Account Manager, Commercial Lines

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Gregory & Appel

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1884

🛡️ Insurance

💼 Consulting

🤝 B2B

Insurance • Consulting • B2B

Gregory & Appel is a risk-management and insurance brokerage firm based in Indianapolis, Indiana. For over 140 years it has offered custom-tailored risk management solutions, insurance market selection and placement, claims advocacy, captives and surety services, enterprise risk management, and employee benefits consulting including population health and data analytics. The firm also provides HR services & technology and private client wealth advisory services and serves a range of sectors (construction, commercial real estate, healthcare, manufacturing, transportation, wholesale distribution, nonprofits, public entities, etc. ).

📋 Description

• Manage client accounts on our captive line of business • Support Producers and Captive 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 captive account service needs, including certificates, endorsements, audits, policy changes, billing inquiries, and other client or program-related requests, while coordinating with carriers, captive 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.

🎯 Requirements

• 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 preferred but not a deal breaker