Account Manager

Egis Insurance & Risk Advisors is actively seeking a skilled and experienced Commercial Lines Account Manager to join our dynamic team in Boca Raton, Florida. In this client-facing role, you will collaborate closely with our client services and sales teams to deliver exceptional risk management solutions to our expanding client base.

What You'll Do

• Build and maintain strong, meaningful relationships with clients, providing them with impactful solutions and expert guidance on their commercial insurance needs.
• Work closely with Senior Leadership, Client Services, and Agency Leadership to enhance your skills and contribute to client success.
• Provide proactive support and personalized service to clients, ensuring their risk management requirements are met with efficiency and professionalism.
• Collaborate with internal teams to coordinate the delivery of services and solutions that exceed client expectations.
• Take on a high-visibility role within the organization, with opportunities for career growth and upward mobility within the client services team.
• Deliver outstanding client service by assisting clients with policy changes, renewals, billing questions and much more
• Implement 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
• Manage and process certificates of insurance and auto identification cards for clients
• Maintain current and accurate policy information in the agency management system
• Develop and maintain positive and productive relationships with customers, insurance carriers, brokers, coworkers and managers
• Assist with office projects and presentations as needed
  
  

What You'll Need

• Florida 2-20 License required
• 5 years of commercial lines experience with a commercial insurance agency preferred
• AMS360 software experience and Microsoft excel proficiency a plus
• Minimum 2-year college degree is preferred
• 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.

• Experience working with Public Entities, Self-Insurance Pools or Trusts is a plus
  
  

What's in it For You?

To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:  

• Competitive base salary  
• Generous 30 Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
• Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options   
• Company match 401(k) plan – 50% up to 6%!  
• Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers   
• Opportunity to prioritize your mental health with 24/7 access to licensed therapists  
• Pet benefits & discounts   
• Hybrid flexibility will be considered for qualified candidate
  
  

Grow, with us

Accretive is a collection of elite specialty and wholesale agencies supported by experienced industry leaders. Our expertise is broad, and our innovative culture runs deep. We value relationships above all else and consistently deliver best in class customized solutions and service you can trust.

Accretive is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive. We are proud to be one of the largest brokers in the country, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.

Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us. Accretive is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. Accretive is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!