Insurance Account Manager: Client Success & Renewals

Gregory & Appel; Indianapolis (IN); On-site; USD 70,000 - 90,000; Full time

Job summary

Gregory & Appel seeks an Account Manager to oversee an assigned book of business, serving as the client experience owner and coordinating with Producers, Account Executives, and internal partners to support renewals, implementations, and ongoing service.

The ideal candidate combines strong insurance knowledge with organization, communication, and problem-solving skills, proactively addressing issues and building relationships with clients, carriers, vendors, and internal teams.

Qualifications

• Bachelor's degree preferred.
• Minimum of 3 years of insurance experience, preferably in an account management or client service role.
• Active Property & Casualty license required, or ability to obtain within 60 days of hire.
• Experience managing client accounts and servicing a diverse book of business.
• Applied Epic experience strongly preferred.
• Professional insurance designations such as CIC, CPCU, CRM, CISR, or ARM preferred.

Responsibilities

• Serve as the primary day-to-day contact for assigned clients and the owner of account service execution.
• Build and maintain strong, professional relationships with clients, carriers, vendors, Producers, Account Executives, and internal partners.
• Respond to and manage client requests related to coverage, eligibility, billing, claims-related service needs, policy or plan changes, certificates, documentation, and other account matters.
• Proactively communicate timelines, deliverables, requirements, deadlines, and next steps so clients stay informed and confident throughout the year.
• Manage client expectations and ensure timely, accurate follow-through on account needs.
• Attend and participate in client meetings with the Producer and/or Account Executive when appropriate.
• Identify opportunities to expand and strengthen existing client relationships, and proactively identify potential coverage gaps, risks, or service needs.
• Own and manage the service execution of new and renewal business from initiation through completion and implementation.
• Partner with Producers and Account Executives to develop and execute new business and renewal strategies.
• Establish and manage timelines, ensuring all applications, submissions, quotes, proposals, analyses, presentations, and other deliverables are completed accurately and on schedule.
• Gather information and supporting documentation, assist with applications, and coordinate submissions and marketing activities with the appropriate markets or partners.
• Prepare and/or coordinate renewal materials, proposals, analyses, presentations, and supporting documentation, and review them for accuracy and completeness before they are presented to the client.
• Process all new and renewal transactions in accordance with agency procedures, and coordinate implementation so required paperwork and documentation are completed accurately and on time.
• Document renewal decisions, activities, communications, and progress in the agency management system.
• Participate in client renewal meetings, presentations, and educational meetings as appropriate.
• Manage day-to-day account activity and ensure all incoming items are processed or appropriately delegated according to agency standards.
• Process and coordinate changes, endorsements, audits, cancellations, certificates, billing items, and other account transactions as applicable.
• Review carrier-produced documents for accuracy and obtain corrections when necessary. Maintain required schedules, templates, records, underwriting files, and account documentation to established quality standards.
• Process incoming AORs and own the AOR process through completion.
• Review Account Coordinator work for accuracy, completeness, and adherence to established procedures.
• Monitor and address open activities and follow-ups daily to ensure timely resolution.
• Complete required assessments and account reviews, and prepare and process finance agreements and other required documentation.
• Ensure accurate and timely invoicing of new business, renewals, changes, cancellations, audits, and other account activity.
• Educate clients clearly and professionally on billing, payment requirements, and related processes.
• Coordinate with carriers, clients, and internal resources to resolve billing questions or discrepancies.
• Maintain organized and accurate billing documentation and follow established agency procedures.
• Maintain accurate client records, documentation, activity tracking, and account files in accordance with agency standards, workflows, and service standards.
• Ensure accuracy and completeness of applications, proposals, contracts, policies, plans, certificates, and other client deliverables.
• Maintain current knowledge of insurance products, markets, underwriting practices, applicable regulations, carrier updates, and industry trends that may affect assigned clients.
• Identify situations requiring additional technical, compliance, or underwriting review and engage the appropriate resources.
• Identify opportunities to improve efficiency, consistency, processes, and the overall client experience.
• Meet established agency service standards for quality, timeliness, responsiveness, and accuracy.
• Perform other duties as assigned.

Skills

Insurance knowledge

Client service

Organization

Communication

Time management

Attention to detail

Problem solving

Education

Bachelor's degree preferred

Professional designations preferred (CIC, CPCU, CRM, CISR, ARM)

Tools

Applied Epic

Microsoft Office Suite

Job description

Gregory & Appel seeks an Account Manager to oversee an assigned book of business, serving as the client experience owner and coordinating with Producers, Account Executives, and internal partners to support renewals, implementations, and ongoing service.

The ideal candidate combines strong insurance knowledge with organization, communication, and problem-solving skills, proactively addressing issues and building relationships with clients, carriers, vendors, and internal teams.