Account Manager, Client Executive Team -PRS

Kansas City, Missouri, United States of America

Client Services

260090

Apply now

Kansas City, Missouri, United States of America

Client Services

260090

Apply now

Working at Lockton

At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.

About the Position

Lockton is a global professional services firm with 6,500 Associates who advise clients on protecting their people, property and reputations. Lockton has grown to become the world's largest privately held, independent insurance broker by helping clients achieve their business objectives. To see the latest insights from Lockton's experts, check Lockton Market Update.

A few of the reasons Associates love working at Lockton include:

Opportunities for growth and advancement, including paid training and professional development
12-week paid parental leave
A huge emphasis on community involvement
Frequent athletic and wellness events
Incredibly generous rewards; US Associates receive a Rolex for their 10 year anniversary!

Business unit

Lockton Private Risk Solutions

Schedule

Full-time

Lockton Benefits Offerings

Click Here

Workplace

Hybrid

Your Responsibilities

The Account Manager – Client Executive Team is responsible for delivering high touch service and operational excellence in support of Client Executives. This role coordinates daily service for high net worth clients, drives new business readiness, and supports placement and renewal execution. The role requires strong technical expertise, disciplined workflow management, and the ability to anticipate needs in a fast moving, hybrid producer environment.
Essential Responsibilities
Client Relationship Management & Service
•    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.

New Business Support
• 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.

Placement & Renewal Management
• 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.

Risk Advisory & Technical Expertise
• 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.

Team Coordination & Communication
• 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.

Qualifications

•    A minimum of three years' experience in servicing high net worth clients.
•    Advanced knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
•    Experience with high net worth carriers-Chubb, Private Client Services, Pure, Cincinnati, and Berkley One preferred.
•    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.

#LI-JM

Equal Opportunity Statement

Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.

At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.

About Lockton

Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what’s right every day.

At Lockton, we believe in the power of all people. You belong at Lockton.

How We Will Support You

At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.

We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.

Learn more about your Lockton experience

No Agencies Please

Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.

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