Account Executive -PRS

Account Executive -PRS

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.

Qualifications

• Property & Casualty License.

• Demonstrated experience managing complex insurance programs and client relationships.

• Strong knowledge of personal insurance coverages, risk management principles, and protection strategies relevant to Family Office clients.

• Strong interpersonal, communication, presentation, relationship management, analytical, organizational, and problem-solving skills.

• Ability to manage competing priorities while maintaining a high level of accuracy and service.

• Proficiency in Microsoft Office applications and agency management systems.

• Preferred Qualifications

• Bachelor's degree.

• Professional designations such as CPRIA, CIC, CRM, CPCU, CAPI, or similar.

• Experience serving Family Offices, multi-generational families, or similarly complex relationships.

• Work Environment

• This position operates in a hybrid work environment with a combination of in-office and remote work. Periodic travel for client meetings, business development activities, and team events may be required.

• Equal Opportunity Statement

• Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.

• At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.

• About Lockton

• Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what’s right every day.

• At Lockton, we believe in the power of all people. You belong at Lockton.

• How We Will Support You

• At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.

• We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.

• No Agencies Please

• Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.

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• Life at Lockton

• August 28, 2026

• 18 Years as a Best P...

• If you’re looking for a place to grow, lead, and do work that matters, take a closer look at Lockton. For the 18th consecutive year, Lockton has been named one of the Best Places to Work in Insurance—a recognition that reflects the people-first culture our Associates help build every day. At Lockton, independence gives us the freedom to invest in what matters most: our people. As the world’s largest privately held independent insurance brokerage, we offer the energy of an entrepreneurial company with the stability, scale, and opportunity of a global business. Own your career. Help build what’s next. Whether you are launching your career or bringing years of experience, Lockton could be the place for you. Explore opportunities and discover what makes life at Lockton different. About Best Places to Work in Insurance Best Places to Work in Insurance is an annual workplace recognition program presented by Business Insurance and Best Companies Group. The research-driven program examines company practices, programs, and benefits and surveys employees about their workplace experience, including engagement and satisfaction.

• July 17, 2026

• Lockton Recognized b...

• Lockton is proud to be recognized by Seramount with two 2026 honors: Seramount’s 100 Best Companies list (second consecutive year) Leading Company in Seramount’s Talent & Inclusion Initi