Account Manager -PRS

Lockton Companies; Kansas City (MO); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

12-week paid parental leave

Rolex after 10 years

Paid training and professional develop

Community involvement

Job summary

Lockton Companies in Kansas City, Missouri, is seeking an Account Manager to provide operational and service support for complex insurance programs serving single and multi-family office clients. You will work with Account Executives, carrier partners, and internal teams to ensure accurate administration and top-tier client experience.

The role requires experience in insurance servicing or account management, a Property & Casualty license or ability to obtain it, and strong organizational and

Qualifications

• Experience in insurance servicing or account management is preferred.
• Property & Casualty license required or ability to obtain within a stated timeframe where permitted by law.
• Knowledge of personal insurance coverages, policy administration, carrier processes, and billing practices.

Responsibilities

• Partner with Account Executives to support 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 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 within existing client relationships.

Skills

Insurance servicing

Account management

Customer service

Communication skills

Attention to detail

MS Office

Education

Property & Casualty license

Tools

Agency management systems

Microsoft Office

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.

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!

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.

Key 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.

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.

#LI-JM

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.

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.