Account Manager -PRS

Responsibilities

The Account Manager provides operational and service support for complex insurance programs for family office clients. Responsibilities include processing policy endorsements, managing billing inquiries, and collaborating with account executives to ensure high-quality client service.

Requirements

Candidates should have experience in insurance servicing or account management and possess a Property & Casualty license or the ability to obtain one. Proficiency in Microsoft Office and agency management systems, along with strong organizational and analytical skills, is required.

Skills

• Insurance servicing
• Account management
• Policy administration
• Billing practices
• Property & Casualty license
• High-net-worth insurance
• Family Office insurance
• Microsoft Office
• Agency management systems
• Analytical skills
• Communication skills
• Time management
• Problem-solving
• Attention to detail
• Underwriting submissions
• Client relationship management

Benefits

• Mentorship
• Training
• Continuing education

About this role

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.

• 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.
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About Lockton

Insurance · 10,001+ employees · headquartered in Global · founded 1966