Account Manager, Personal Lines

Gregory & Appel; Indianapolis (IN); Vor Ort; USD 55.000 - 85.000; Vollzeit

Zusammenfassung

Gregory & Appel, an Indianapolis-based independent insurance agency, is seeking an Account Manager to oversee day-to-day client service and serve as the operational owner of the client experience. You will partner with Producers, Account Executives, and internal partners to support new business, renewals, implementations, and ongoing service.

The ideal candidate combines strong insurance knowledge with exceptional organization, communication, and problem-solving skills, takes ownership, and

Qualifikationen

• Minimum 3 years of insurance experience in account management or client service.
• Active P&C license is required.
• Experience with Private Client is preferred.
• Strong knowledge of insurance products, coverage, markets, and underwriting.
• Proven ability to manage a diverse book of business.

Aufgaben

• Serve as the primary day-to-day contact for assigned clients and build relationships with clients, carriers, vendors, and internal partners.
• Respond to client requests involving coverage, billing, claims service, and policy changes.
• Communicate timelines, deadlines, and next steps; identify gaps, risks, and opportunities to expand client relationships.
• Own the service execution of new business and renewals, including timelines, submissions, and implementation.
• Review proposals and renewal materials for accuracy and participate in client meetings as appropriate.
• Process endorsements, audits, cancellations, certificates, and other policy transactions.
• Maintain complete account records in the agency management system.

Kenntnisse

Client relationship management

Communication

Organization

Time management

Problem solving

Attention to detail

Ausbildung

Bachelor's degree preferred

Active P&C license

Tools

Applied Epic

Microsoft Office

Jobbeschreibung

Description

Gregory & Appel is an independent, Indianapolis-based insurance agency with deep roots, a strong reputation, and a team that believes work should be both meaningful and enjoyable. We're growing, we're always looking for great people, and we'd love to have you be a part of what's next!

The Account Manager (AM) is responsible for the day-to-day management, service, and execution of an assigned book of business. The AM serves as the operational owner of the client experience, partnering closely with Producers, Account Executives, and other internal partners to support new business, renewals, implementations, and ongoing account service.

The Account Manager independently manages assigned accounts with minimal supervision, ensuring all account activities, deliverables, documentation, and communications are completed accurately, efficiently, and within established agency service standards. The ideal candidate combines strong technical insurance knowledge with exceptional organization, communication, problem-solving, and client service skills. This individual takes ownership, proactively identifies issues and opportunities, manages competing priorities and deadlines, and builds strong relationships with clients, carriers, vendors, and internal partners.

• Serve as the primary day-to-day contact for assigned clients, building strong relationships with clients, carriers, vendors, and internal partners
• Respond to client requests involving coverage, eligibility, billing, claims service, policy changes, and certificates
• Proactively communicate timelines, deadlines, and next steps, and identify coverage gaps, risks, and opportunities to expand client relationships
• Own the service execution of new business and renewals, including timelines, applications, submissions, marketing, proposals, and implementation
• Review proposals and renewal materials for accuracy before client presentation, and participate in client meetings as appropriate
• Process endorsements, audits, cancellations, AORs, certificates, finance agreements, and other policy transactions
• Review carrier-produced documents for accuracy and obtain corrections when necessary
• Ensure accurate, timely invoicing, educate clients on billing requirements, and resolve billing discrepancies with carriers
• Maintain complete account records and documentation in the agency management system
• Review Account Coordinator work for accuracy and adherence to procedures
• Stay current on carrier updates, insurance regulations, and industry trends, and engage technical, compliance, or underwriting resources when needed
• Perform other duties as assigned

Requirements

• Minimum of 3 years of insurance experience, preferably in account management or client service at an independent agency
• Active P&C insurance license
• Experience with Private Client is preferred
• Strong technical knowledge of insurance products, coverage, markets, and underwriting
• Experience managing a diverse book of business
• Excellent communication, client service, organization, and time-management skills
• Exceptional attention to detail, with strong problem-solving and decision-making abilities
• Proficiency in Microsoft Office; Applied Epic experience strongly preferred
• Bachelor's degree preferred
• Professional designations such as CIC, CPCU, CRM, CISR, or ARM preferred

Insurance is what we do, but people are why we do it. For our clients, we provide guidance. For our colleagues, we help them grow professionally and personally. For our community, we aim to build a legacy of equity and belonging.