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:
- 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 schedule: 3 days in office per week (Tuesday-Thursday)
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Gregory & Appel Insurance
life insurance, parental leave, paid time off, tuition reimbursement
Sep 16, 2025