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Commercial Lines Account Manager

Company: Gregory & Appel Insurance
Location: Indianapolis
Posted on: March 18, 2023

Job Description:

Job Description:


You'll work with top-notch industry leaders to ensure our

clients' policies cover their exposures, are up-to-date and in

compliance. Always keeping an eye out for legal and compliance alerts,

you'll send out notifications as needed. Working as a team, you'll

strive to continuously improve the client's experience from sign-on to renewal.


The Commercial Lines Account Manager (AM) provides support in

obtaining, maintaining, expanding, and servicing accounts. The AM is

responsible for assisting the Producer in writing new accounts and

rounding out existing accounts. The AM possesses more technical and

coverage knowledge than that of a CSA. The AM can handle medium to

large accounts with minimal to no assistance.

  • Proactively identifies inadequacies and gaps in coverage

  • Assists Producer with new and renewal business per agency

    workflows including, but not limited to, preparing new applications

    in agency management system, ordering loss runs, submitting

    applications to carriers, obtaining client signatures as

    appropriate, and following up to ensure timely responses in

    conjunction with Producer.

  • Processes or assigns all incoming items, including but not limited

    to, change requests, requests for certificates, audits, notice of

    cancellations and endorsements.

  • Maintains current knowledge of the marketplace.

  • Confirms the carrier-produced documents for accuracy including,

    but not limited to, policies, endorsements, audits, cancellations,

    and secures corrections from carriers on incorrect items.

  • Performs contract reviews on complex Certificates of Insurance.

  • Prepares finance agreements and collects down payments.

  • Invoices transactions accurately including new business, renewals,

    endorsements, cancellations, and audits.

  • Responds to client requests professionally and within 24 hours of receipt

  • Follow-up on open tasks/activities daily.

  • Process and/or assign un-routed attachments daily.

  • Create new business or renewal proposals

  • Request quotes from carriers and brokers and review for accuracy

  • Other duties as may be assigned

    Experience and Skills:


    You know the game. You have a broad knowledge of

    commercial insurance products, usage and markets.

    You can communicate with the best of them. You can

    write professional and concise emails, and you're just as comfortable

    conversing with clients over the phone or on Zoom.

    You know Microsoft Office. You are familiar with MO

    products, especially Outlook, Word and Excel.

    You are flexible & organized. You thrive at both

    working by yourself and as part of a team. You are able to manage your

    time efficiently and ask for help when needed (because everybody

    needs a little help now and then).


    Who wouldn't want to work for a company that...

    • supports community involvement

    • prioritizes diversity, equity and belonging

    • invests in your future

    • gives 10% of profits back into the community

      We work hard to serve our clients, colleagues and community, but we

      also know it's important to celebrate the wins, learn from our losses

      (and from each other) and grow together in our differences. That's why

      we are committed to nurturing our people in their personal and

      professional growth, both in the office and in life.

      Ready to take your career adventure to new heights? Apply today

      and see for yourself why we've been consistently named to the

      Best Places to Work in Indiana.


      Don't have a college degree? No sweat! We don't require certain

      degrees or designations for this position. We are focused on

      hiring hard-working, talented individuals with growth mindsets.

      Years of Experience:
      * Minimum 1-3 years

      * Bachelor's Degree; or combined equivalent years of

      education and experience

      License, Certification, or Registration:
      * P&C License is

      required or obtain upon hire if applicable

      Additional Information:
      * Must be a licensed Property &

      Casualty insurance agent
      * Minimum 3 years of Commercial

      insurance service experience
      * Possess professional designation

      such as CIC, CPCU, CRM, CISR, or ARM preferred
      * Successfully

      manages minimum revenue of $400,000
      * Comprehensive knowledge of

      insurance products, trends, markets, and underwriting

      * Good organizational, verbal, and written

      communication skills necessary
      * Ability to utilize computer

      programs and understand functionality
      * Strong knowledge of

      Microsoft products (Outlook, Word, Excel)
      * Basic understanding

      of standard accounting practices
      * Ability to carry out complex

      * Ability to communicate orally and in writing with others

      to explain detailed issues and receive and interpret

      * Ability to maintain a positive attitude, express

      enthusiasm, and be flexible
      * Meets or exceeds expectations

      regarding job knowledge, quality, efficiency, initiative, cooperation,

      customer service, and overall performance
      * Ability to work

      independently or as part of a team
      * Maintains a professional,

      helpful and courteous demeanor with clients, carrier personnel, and

      agency personnel



      Oh, and we don't just build the best benefits programs for our

      clients - we also give our colleagues the best. Some of the sweet

      benefits you'll enjoy include:

      • Medical, Dental & Vision Insurance

      • 401k, Roth Option & Matching

      • Flexible PTO

      • Holidays + Extended Holiday Weekends where applicable

      • Remote Work Options

      • Paid Parental Leave

      • Mental Health Sessions

      • Company Matching Donations

      • Tuition Reimbursement

      • STD/LTD Disability

      • Basic Life Insurance

Keywords: Gregory & Appel Insurance, Indianapolis , Commercial Lines Account Manager, Accounting, Auditing , Indianapolis, Indiana

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