Gregory & Appel Inc

Manage client accounts, support insurance proposals, and deliver exceptional service. | Requires 3+ years of commercial insurance experience, licenses, and knowledge of insurance products. | 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 Commercial Lines 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. As a Commercial Lines Account Manager, you will play a vital role in helping clients protect what matters most. Requirements 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 Experience and Skills: • Property & Casualty license and 3+ years of commercial insurance service experience • Strong knowledge of insurance products, markets, and underwriting • Excellent communication, organization, and client service skills • Professional designations (CIC, CPCU, CRM, CISR, ARM) preferred • Applied Epic experience preferred but not a deal breaker

Serve as the primary client contact, lead renewal and strategy meetings, manage internal teams, negotiate with carriers, and ensure compliance. | Requires 8+ years of experience in employee benefits, active insurance licenses, and deep knowledge of benefits products and regulations. | Description We are seeking a highly motivated, strategic, and client-focused Employee Benefits Account Executive to join our Indianapolis, IN office. This individual will serve as the primary point of contact, quarterbacking the internal service team to ensure client satisfaction, successful renewals, and long-term retention. This is not a traditional Account Manager role—our ideal candidate brings consultative expertise, proactive problem-solving, and executive presence to every interaction. Requirements Primary Responsibilities: Client Leadership • Act as the strategic advisor and relationship owner for a defined book of business. • Lead and execute renewal strategy, presenting cost containment and benefit design recommendations to clients. • Deliver proactive, year-round client communication to ensure satisfaction, compliance, and program alignment. • Conduct client stewardship meetings, open enrollment meetings, and strategy sessions. Internal Team Leadership • Serve as the internal team lead—delegate tasks, monitor progress, and ensure all client deliverables are executed accurately and on time. • Provide coaching and oversight to Account Managers and other support staff. • Coordinate with Producers to maintain strong communication and client strategy alignment post-sale. Carrier and Vendor Management • Negotiate plan designs and rates with carriers and vendors on behalf of clients. • Manage and maintain strong relationships with carrier representatives. • Review carrier agreements, contracts, and plan documents for accuracy and compliance. Compliance and Technical Expertise • Stay current on applicable laws (ACA, ERISA, COBRA, HIPAA, etc.) and advise clients accordingly. • Ensure client benefits programs are compliant and support clients through audits or legal inquiries. • Use benchmarking and financial reporting to inform strategic decisions. Business Growth • Identify cross-sell and upsell opportunities within existing accounts. • Support Producers in finalist presentations and prospect meetings, as needed. • Champion innovation, operational improvements, and strategic initiatives to continuously elevate the client experience. Experience and Skills: Education & Experience • Bachelor’s degree in Business, HR, or related field preferred. • 8+ years of experience in employee benefits account management or consulting, including large group and self-funded experience. • Active Life and Health Insurance License (required). • Professional designation(s) preferred (CEBS, GBA, RHU, REBC, etc.). Skills & Attributes • Strong executive presence with excellent verbal and written communication skills. • Demonstrated ability to lead complex client relationships and internal teams. • Deep knowledge of benefits products (medical, dental, vision, life, disability, voluntary), funding arrangements, and compliance requirements. • Ability to juggle multiple priorities with precision, professionalism, and poise. • Proficient in Microsoft Office Suite and agency management systems (e.g., Benelinx, Zywave, etc.).

Manage client accounts, support insurance proposals and handle service requests, ensuring high-quality client service. | Requires 4+ years of personal lines insurance experience, property & casualty license, and knowledge of insurance products and markets. | 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. Requirements 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

Supporting insurance account management and client relations. | Requires a Bachelor's degree, P&C license, and insurance industry knowledge, which are not present in your profile. | Description The Commercial Lines Account Executive (AE) works alongside the Producer and provides support in obtaining, maintaining, expanding and servicing accounts. The AE is responsible for assisting the Producer in rounding out the client’s account. The AE possesses more coverage knowledge than that of an Account Manager. The AE should be able to interact with medium-to-large accounts with minimal to no assistance from the producer. Requirements Primary 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 Experience and Skills: • Bachelor's Degree; or combined equivalent years of education and experience • P&C License is required