Overview
Schedule
Full-time
Career level
Senior-level
Remote
On-site
Job Description
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.
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FAQs About Account Manager -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 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.