Account Executive -PRS

Lockton; Kansas City (MO); Hybrid; USD 80,000 - 110,000; Full time

Job summary

Lockton is seeking an Account Executive for its Family Office Practice in a hybrid role. You will manage day-to-day Family Office relationships, coordinate renewal activities, and deliver risk management guidance and coverage recommendations tailored to multi-generational clients.

You will work with executives, family members, advisors, and carriers to provide proactive service and growth opportunities. The role emphasizes building trusted client relationships, maintaining documentation, and

Qualifications

• Bachelor's degree or equivalent required.
• Licensing or professional designations preferred (CPRIA, CIC, CRM, CPCU, CAPI).
• Strong interpersonal and communication skills required.
• Experience managing complex client relationships and programs.

Responsibilities

• Serve as the day-to-day contact for selected Family Office relationships.
• Coordinate renewals and ongoing service for complex insurance programs.
• Provide risk management guidance and coverage recommendations.
• Collaborate with executives, family members, advisors, and carriers to deliver solutions.

Skills

Relationship management

Communication

Presentation

Analytical

Organizational skills

Problem-solving

MS Office

Education

Bachelor's degree

CPRIA/CIC/CRM/CPCU/CAPI

Tools

Microsoft Office

Agency management systems

Job description

Your Responsibilities

Lockton's Family Office Practice is seeking an Account Executive to support and manage Family Office relationships through the delivery of insurance and risk management solutions. This hybrid role coordinates complex insurance programs, provides consultative risk management guidance, supports client retention and growth initiatives, and ensures a high level of service for Family Offices and the families they support.

Essential Responsibilities

• Serve as the primary day-to-day contact for assigned Family Office relationships.
• Coordinate and manage renewal activities and ongoing service delivery for complex insurance programs.
• Provide risk management guidance and coverage recommendations tailored to client needs.
• Partner with Family Office executives, family members, professional advisors, carrier partners, and internal specialists to deliver client solutions.
• Conduct stewardship meetings, coverage reviews, and client presentations.
• Support client retention through proactive relationship management and responsive service.
• Identify opportunities to strengthen relationships and introduce additional risk management, insurance, and advisory solutions aligned with client objectives.
• Collaborate with Client Relationship Leaders, Producers, and Practice Leadership on growth initiatives, expanded services, and business development opportunities.
• Maintain accurate client records and documentation in accordance with Lockton standards and procedures.
• Support the development and mentoring of less experienced team members, as appropriate.

Qualifications

• Property & Casualty License.
• Demonstrated experience managing complex insurance programs and client relationships.
• Strong knowledge of personal insurance coverages, risk management principles, and protection strategies relevant to Family Office clients.
• Strong interpersonal, communication, presentation, relationship management, analytical, organizational, and problem-solving skills.
• Ability to manage competing priorities while maintaining a high level of accuracy and service.
• Proficiency in Microsoft Office applications and agency management systems.

Preferred Qualifications

• Bachelor's degree.
• Professional designations such as CPRIA, CIC, CRM, CPCU, CAPI, or similar.
• Experience serving Family Offices, multi-generational families, or similarly complex relationships.

Work Environment

This position operates in a hybrid work environment with a combination of in-office and remote work. Periodic travel for client meetings, business development activities, and team events may be required.