Account Manager, Personal Lines

Gregory & Appel Inc; Indianapolis (IN); On-site; USD 60,000 - 90,000; Full time

Job summary

Gregory & Appel Inc in Indianapolis seeks an Account Manager to oversee day-to-day client service across a diverse book of business, partnering with Producers, Account Executives and internal teams. You will manage timelines, renewals, statements and billing, ensure accuracy, and build strong client relationships while staying current on carrier updates and industry trends.

You will own service execution, respond to client needs, and collaborate with carriers, vendors, and internal partners to

Qualifications

• Minimum 3 years of insurance experience in account management or client service.
• Active P&C license.
• Bachelor's degree preferred.
• Applied Epic experience strongly preferred.
• Experience with Private Client is preferred.
• Strong communication and client service skills.
• Proficiency in Microsoft Office.

Responsibilities

• Serve as the primary day-to-day contact for assigned clients, building 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.

Skills

Client service

Communication

Time management

Attention to detail

Education

Bachelor's degree preferred

Professional designations: CIC CPCU CRM CISR ARM

Tools

Microsoft Office

Applied Epic

Job description

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.