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
Skills Required
- Property & Casualty license
- 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)
- Applied Epic experience
What We Do
Gregory & Appel is a fiercely independent risk management advisor, proactively guiding people and businesses through the complexities of insurance and employee benefits with smart, future-focused solutions. Now in their second century, Gregory & Appel professionals are forward thinking and offer strategic resources to protect their clients' assets and human capital while minimizing risk and ensuring business sustainability.
