Personal Lines Account Manager

Why Lathrop

Join a locally owned, independent agency with deep Rhode Island roots, and a national reach. Since 1939, Lathrop Insurance has served clients from Westerly and Cranston with relationship-driven advice, strong carrier access, and a commitment to helping people protect what matters most.

Lathrop was named a Providence Business News 2026 Best Places to Work honoree. For candidates who want a true local agency environment, a collaborative team, and room to grow, this is a meaningful opportunity.

About the Role

We are looking for a service-minded, detail-oriented Personal Lines Account Manager to manage and strengthen an assigned book of personal insurance clients. You will be a trusted day-to-day contact for service, renewals, policy changes, billing questions, and carrier coordination.

This role is especially well suited for someone who enjoys complex personal lines accounts and high-net-worth client relationships. Lathrop works with the full high-net-worth carrier marketplace available in New England, giving our team strong resources to serve clients with unique homes, assets, and lifestyles. We also utilize the latest technology and are always growing to make our work more impactful.

What You Will Do

 Serve as the primary contact for an assigned book of personal lines clients.

 Support renewals, account reviews, endorsements, cancellations, reinstatements, and documentation updates.

 Respond to coverage, billing, policy change, and renewal questions with urgency and accuracy.

 Partner with carriers, producers, underwriters, mortgage contacts, and teammates to resolve client needs.

 Maintain accurate client information in the agency management system and follow internal procedures.

 Identify appropriate opportunities to round out coverage or recommend additional personal insurance solutions.

What We Are Looking For

 Active Property & Casualty license required.

 Personal lines insurance experience, ideally in an independent agency environment.

 Working knowledge of personal lines coverages.

 Strong communication, organization, follow-through, and attention to detail.

 A consultative, client-first mindset with the ability to manage competing priorities.

 Experience with Applied Epic or a similar agency management system is helpful.

 High-net-worth, coastal, secondary home, valuable collections, and/or multi-state account experience is a plus.

Benefits and Perks

• Competitive compensation plus quarterly bonus opportunity • Hybrid schedule after ramp-up: 3 office / 2 remote

• Health and vision insurance • 401(k) with company match

• Generous paid time off and paid holidays • Continuing education and professional development support

• Friendly, collaborative, service-driven team environment • Access to leading HNW carrier markets across New England

Compensation note: Total earning potential and bonus structure can be discussed during the interview process, and can vary based on experience.