Commercial Insurance Account Manager — Growth & Service

Lathrop Insurance; Cranston (RI); On-site; USD 60,000 - 95,000; Full time

Job summary

Lathrop Insurance is seeking a Commercial Lines Account Manager to manage a diverse book of business—from professional services to real estate portfolios and construction firms—while serving as the primary client contact for renewals, endorsements, certificates, and marketing strategy.

You will collaborate with a producer to market, retain, renew, and service commercial client accounts, ensuring top-tier service and accurate processing in Applied Epic.

Qualifications

• 2+ years of commercial Property & Casualty experience (agency or brokerage setting).
• RI / CT P&C License required (or ability to obtain quickly).
• Proficiency with agency management systems (Applied Epic preferred).
• Strong verbal and written communication — confident with clients and carrier partners.
• Highly organized with excellent attention to detail.
• Ability to prioritize, pivot quickly, and maintain poise under pressure.
• Experience with middle-market accounts ($5K–$50K revenue per account) preferred.

Responsibilities

• Act as the main point of contact for assigned commercial clients.
• Respond promptly to requests for coverage clarification, certificates, billing, claims support, and policy changes.
• Anticipate client needs and proactively advise on holistic, risk management solutions.
• Conduct comprehensive pre-renewal reviews for assigned accounts, including how to fill gaps in coverage.
• Collaborate with producers on larger accounts; independently manage smaller accounts.
• Prepare and present renewal proposals, binders, and comparisons clearly and confidently directly to clients.
• Process endorsements, cancellations, and audits accurately through Applied Epic.
• Work with underwriters and marketing reps to negotiate coverage terms, pricing, and retention strategies for new and renewing clients.
• Identify gaps or outdated coverage and recommend program enhancements.
• Submit new business and renewal submissions, including applications and loss run analysis.

Skills

Commercial P&C knowledge

Client relationship management

Strong communication

Organizational skills

Carrier negotiation

Education

RI/CT P&C License

Tools

Applied Epic

Job description

Lathrop Insurance is seeking a Commercial Lines Account Manager to manage a diverse book of business—from professional services to real estate portfolios and construction firms—while serving as the primary client contact for renewals, endorsements, certificates, and marketing strategy.

You will collaborate with a producer to market, retain, renew, and service commercial client accounts, ensuring top-tier service and accurate processing in Applied Epic.