Gregory & Appel→
Account Manager, Commercial Lines at Gregory & Appel · Indianapo…
Skills
Job Description
Apply
Job Type
Full-time
Description
Please note: This role may be based in our Indianapolis, IN office, and also open to remote U.S. states that the company is already registered
Are you a detail-oriented insurance professional who thrives on building client relationships and delivering outstanding service? At Gregory & Appel, we are looking for a Commercial Lines Account Manager (AM) to join our team. This is a great opportunity to work alongside top industry leaders, support meaningful clients, and advance your career with a company that invests in you and your community.
As a Commercial Lines Account Manager, you will play a vital role on our team in helping clients protect what matters most.
Requirements
Primary Responsibilities:
Manage client accounts on our commercial lines business
Support Producers and Program Leaders with new and renewal business, including the preparation of proposals, quotes, renewal materials, and accurate policy and program documentation.
Manage day-to-day account service needs, including certificates, endorsements, audits, policy changes, billing inquiries, and other client or program-related requests, while coordinating with carriers, program managers, and internal partners as needed.
Deliver a high level of proactive, responsive, and professional service by building strong client relationships, communicating program requirements and key deadlines, and ensuring timely follow-through on account needs.
Experience and Skills:
Property & Casualty license and 3+ years of commercial insurance service experience
Strong knowledge of insurance products, markets, and underwriting
Excellent communication, organization, and client service skills
Professional designations (CIC, CPCU, CRM, CISR, ARM) preferred
Applied Epic experience strongly preferred but not a deal breaker