Lockton · 2 days ago
Account Manager, Client Executive Team -PRS
Kansas City, MO
Full-time
Hybrid
Mid Level
3+ years expLockton is seeking an Account Manager for their Client Executive Team. This role is responsible for delivering high-touch service and operational excellence in support of Client Executives, managing client relationships, and overseeing new business and renewal processes.
Auto InsuranceInsuranceRisk Management
Responsibilities
Deliver a high-touch, concierge-level client experience in partnership with Client Executives, ensuring every transaction reflects Lockton PRS service standards
Proactively manage client relationships, anticipate needs, and provide tailored insurance and risk management solutions
Own key service workflows-including endorsements, certificates, ID cards, and policy documentation executed with accuracy, urgency, and exceptional attention to detail
Demonstrate disciplined time and workflow management to meet internal and client-facing deadlines for a fast-paced hybrid-producer environment
Partner with Client Executives and Growth Leader to advance new business from submission to bind by gathering client information, organizing required data, and delivering complete, client ready packages
Assist with underwriting strategy, carrier selection and proposal development
Participate in targeted cross sell initiatives and growth campaigns identifying opportunities and executing actions that accelerate PRS growth and deepen client relationships
Manage the renewal workflow by gathering underwriting details, verifying exposures, and coordinating all required information to support accurate marketing and underwriting decisions
Oversee agency billing, invoicing, and surplus lines tax filings end to end, troubleshooting issues to ensure precise, timely resolution
Evaluate renewal outcomes to determine remarketing needs and oversee precise policy issuance, documentation, invoicing, and timely delivery to clients
Leverage deep knowledge of risk management, valuations, and mitigation to produce precise internal documentation that enables proactive, high net worth client guidance
Provide tailored, expertise driven recommendations that align with each client’s assets, lifestyle, and overall risk profile, reinforcing a proactive, high touch advisory experience
Demonstrate strong judgment in interpreting and executing instructions from Client Executives and Growth Leader ensuring work is completed accurately and promptly
Coordinate and delegate internal tasks appropriately, supporting smooth team workflow and maintaining high service standards
Exercise discernment in knowing when to advance tasks independently and when to engage Client Executives, Department Managers, or other stakeholders to ensure optimal outcomes
Qualification
Required
A minimum of three years' experience in servicing high net worth clients
Advanced knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
Proven ability to manage and retain a complex book of business
Strong negotiation, analytical, and critical thinking skills
Strong verbal and interpersonal communication skills required
Professional presence and ability to advise high-net-worth clients and their advisors
Proficiency with agency management systems (Epic or comparable)
Strong organizational skills with the ability to manage multiple deadlines
Preferred
Experience with high net worth carriers-Chubb, Private Client Services, Pure, Cincinnati, and Berkley One preferred
Company
Lockton
Lockton provides risk management and insurance services.
10001+ employees
H1B Sponsorship
Lockton has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)
Funding
Current Stage
Late StageLeadership Team
Mohammad Al Abdul Jabbar
Chief Executive Officer
Scott Bastian
Senior Vice President
Recent News
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2025-09-23
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2025-04-19
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