Account Manager, Commercial Lines
Hybrid Remote Indianapolis, IN
Job Type
Full-time
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