Commercial Lines Account Manager

Commercial Lines Account Manager

HonorVet Technologies is a Service-Disabled Veteran Owned IT staffing firm, ISO 9001 and ISO 27001 certified, working with federal agencies, state governments, and Fortune 500 enterprise clients across the US. What makes us different isn't a tagline, it's the way we work. We don't forward resumes and hope for the best. We take the time to understand where a professional like you is headed and only reach out when we genuinely believe there's a fit worth exploring.

Job Title: Commercial Lines Account Manager

Client Name: Lathrop Insurance

Position Type: Full Time

Work Location: Westerly, RI 02891 or Cranston, RI 02920 or New London, CT

Work Mode: 100% Onsite but Hybrid after 90 Days

Shift Hours: 9:00 AM to 5:00 PM

Job Summary: As a Commercial Lines Account Manager, you will manage a diverse book of business from professional services to real estate portfolios and construction firms overseeing accounts with multiple coverages, entities, and locations. You will serve as the primary client contact, responsible for renewals, endorsements, certificates, marketing strategy, and client communications. You will work alongside a producer to market, retain, renew, and service commercial client accounts. The ideal candidate brings strong technical insurance knowledge, excellent communication skills, organization, and a sense of urgency. You understand the "why" behind coverage and compliance, and you are passionate about using technology to do your best work. You're confident in communicating with clients and comfortable negotiating with carriers someone who takes ownership and delivers results.

Key Responsibilities:

Client Relationship & Service: Act as the main point of contact for assigned commercial clients. Respond promptly to request coverage clarification, certificates, billing, claims support, and policy changes. Anticipate client needs and proactively advise on holistic, risk management solutions.

Policy Management & Renewal Execution: 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.

Marketing & Carrier Collaboration: 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. Process & Technology: Maintain accurate client records and activity logs in Applied Epic. Ensure all activities comply with regulatory requirements and internal procedures. Use technology to streamline service, standardize outputs, and improve turnaround time. Participate in continuous improvement of workflows and cross-team communication.

Minimum 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 Qualifications:

Professional designations: CIC, CISR, CRIS, ARM

Experience working with regional MGAs and surplus lines carriers

Understanding of coastal property, contractors, nonprofits, or real estate portfolios

Prior involvement in account rounding, risk assessment, or stewardship meetings

Experience with middle-market accounts ($5K$50K revenue per account)