Account Manager/Senior Account Manager - Small Commercial

Gregory & Appel Inc•Indianapolis, IN

11h

About The Position

The Account Manager (AM) and Senior Account Manager (SAM) manage the day-to-day service and execution of an assigned book of business on the Small Commercial team. Both roles are operational owners of the client experience and partner with Producers, Account Executives, and other internal partners to support new business, renewals, implementations, and ongoing account service. The AM independently manages assigned accounts with minimal supervision. The SAM manages larger and more complex accounts with minimal to no assistance, brings deeper technical and coverage knowledge, and serves as a resource and mentor to less experienced Account Managers. Both roles combine technical expertise, proactive client service, organization, and accountability to handle client relationships accurately, efficiently, and professionally.

Requirements

Strong knowledge of insurance products, coverage, markets, and underwriting.
Excellent client service, communication, and relationship-building skills.
Strong organizational, project management, and time-management skills.
Ability to manage multiple priorities, competing deadlines, and a high volume of account activity.
Exceptional attention to detail and commitment to accuracy.
Strong problem-solving, critical-thinking, and decision-making abilities.
Ability to identify issues proactively, anticipate client needs, and drive solutions to completion.
Ability to communicate effectively with clients, carriers, Producers, Account Executives, Account Coordinators, and internal partners.
Proficiency with Microsoft Office Suite and agency management systems, particularly Applied Epic.
Demonstrated accountability, ownership, professionalism, and commitment to continuous improvement.
Account Manager: At least 3 years of insurance experience, preferably in account management or client service.
Account Manager: Active Property & Casualty insurance license, or ability to obtain one within 60 days of hire.
Account Manager: Experience managing client accounts and servicing a diverse book of business.
Senior Account Manager: At least 5 years of demonstrated experience supporting and managing new business and renewal activities.
Senior Account Manager: Demonstrated success managing large, complex accounts with minimal to no assistance and independently managing an appropriate book of business.
Senior Account Manager: Demonstrated experience conducting client reviews and leading or facilitating client and renewal meetings.
Senior Account Manager: Active Property & Casualty insurance license appropriate to assigned responsibilities.
Senior Account Manager: Strong Applied Epic experience.
Senior Account Manager: Deeper technical and coverage knowledge, sound judgment, and negotiation skills, including the ability to recognize coverage gaps and resolve complex issues.
Senior Account Manager: Ability to independently lead client reviews, renewal discussions, and other client-facing meetings.
Senior Account Manager: Ability to mentor, train, and serve as a technical and service resource to less experienced Account Managers and team members.

Nice To Haves

Bachelor's degree preferred.
Account Manager: Applied Epic experience strongly preferred.
Professional insurance designations such as CIC, CPCU, CRM, CISR, or ARM preferred.
Senior Account Manager: Experience providing guidance, mentoring, or training to less experienced Account Managers or team members preferred.
Professional insurance designations such as CIC, CPCU, CRM, CISR, or ARM preferred.

Responsibilities

Serve as the primary day-to-day contact for assigned clients and own account service execution.
Build and maintain professional relationships with clients, carriers, vendors, Producers, Account Executives, and internal partners.
Respond to client requests involving coverage, eligibility, billing, claims-related service needs, policy or plan changes, certificates, documentation, and other account matters.
Communicate timelines, deliverables, requirements, deadlines, and next steps proactively; manage client expectations and follow through promptly and accurately.
Attend and participate in client meetings with Producers and/or Account Executives as appropriate.
Identify opportunities to strengthen client relationships and proactively recognize potential coverage gaps, risks, or service needs.
Own the service execution of new and renewal business from initiation through completion and implementation.
Partner with Producers and Account Executives to develop and execute new business and renewal strategies.
Establish and manage timelines for applications, submissions, quotes, proposals, analyses, presentations, and other deliverables.
Gather information and supporting documentation, assist with applications, and coordinate submissions and marketing activities with appropriate markets or partners.
Prepare or coordinate renewal materials, proposals, analyses, presentations, and supporting documentation, and check them for accuracy and completeness.
Process new and renewal transactions according to agency procedures and coordinate implementation and required paperwork.
Document renewal decisions, activities, communications, and progress in the agency management system.
Participate in client renewal meetings, presentations, and educational meetings as appropriate.
Manage day-to-day account activity and process or delegate incoming items according to agency standards.
Process and coordinate changes, endorsements, audits, cancellations, certificates, billing items, and other account transactions as applicable.
Review carrier-produced documents for accuracy and obtain corrections when needed.
Maintain schedules, templates, records, underwriting files, and account documentation to established quality standards.
Process incoming AORs and manage the AOR process through completion.
Review Account Coordinator work for accuracy, completeness, and compliance with procedures.
Monitor open activities and follow-ups daily to ensure timely resolution.
Complete required assessments and account reviews, and prepare and process finance agreements and other required documentation.
Ensure accurate and timely invoicing for new business, renewals, changes, cancellations, audits, and other account activity.
Explain billing, payment requirements, and related processes to clients; coordinate to resolve billing questions or discrepancies.
Maintain accurate billing documentation and follow agency procedures.
Maintain client records, documentation, activity tracking, and account files according to agency standards, workflows, and service standards.
Ensure the accuracy and completeness of applications, proposals, contracts, policies, plans, certificates, and other client deliverables.
Maintain current knowledge of insurance products, markets, underwriting practices, applicable regulations, carrier updates, and industry trends affecting assigned clients.
Identify matters requiring additional technical, compliance, or underwriting review and engage appropriate resources.
Identify opportunities to improve efficiency, consistency, processes, and the client experience; meet agency standards for quality, timeliness, responsiveness, and accuracy.
For the Senior Account Manager level, manage a larger and more complex book with minimal to no assistance, exercise sound judgment on complex matters, and independently lead client reviews and renewal discussions.
For the Senior Account Manager level, mentor, train, and serve as a technical and service resource to less experienced Account Managers and team members.
Perform other duties as assigned.