Account Manager, Personal Lines

Gregory & Appel, Inc.; Indianapolis, Northern (IN, KY); Hybrid; USD 60,000 - 85,000; Full time

Job summary

Gregory & Appel, Inc. is seeking an Account Manager in Indianapolis to oversee day-to-day client service for a diversified book of business.

You will collaborate with Producers and Account Executives to support new business, renewals, and implementation while maintaining high client satisfaction. The ideal candidate has 3+ years of insurance experience, an active P&C license, strong communication, and organization skills, with proficiency in MS Office and Applied Epic preferred.

Qualifications

• 3+ years of insurance experience in account management or client service.
• Active P&C license; Private Client experience preferred.
• Strong communication, organization, and time-management skills; Applied Epic & MS Office proficiency preferred.

Responsibilities

• Serve as primary day-to-day contact for assigned clients; build relationships with clients, carriers, vendors, and internal partners.
• Respond to client requests on coverage, billing, eligibility, certificates, and claims service.
• Communicate timelines, deadlines, next steps, and identify coverage gaps or opportunities to expand relationships.
• Own service execution for new business and renewals: timelines, applications, submissions, marketing, proposals, and implementation.
• Review proposals/renewals for accuracy and participate in client meetings as appropriate.
• Process endorsements, audits, cancellations, AORs, certificates, and other policy transactions.
• Review carrier documents for accuracy and obtain corrections when needed.
• Ensure accurate invoicing; educate clients on billing requirements; resolve discrepancies with carriers.
• Maintain complete account records and review work for accuracy.

Skills

Insurance knowledge

Account management

Client service

Communication

Organization

Time-management

Education

Bachelor's degree

Professional designations (CIC/CPCU/CRM/CISR/ARM)

Tools

Applied Epic

Microsoft Office

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.