Job Description
The Commercial Lines Senior Account Manager (SAM) provides support in obtaining, maintaining, expanding and servicing accounts on a minimum book size of $600,000 and/or minimum 400 policy count. The SAM is capable of renewing, presenting, and rounding out existing accounts alongside the producer or in their absence as needed.
The SAM can handle large accounts with minimal to no assistance.
Responsibilities

• Proactively identifies inadequacies and gaps in coverage
• Assists, or acts on behalf of, Producer with new and renewal business per agency workflows including, but not limited to, preparing new applications in agency management system, submitting applications to carriers & negotiating renewal terms with underwriters, obtaining information from clients when needed, and following up to ensure timely responses in conjunction with Producer
• Mentor or assign all incoming items, including but not limited to, change requests, requests for certificates, audits, notice of cancellations and endorsements to CSA
• Maintains current knowledge of the marketplace
• Confirms the carrier-produced documents for accuracy including, but not limited to, policies, endorsements, audits, cancellations and secures corrections from carriers on incorrect items
• Performs contract reviews on complex Certificates of Insurance
• Prepares finance agreements and collects down payments
• Invoices transactions accurately including new business, renewals, endorsements, cancellations, and audits
• Responds to client requests professionally and within 24 hours of receipt
• Follow-up on open tasks/activities daily
• Process and/or assign un-routed attachments daily
• Create new business or renewal proposals
• Request quotes from carriers and brokers and review for accuracy
• Other duties as may be assigned

Experience and Skills

• Minimum 3-5 years as a Commercial Lines Account Manager
• Must be a licensed Property & Casualty insurance agent
• Minimum 5 years of Commercial insurance service experience
• Possess professional designation such as CIC, CPCU, CRM, CISR, or ARM or possess a degree in insurance or business (or be in the process of obtaining a degree)
• Successfully manages minimum revenue of $600,000
• Comprehensive knowledge of insurance products, trends, markets and underwriting procedures
• Good organizational, verbal, and written communication skills necessary
• Ability to utilize computer programs and understand functionality
• Strong knowledge of Microsoft products (Outlook, Word, Excel)
• Basic understanding of standard accounting practices
• Ability to carry out complex tasks
• Ability to communicate orally and in writing with others to explain detailed issues and receive and interpret information
• Ability to maintain a positive attitude, express enthusiasm, and be flexible
• Meets or exceeds expectations regarding job knowledge, quality, efficiency, initiative, cooperation, customer service and overall performance
• Ability to work independently or as part of a team
• Maintains a professional, helpful and courteous demeanor with clients, carrier personnel and agency personnel

Job Benefits

• Medical, Dental & Vision
• Short-Term & Long-Term Disability
• Extended Holiday Weekends
• Flexible PTO
• Paid Parental Leave
• Company Matching Donations
• 401k, Roth Option & Matching
• Life Insurance
• Hybrid Work Environment
• Wellbeing Coaching
• Mental Health Sessions
• Tuition Reimbursement
• Fully remote position will be considered if candidate is more than 50 miles from local Indianapolis office

Why Work at G&A?
Gregory & Appel helps organizations and people grow through tailored risk management strategies. From helping companies with their business insurance programs and employee benefits offerings to helping individuals protect their assets - our team is the difference.
Who wouldn't want to work for a company that:

• Supports community involvement
• Prioritizes diversity, equity and belonging
• Invests in your future
• Gives 10% of profits back into the community