companies prevent, manage and overcome the impact of risk. Our team of experienced professionals understands the nuances of your business and always delivers the outcomes that matter most to your organization.

Our story is one of strategic decision making, innovation, commitment to quality, and delivering excellent service. With these, Gallagher Bassett provides a unique suite of claims management and related consulting and technical services.

Gallagher Bassett introduced the Third-Party Claims Administrator (TPA) model to the local insurance industry. As pioneers in this fast-growing sector, we continue to set the benchmark for quality, customer service, and TPA systems across all insurance sectors.

We have operations in the United States, Australia, and the United Kingdom.

Being part of a global organization gives us an advantage in technology, processes, personnel, and consulting services. This combination of global reach and local market expertise enables us to quickly and accurately assess any situation and provide an optimal solution. Our clients can rest assured that we fully understand their needs and are equipped to act whenever, wherever, and however required.

Founded1962
Team Size5,001-10,000 employees
WorkspaceHybrid
IndustryInsurance
Location
Lake Mary, Florida, United States

Top Benefits

  • Competitive compensation
  • Comprehensive benefits programs
  • Career development opportunities
  • Ongoing learning

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