Teams at Gregory & Appel

Leads Commercial Lines and Private Client Account Coordination teams, overseeing staffing, service delivery, quality, performance, training, talent development, and operational improvement. Partners with Commercial Leadership and cross-functional teams to manage risks, optimize workflows, support technology initiatives, and maintain exceptional client service. Provides direct production support during peak workloads or staffing shortages.

Leads and develops an internal insurance service team supporting alternative risk and captive programs. Responsibilities include people leadership, workload and resource management, process improvement, quality assurance, performance measurement, compliance and financial reporting coordination, technology adoption, budgeting, and cross-functional collaboration. The role ensures accurate, timely delivery of captive program requirements while building accountable, high-performing teams and translating organizational priorities into effective operational plans.

Manages executive administrative support and office operations, including calendars, meetings, events, facilities, vendors, purchasing, budgets, records, mail, onboarding, and confidential information. Coordinates special projects, improves workflows, supports insurance-related administrative inquiries, and serves as a central liaison for executives, employees, clients, vendors, and partners. Requires sound judgment, discretion, organization, strong communication, and independent problem-solving. Public notary commissioning and a background check are required.