Gregory & Appel, Inc.
Description
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 local Private Client Account Manager (AM) to join our growing Indianapolis 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. You will play a vital role in helping clients protect what matters most.
Primary Responsibilities
Manage client accounts, identifying coverage gaps and recommending solutions
Support Producers with new/renewal business, proposals, quotes, and policy accuracy
Handle service requests (certificates, endorsements, audits, cancellations) promptly
Deliver exceptional client service with a fast, professional response
Handle first report of claims by gathering information from client and reporting to the agency’s dedicated claim team, while following up to confirm a successful resolution of the claim.
Experience and Skills
Property & Casualty license and 4+ years of personal lines insurance service experience- focus on high net worth clients preferred.
Strong knowledge of insurance products, markets, and underwriting
Excellent communication, organization, and client service skills
Professional designations (CIC, CPCU, CRM, CISR, ARM) preferred
Strong work ethic and critical thinking
Applied Epic experience preferred but not a deal breaker
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Primary Responsibilities
Manage client accounts, identifying coverage gaps and recommending solutions
Support Producers with new/renewal business, proposals, quotes, and policy accuracy
Handle service requests (certificates, endorsements, audits, cancellations) promptly
Deliver exceptional client service with a fast, professional response
Handle first report of claims by gathering information from client and reporting to the agency’s dedicated claim team, while following up to confirm a successful resolution of the claim.
Experience and Skills
Property & Casualty license and 4+ years of personal lines insurance service experience- focus on high net worth clients preferred.
Strong knowledge of insurance products, markets, and underwriting
Excellent communication, organization, and client service skills
Professional designations (CIC, CPCU, CRM, CISR, ARM) preferred
Strong work ethic and critical thinking
Applied Epic experience preferred but not a deal breaker
#J-18808-Ljbffr