Manager, Account Coordination

Role summary

Manager, Account Coordination is a full-time role at Gregory & Appel Inc in Indianapolis, Indiana, United States (on-site). Posted 2026-10-07. Experience level: 5-10. No degree required.

Job title

Manager, Account Coordination

Company

Gregory & Appel Inc

Location

Indianapolis, Indiana, United States

Work arrangement

on-site

Employment type

full-time

Category

Logistics & Warehousing

Experience level

5-10

Degree required

No

Date posted

2026-10-07

Job description

Description

Gregory & Appel is an independent, Indianapolis-based insurance agency with deep roots, a strong reputation, and a team that believes work should be both meaningful and enjoyable. We're growing, we're always looking for great people, and we'd love to have you be a part of what's next!

The Manager, Account Coordination is responsible for leading the Commercial Lines and Private Client Account Coordination teams and ensuring the consistent delivery of timely, accurate, and exceptional service across both areas of the business.

This role leads a centralized team of Commercial Lines and Private Client Account Coordinators who provide shared support across Producers, Account Managers, Senior Account Managers, clients, and business verticals. The Manager is accountable for building and leading a high-performing team that consistently achieves service standards, quality expectations, and operational goals while fostering a collaborative, team-first culture.

As an active member of the Commercial Leadership Team, this role partners closely with peer leaders across Commercial functions to remove barriers, strengthen collaboration, support shared priorities, and improve both the client and employee experience.

This is a working manager position. While leadership, coaching, development, and operational oversight are the primary responsibilities, the Manager is expected to maintain technical proficiency and provide direct production support during periods of increased workload, staffing shortages, vacations, or other business needs.

The Manager is expected to identify risks early, communicate proactively, and bring thoughtful solutions—not simply problems—to leadership. This leader models accountability, collaboration, continuous improvement, and a commitment to developing future talent for Gregory & Appel.

What Success Looks Like in This Role:

Success in this role means building a high-performing Account Coordination team that delivers consistent, reliable, and exceptional service to the Commercial organization and its clients.

The Successful Manager...

Builds a collaborative, accountable, and engaged team where people are supported, challenged, and developed.

Ensures Account Coordination service levels, quality standards, productivity expectations, and operational goals are consistently achieved.

Develops Account Coordinators through intentional coaching, training, mentoring, and career planning.

Builds a strong talent pipeline and actively develops future Account Managers and other Commercial talent.

Creates clarity around expectations, priorities, roles, and accountability.

Uses performance data and operational metrics to identify trends, address gaps, and recognize strong performance.

Anticipates staffing, workflow, and service risks and addresses them before they become business issues.

Builds strong partnerships with Producers, Account Managers, Senior Account Managers, Commercial leaders, and other business functions.

Continuously identifies opportunities to improve processes, technology, efficiency, and the client experience.

Brings an enterprise mindset and makes decisions that support the success of the broader Commercial organization.

Models a “One Commercial Team” mentality and contributes to the overall success of Commercial—not simply the Account Coordination function.

Essential Responsibilities

Team Leadership & Development

Lead, coach, mentor, and develop a team of Account Coordinators.

Establish clear performance expectations and hold team members accountable for results.

Conduct regular one-on-one meetings focused on coaching, development, engagement, and performance.

Provide timely recognition, coaching, and constructive feedback.

Address performance concerns promptly and consistently.

Build trust, engagement, and a positive team culture where success is measured collectively.

Foster a team-first mindset that values shared success over individual ownership.

Identify and develop future leaders through intentional career planning, mentoring, and development opportunities.

Complete performance evaluations and individual development plans.

Create succession plans for critical positions.

Talent Acquisition & Career Development

Recruit, interview, and hire high-potential talent in partnership with Human Resources.

Build relationships with local high schools, colleges, technical schools, and community organizations to support a sustainable talent pipeline.

Develop and retain top talent through coaching, mentorship, and career planning.

Identify and actively prepare high-performing Account Coordinators for advancement into Account Management and other Commercial roles.

Champion internal promotion and career progression whenever possible.

Foster an environment where employees view Gregory & Appel as a place to build a long-term career.

Training & Commercial Academy

Own onboarding and technical training for Account Coordinators.

Partner with Commercial Leadership to continuously develop and enhance the Commercial Academy curriculum.

Develop competency-based learning paths for Account Coordinators.

Coordinate insurance education, Applied Epic training, and agency process training.

Ensure employees receive appropriate cross-training across Commercial industries and niche practice areas.

Track competency progression and readiness for independent work.

Support licensing and professional designation attainment.

Continuously evaluate and improve training materials and delivery methods.

Operational Excellence & Service Delivery

Ensure published service level agreements and service expectations are consistently achieved.

Monitor and balance workloads across the Account Coordination team.

Coordinate staffing coverage during PTO, absences, and periods of increased workload.

Maintain appropriate staffing capacity to support business needs.

Ensure timely, consistent, and high-quality service regardless of staffing or vol