Commercial Lines Account Manager- New Business Share LinkedIn Twitter Facebook Google Email

Job Description

Gregory & Appel is a trusted provider of insurance solutions serving businesses and individuals, with a commitment to exceptional client service, integrity and expertise. To support our growth, we are seeking a highly organized and detail-oriented Account Manager- New Business to join our team.

The Account Manager- New Business is at the heart of our client onboarding process, ensuring

every new client feels valued and supported from day one. You'll be responsible

for coordinating new business applications across multiple lines of insurance,

managing details with precision, and building strong connections with

producers, carrier partners, and clients.

If you're highly organized, a strong

communicator, and excited to be part of a team that values both professional

excellence and personal growth, this role is for you

What You'll Do

Take ownership of the

new business application process - from intake to issuance - with

accuracy, timeliness, and care.

Ensure documentation

is complete, compliant, and aligned with carrier, agency, and regulatory

standards.

Collaborate with

producers, underwriters, and clients to resolve discrepancies and move

applications forward.

Track application

status, proactively following up to keep clients informed and supported.

Maintain accurate and

organized records in the agency management system.

Deliver exceptional

client service, creating a smooth, positive onboarding experience.

Support agency growth

by driving efficiency and consistency in new business workflows.

Experience and Skills

Qualifications :

• Bachelor's degree in Business, Finance, or related field preferred, or equivalent years of prior insurance industry experience (personal, commercial, or life / health).
• Minimum of 2 years of relevant insurance industry experience.
• Exceptional attention to detail and organizational skills.
• Strong written and verbal communication abilities.
• A team-player mentality with a collaborative spirit to work with multiple teams across the organization, yet able to work autonomously.
• Proficiency in Microsoft Office Suite; experience with agency management systems is advantageous.
• Active insurance license (Property & Casualty) preferred; willingness to obtain license required.

What We're Looking

For : Property &

Casualty license and 3+ years of commercial insurance service experience

Strong knowledge of

insurance products, markets, and underwriting

Excellent

communication, organization and attention to detail

Exceptional client

service skills

Professional

designations (CIC, CPCU, CRM, CISR, ARM) preferred

Applied Epic

experience preferred but not a deal breaker

Compensation & Benefits :

Work Environment