Account Manager, Private Client

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