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

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 :

What We\'re Looking For

Compensation & Benefits

Work Environment

3 days in office per week (Tuesday-Thursday).

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