Overview
Gregory & Appel is a trusted provider of insurance solutions serving businesses and individuals, with a commitment to exceptional client service, integrity and expertise. We are seeking a highly organized and detail-oriented Account Manager- New Business to join our team to support our growth.
What You'll Do
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.
- 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 experienceStrong knowledge of insurance products, markets, and underwritingExcellent communication, organization and attention to detailExceptional client service skillsProfessional designations (CIC, CPCU, CRM, CISR, ARM) preferredApplied Epic experience preferred but not a deal breakerCompensation & Benefits
Competitive salary commensurate with experience.Comprehensive benefits package, including health, dental, vision, retirement plans, short-term disability, long-term disability, life insurance.Generous and flexible paid time off and company-recognized holidays.Paid parental leave.Tuition reimbursement.Professional development, licensing, and career advancement.Work Environment
Hybrid schedule3 days in office per week (Tuesday-Thursday).
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