Overview
Schedule
Full-time
Career level
Senior-level
Remote
Hybrid remote
Benefits
Career Development
Job Description
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.
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FAQs About Account Executive -Prs Jobs at Lockton
What is the work location for this position at Lockton?
This job at Lockton is located in Kansas City, MO, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Lockton?
Employer has not shared pay details for this role.
What employment applies to this position at Lockton?
Lockton lists this role as a Full-time position.
What experience level is required for this role at Lockton?
Lockton is looking for a candidate with "Senior-level" experience level.
What benefits are offered by Lockton for this role?
Lockton offers Career Development for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Lockton?
You can apply for this role at Lockton either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.