Account Manager -PRS

Lockton; Kansas City (MO); Hybrid; USD 65,000 - 95,000; Full time

Benefits offered by this job

Mentorship program

Continuing education

Job summary

Lockton is seeking an Account Manager to provide operational and service support for complex Family Office insurance programs. You will work with Account Executives, carriers, and internal teams to ensure timely administration and a high-quality client experience.

The role involves processing endorsements, renewals, billing inquiries, and coordinating documentation while maintaining accurate account records across agency systems. Hybrid work options nationwide are available.

Qualifications

• Experience in insurance servicing, account management, or a related insurance role preferred.
• Property & Casualty license required or ability to obtain within an established timeframe, where permitted by law.
• Knowledge of personal insurance coverages, policy administration, carrier processes, and billing practices.
• Experience supporting high-net-worth, ultra-high-net-worth, Family Office, or similarly complex insurance programs preferred.
• Strong organizational, analytical, and communication skills.
• Ability to manage multiple priorities while maintaining attention to detail and accuracy.
• Proficiency with Microsoft Office applications and agency management systems.

Responsibilities

• Partner with Account Executives to support the servicing and administration of Family Office accounts.
• Process policy endorsements, coverage changes, renewals, cancellations, and other servicing requests.
• Coordinate billing inquiries, premium payments, carrier follow-up, and related account servicing activities.
• Prepare and distribute insurance documents, including auto ID cards, certificates of insurance, evidence of coverage, and policy-related materials.
• Review policy documents and endorsements for accuracy and completeness.
• Assist with renewal preparation, coverage comparisons, underwriting submissions, and carrier communications.
• Monitor and coordinate outstanding underwriting requirements and policy deliverables.
• Maintain accurate and timely account documentation within agency management systems.
• Collaborate with internal teams and carrier partners to support account servicing needs and operational excellence.
• Support Account Executives in identifying opportunities to enhance insurance solutions and services within existing client relationships.

Skills

Insurance servicing

Account management

Organizational skills

Analytical skills

Communication skills

Tools

Agency management systems

Microsoft Office

Job description

Your Responsibilities

The Account Manager provides operational and service support for complex insurance programs serving single and multi-family office.

The Account Manager provides operational and service support for complex insurance programs serving single and multi-family office clients. Working closely with Account Executives, carrier partners, and internal service teams, this role supports timely and accurate program administration and contributes to a consistent, high-quality client experience.

• Partner with Account Executives to support the servicing and administration of Family Office accounts.
• Process policy endorsements, coverage changes, renewals, cancellations, and other servicing requests.
• Coordinate billing inquiries, premium payments, carrier follow-up, and related account servicing activities.
• Prepare and distribute insurance documents, including auto ID cards, certificates of insurance, evidence of coverage, and policy-related materials.
• Review policy documents and endorsements for accuracy and completeness.
• Assist with renewal preparation, coverage comparisons, underwriting submissions, and carrier communications.
• Monitor and coordinate outstanding underwriting requirements and policy deliverables.
• Maintain accurate and timely account documentation within agency management systems.
• Collaborate with internal teams and carrier partners to support account servicing needs and operational excellence.
• Support Account Executives in identifying opportunities to enhance insurance solutions and services within existing client relationships.

Qualifications

• Experience in insurance servicing, account management, or a related insurance role preferred.
• Property & Casualty license required or ability to obtain within an established timeframe, where permitted by law.
• Knowledge of personal insurance coverages, policy administration, carrier processes, and billing practices.
• Experience supporting high-net-worth, ultra-high-net-worth, Family Office, or similarly complex insurance programs preferred.
• Strong organizational, analytical, and communication skills.
• Ability to manage multiple priorities while maintaining attention to detail and accuracy.
• Proficiency with Microsoft Office applications and agency management systems.

What You'll Bring

• A collaborative approach to working with colleagues, clients, carriers, and business partners.
• Strong organizational, problem-solving, and time-management skills.
• A commitment to accuracy, responsiveness, and high-quality work.
• The ability to adapt to changing priorities in a fast-paced environment.
• A desire to learn, develop technical expertise, and contribute to a team-oriented culture.

Why Join Our Team

Our Family Office Practice supports complex insurance programs for single and multi-family office clients nationwide. Team members have opportunities to collaborate with experienced professionals, develop specialized industry expertise, and contribute to a service model focused on operational excellence and long-term client relationships. We support professional growth through mentorship, training, continuing education, and opportunities to expand technical and industry knowledge.

Work Arrangement

This is a hybrid position that combines workplace flexibility with opportunities for collaboration across a national Family Office practice.