Account Executive -PRS

Lockton Companies; Kansas City (MO); Hybrid; USD 75,000 - 110,000; Full time

Job summary

Lockton Companies in Kansas City, MO, is seeking an Account Executive to support Family Office relationships by delivering insurance and risk management solutions. The role coordinates complex programs, provides advisory guidance, and aids in client retention and growth.

The position operates in a hybrid environment with occasional travel for client meetings and business development, serving families and their advisors with tailored coverage and strategic risk management.

Qualifications

• Property & Casualty License.
• Experience managing complex insurance programs and client relationships.
• Knowledge of personal insurance coverages and risk management for Family Office clients.
• Strong interpersonal, communication, presentation, relationship management, analytical, organizational and problem-solving skills.
• Ability to manage competing priorities while maintaining accuracy and service.
• Proficiency in Microsoft Office applications and agency management systems.

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.
• 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.

Skills

Interpersonal skills

Communication

Presentation

Relationship management

Analytical

Organizational skills

Problem-solving

Education

Bachelor’s degree

Tools

Microsoft Office

Agency management systems

Job description

Kansas City, Missouri, United States of America

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.

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.

Equal Opportunity Statement

Lockton Companies is proud to provide everyone anequal 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 learnsfrom, celebrates and thrives because of ourbreadth 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.