Account Manager, Personal Lines

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.

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