Jobs at Gregory & Appel

Manage commercial insurance client accounts, identify coverage gaps, recommend solutions, support producers with new and renewal business, prepare proposals and quotes, ensure policy accuracy, and handle service requests (certificates, endorsements, audits, cancellations) while delivering prompt, professional client service.

Partner with the Controller and CFO to execute month-end close, maintain the general ledger, perform balance sheet reconciliations, produce variance analysis and management reporting, support budgeting/forecasting and audits, and drive process improvements and financial insight in a GAAP-compliant environment.

Drive new revenue by targeting mid-market and large employers; advise CFOs/CHROs on self-funded and alternative funding strategies, cost containment, pharmacy and clinical risk, and population health. Design multi-year benefits roadmaps, lead consultative discovery, partner with analytics, actuarial, compliance and service teams, and build a retained book of business with long-term growth objectives.

Sell mid-market commercial insurance by prospecting, managing a disciplined pipeline, closing new business, delivering consultative P&C risk solutions, collaborating with operations and carriers, mentoring junior producers, and building market presence.

Lead commercial lines service team to deliver high-quality client service, manage renewals, optimize workflows, ensure compliance and carrier relationships, develop staff, monitor metrics, and drive operational efficiency and retention.

Sell specialty commercial insurance for destination and habitation risks (resorts, hotels, vacation rentals, event venues). Manage full sales lifecycle: prospecting, submissions, marketing accounts, carrier engagement, presentations, binding coverage. Build pipeline, exceed new-business targets, consultatively position tailored P&C solutions, and cross-sell across lines while collaborating with leadership and carriers.

Serve as primary day-to-day contact for employee benefits clients, managing renewals, implementations, carrier relationships, compliance, and project timelines while ensuring accurate documentation and high-quality client service.

Support the full commercial insurance sales lifecycle: prospecting, pipeline management, underwriting data collection, coordinating carrier quotes, preparing proposals, and assisting with presentations and binding coverage to drive new business growth.

Temporary Accounts Payable/Receivable Specialist provides day-to-day AP and AR transactional support during a leave of absence. Responsibilities include processing vendor and carrier invoices, invoicing clients, cash application, commission recording, reconciliations, resolving unapplied or discrepant payments, preparing schedules, supporting collections and carrier statement review, and cross-training. Works within established procedures and escalates issues to senior specialists while maintaining documentation and supporting process improvements.