Jobs at Gregory & Appel

Owns Applied Epic as the company-wide enterprise business system, overseeing governance, configuration, workflows, data quality, reporting, integrations, security, testing, releases, training, adoption, and continuous improvement. Translates cross-functional business needs into scalable solutions, manages the platform roadmap and change control, supports migrations and acquisitions, and partners with Operations, Accounting, IT, leadership, Applied Systems, and vendors to maintain system integrity and business value.

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.

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.