Account Manager, Client Executive Team -PRS

Overview

Account Manager, Client Executive Team
-PRS
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 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

Secondary locations:
Miami, Tampa, Dallas, Chicago, Phoenix, Denver, Detroit, Seattle

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, , 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…