What are the responsibilities and job description for the Account Manager -PRS position at Lockton?
Your Responsibilities
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
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.
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
- 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.
- 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.
- 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.
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.