Account Manager, Client Executive Team

About This Role

This role delivers high-touch service and operational excellence to high net worth clients in partnership with Client Executives. The Account Manager coordinates daily service, drives new business readiness, and supports placement and renewal execution.

Responsibilities

• 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, ID cards, 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
• 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
• 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
• 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

Requirements

• Minimum of three years' experience in servicing high net worth clients
• Advanced knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
• Proven ability to manage and retain a complex book of business
• Strong negotiation, analytical, and critical thinking skills
• Strong verbal and interpersonal communication skills
• Professional presence and ability to advise high-net-worth clients and their advisors
• Proficiency with agency management systems (Epic or comparable)
• Strong organizational skills with the ability to manage multiple deadlines

Qualifications

• Minimum of three years' experience in servicing high net worth clients

Nice to Have

• Experience with high net worth carriers (Chubb, Private Client Services, Pure, Cincinnati, and Berkley One)

Skills

* Required skills