Gregory & Appel · 1 month ago
Account Manager, Private Client
Indianapolis,IN,US
Full-time
Onsite
Mid Level
4+ years expGregory & Appel is a growing insurance firm looking for a detail-oriented Private Client Account Manager to join their Indianapolis team. The role involves managing client accounts, supporting producers, and delivering exceptional service to clients while ensuring coverage accuracy and prompt handling of service requests.
B2BFinancial ServicesHuman Resources
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
Qualification
Required
Property & Casualty license
4+ years of personal lines insurance service experience
Strong knowledge of insurance products, markets, and underwriting
Excellent communication, organization, and client service skills
Strong work ethic and critical thinking
Preferred
Focus on high net worth clients
Professional designations (CIC, CPCU, CRM, CISR, ARM)
Applied Epic experience
Company
Gregory & Appel
Gregory & Appel is an independent risk management advisor helping people and businesses navigate the complexities of insurance and employee benefits.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Andrew Appel
President and Chief Executive Officer
Recent News
2024-10-24
Company data provided by crunchbase