Account Manager, Private Client Job in Gregory & Appel

Account Manager, Private Client

Indianapolis, IN, US, United States

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Job 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.
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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

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