commercial lines account executive

Gregory & Appel Insurance

<div>Job Description: 
 
Shift: First Shift 
Are you a detail-oriented insurance professional who thrives on building client relationships and delivering outstanding service? At Gregory &amp; 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. 
Experience and Skills:
What You&rsquo;ll Do<ul><li>
Manage client accounts, identifying coverage gaps and recommending solutions</li><li>
Support Producers with new/renewal business, proposals, quotes, and policy accuracy</li><li>
Handle service requests (certificates, endorsements, audits, cancellations) promptly</li><li>
Deliver exceptional client service with a fast, professional response</li></ul>
What We&rsquo;re Looking For<ul><li>
Property &amp; Casualty license and 3+ years of commercial insurance service experience</li><li>
Strong knowledge of insurance products, markets, and underwriting</li><li>
Excellent communication, organization, and client service skills</li><li>
Professional designations (CIC, CPCU, CRM, CISR, ARM) preferred</li><li>
Applied Epic experience preferred but not a deal breaker</li></ul> 

Job Benefits:
Why You'll Love Working Here<ul><li>
Flexible PTO, extended holiday weekends &amp; hybrid/remote options</li><li>
Medical, Dental, Vision, Life Insurance &amp; 401(k) with match</li><li>
Tuition reimbursement &amp; professional development support</li><li>
A culture that values diversity, community giving (10% of profits donated), and employee growth.</li><li>
A people-first culture with Belonging, Giving, Innovation, Growth, Insight that serve as our agency&rsquo;s Guiding Principles.</li><li>
Competitive pay and benefits with flexibility and balance.</li><li>
Hybrid work schedule: Tuesday&ndash;Thursday in-office, with flexibility on Mondays and Fridays</li></ul>
Join a team that invests in you, supports your success, and makes a difference in the community.
Apply today to grow with Gregory &amp; Appel! 
 
From: Gregory &amp; Appel Insurance</div>

Commercial Lines Account Manager- Indianapolis

Insurance Office of America

<div>Description
Job Description: 

Job Description 
Title: Account Manager - Commercial Lines
Fully Remote (Eastern or Central Time Zone candidates) | Supporting: Charleston, SC | Book Focus: General, Construction, Contractors 
 
Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, individuals residing within a 50-mile radius of a branch location may be required to work onsite in a hybrid capacity as there may be occasions when on-site presence is necessary to meet specific business needs. Additionally, our remote work policy includes having a dedicated, distraction-free workspace. Remote work is not a substitute for childcare, elder care, or other personal responsibilities during working hours. To view our branch locations, please visit: ioausa.com/locations 
 
About the Role: Manage an assigned book of business, ensuring account retention and supporting new business. Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions. 
 
Key Responsibilities:<ul><li>
Technical Competence: Maintain technical competence and industry expertise.</li><li>
Team Leadership: Direct daily activities of the account management team.</li><li>
Customer Service: Handle customer service requests, policy administration, billing, claims, and coverage analysis.</li><li>
Policy Management: Manage policy expirations and renewals.</li><li>
Renewal Process: Conduct client research, prepare submissions, negotiate coverages, and present proposals.</li><li>
Accounts Receivable: Monitor reports and take action on delinquent accounts, collecting outstanding balances.</li><li>
System Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.</li><li>
Activity Monitoring: Monitor and maintain activity/suspense to ensure timely completion.</li><li>
Communication: Maintain frequent, transparent communication with the account team regarding workload status and any issues.</li><li>
Service Excellence: Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.</li><li>
Policy Compliance: Stay updated on company policies and procedures.</li><li>
Continuous Improvement: Seek and adopt best practices to improve individual and team performance.</li><li>
Champion IOA Values: Demonstrate integrity and leadership.</li></ul> 
 
Ideal Candidate Qualifications:<ul><li>
3+ years of commercial lines account management experience, or 5+ years in the insurance industry</li><li>
Thorough knowledge of insurance brokerage and client needs</li><li>
Required active property &amp; casualty licensing; professional designation (CIC or equivalent) preferred</li><li>
Strong analytical, problem-solving, and decision-making skills</li><li>
Exceptional customer service, communication, multitasking, and organizational skills</li><li>
Proficiency in MS Office (Outlook, Word, Excel)</li><li>
High School Diploma (or equivalent)</li></ul> 
 
What We Offer:<ul><li>
Competitive salaries and bonus potential</li><li>
Company-paid health insurance</li><li>
Paid holidays, vacations, and sick time</li><li>
401K with employer match</li><li>
Employee stock plan participation</li><li>
Professional growth and career progression opportunities</li><li>
Respectful culture and work/family life balance</li><li>
Community service commitment</li><li>
Supportive teammates and a rewarding work environment</li></ul> 
 
What to Expect (Application Process):<ul><li>
30-Minute Phone Screen, Online Assessments, and Interview(s)</li></ul>
Salary Range 
Pay For Transparency Salary Information 
The expected pay range for this position is $60K to $90K per year, depending on experience, relevant skills, and geographic location.
Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.</div>

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