Gregory & Appel · 3 weeks ago
Account Executive, Commercial Lines
Indianapolis, IN
Full-time
Onsite
Mid LevelGregory & Appel is seeking a Commercial Lines Account Executive to work alongside Producers in managing and expanding client accounts. The role involves developing placement strategies, supporting producers, and maintaining relationships with clients and insurance carriers.
B2BFinancial ServicesHuman Resources
Responsibilities
Identifies, designs, and implement placement strategies for the client, encompassing new products and services, identification and selection of target markets, and tailored/unique coverages
Provide support to producers to help clients and reach agency business goals
Seeks referrals from clients and follows through to get new accounts
Review final proposals and help coordinate any presentations according to agency standards
Helps in negotiating quotes with appropriate carriers
Help with new business by collecting the required documentation for submissions and review of client contracts
Advise Account Managers on possible markets for renewal submissions
AE works to help build and maintain a working and personal relationship with the client alongside the producer
Maintains knowledge of developments or changes with carriers and new federal/state laws that affect how clients conduct business; consults, informs and educates clients about coverage, exclusions and exposures
Represents the agency in coordination with producers in handling complaints, arbitrating disputes or resolving grievances; facilitates a productive and amicable working relationship between clients and producers; develops and maintains a positive relationship and rapport with each insurance carrier to satisfy our clients’ needs and facilitates the processing of business
Assists in the training and development of team members with respects to coverage knowledge as needed
Pursues professional studies and maintains a familiarity with trends in the industry and with new insurance products, meets with producers and account managers on a regular basis to review and address accounts
Qualification
Required
Bachelor's Degree; or combined equivalent years of education and experience
P&C License is required
Company
Gregory & Appel
Gregory & Appel is an independent risk management advisor helping people and businesses navigate the complexities of insurance and employee benefits.
Founded in 1884
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Andrew Appel
President and Chief Executive Officer
Recent News
2024-10-24
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