Gregory & Appel Inc

Compensation

Full Description

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