What are the responsibilities and job description for the Insurance Account Manager position at Lathrop Insurance?
About Us
Lathrop Insurance is a fourth-generation, independent insurance agency dedicated to providing comprehensive insurance solutions with a client-first approach.
We pride ourselves on fostering an inclusive, team-oriented, and growth-focused workplace. Our core values—We Care, Solutions Driven, Teamwork, Do What You Say, and Always Be Growing—define how we work and support each other.
Key Responsibilities:
- Serve as the primary contact for assigned personal lines clients.
- Provide expert guidance on policy changes, coverage options, and risk management solutions.
- Manage policy renewals, ensuring accurate coverage and a seamless process.
- Handle endorsement requests, billing inquiries, and policy servicing.
Client & Policy Management:
- Work closely with banks, mortgage brokers, and inspection companies to ensure a smooth client experience.
- Maintain strong client relationships with a focus on proactive service and retention.
Retention & Growth:
- Identify cross-selling opportunities to enhance client coverage and provide the best possible protection.
- Work with Account Executives and producers on renewal strategies.
Benefits:
- Comprehensive medical benefits package.
- 401(k) with company matching.
- Paid Time Off (PTO) & Parental Leave.
- Bonus opportunities.
