Commercial Lines Account Manager, New Business- Indianapolis Share LinkedIn Twitter Facebook Google Email at Gregory & Appel Insurance
Job Description
Job Description
Gregory & Appel is a trusted provider of insurance solutions serving businesses and individuals, with a commitment to exceptional client service, integrity and expertise. To support our growth, we are seeking a highly organized and detail-oriented Account Manager, New Business to join our Indianapolis team.
The Account Manager, New Business is at the heart of our client onboarding process, ensuringevery new client feels valued and supported from day one. You will be responsiblefor coordinating new business applications across multiple lines of insurance,managing details with precision, and building strong connections withproducers, carrier partners, and clients.
If you are highly organized, a strongcommunicator, and excited to be part of a team that values both professionalexcellence and personal growth, this role is for youWhat You'll Do
- Take ownership of the new business application process - from intake to issuance - with accuracy, timeliness, and care.
- Ensure documentation is complete, compliant, and aligned with carrier, agency, and regulatory standards.
- Collaborate with producers, underwriters, and clients to resolve discrepancies and move applications forward.
- Track application status, proactively following up to keep clients informed and supported.
- Maintain accurate and organized records in the agency management system.
- Deliver exceptional client service, creating a smooth, positive onboarding experience.
- Support agency growth by driving efficiency and consistency in new business workflows.
Experience and Skills
Qualifications:
- Bachelor's degree in Business, Finance, or related field preferred, or equivalent years of prior insurance industry experience (personal, commercial, or life/health).
- Minimum of 2 years of relevant insurance industry experience.
- Exceptional attention to detail and organizational skills.
- Strong written and verbal communication abilities.
- A team-player mentality with a collaborative spirit to work with multiple teams across the organization, yet able to work autonomously.
- Proficiency in Microsoft Office Suite; experience with agency management systems is advantageous.
- Active insurance license (Property & Casualty) preferred; willingness to obtain license required.
- Property & Casualty license and 3+ years of commercial insurance service experience
- Strong knowledge of insurance products, markets, and underwriting
- Excellent communication, organization and attention to detail
- Exceptional client service skills
- Professional designations (CIC, CPCU, CRM, CISR, ARM) preferred
- Applied Epic experience preferred but not a deal breaker
Compensation & Benefits:
- Competitive salary commensurate with experience.
- Comprehensive benefits package, including health, dental, vision, retirement plans, short-term disability, long-term disability, life insurance.
- Generous and flexible paid time off and company-recognized holidays.
- Paid parental leave.
- Tuition reimbursement.
- Professional development, licensing, and career advancement.
Work Environment
- Hybrid schedule: 3 days in office per week (Tuesday-Thursday)
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