Lockton

Account Executive - Private Equity

Lockton • $90K — $130K *
Dallas, TX 75217In-Person
Finance & Insurance
5 - 7 years of experience
1 month ago
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Risk Management, Business Administration, or related field preferred.
  • 7+ years of experience in P&C insurance brokerage, casualty underwriting, or complex account management.
  • Active Texas General Lines P&C Insurance License required.
  • In-depth knowledge of casualty coverages, policy language, and private equity risk structures.
  • Service-oriented mindset with strong leadership skills in client relationship management.

Responsibilities

  • Act as the main contact for private equity clients, building trusted relationships.
  • Lead client strategy development, including risk management and renewal negotiations.
  • Offer consultative advice on investment options and regulatory changes impacting portfolios.
  • Prepare and analyze RFPs, providing actionable recommendations to clients.
  • Negotiate terms with carriers to secure optimal outcomes.
  • Identify and pursue new business opportunities for revenue growth.
  • Represent the firm in high-level client meetings and strategic discussions.

Benefits

  • Opportunities for professional development and mentorship.
  • Access to a network of industry leaders and insurance carriers.
  • Supportive company culture emphasizing collaboration and excellence.
  • Potential for travel and flexible work hours to meet client needs.
Full Job Description
Job Summary:

  • Serve as the primary point of contact for private equity clients, building trusted relationships and delivering strategic guidance.
  • Lead the development and execution of client strategies and goals, including risk management planning, coverage design, and renewal negotiations.
  • Provide consultative advice on complex issues such as investment options, claims trends, large claims, abnormal utilization results and regulatory changes impacting private equity portfolios.
  • Oversee preparation of Requests for Proposal (RFPs), analyze responses, and deliver actionable recommendations to clients.
  • Negotiate program terms and costs with carriers, leveraging market expertise to secure optimal outcomes.
  • Establishing and contributing to revenue growth goals by identifying and pursuing new business opportunities through cross-selling and relationship expansion.
  • Represent the firm in high-level client meetings, presentations, and strategic discussions.
  • Mentor and develop team members, fostering a culture of excellence and collaboration.
  • Monitor industry trends, emerging risks, and regulatory developments to proactively advise clients and inform strategy.
  • Collaborate with leadership on operational improvements, policies, procedures and strategic initiatives that enhance the team, client experience and business performance.
  • Cultivate and maintain strong relationships with insurance carriers to ensure competitive terms and responsive service.
  • Take ownership of additional projects and responsibilities as assigned by leadership.


Requirements:

  • Bachelor's degree in Risk Management, Business Administration, or related field (preferred).
  • Minimum of 7+ years of experience in P&C insurance brokerage, casualty underwriting, or complex account management.
  • Active Texas General Lines P&C Insurance License.
  • In-depth knowledge of casualty coverages, policy language, and private equity risk structures.
  • Professional designations such as CPCU or CRIS preferred.
  • Working knowledge of Microsoft Office Products.
  • Proven ability to lead client relationships and deliver strategic solutions under pressure.
  • Exceptional communication, negotiation, and presentation skills with executive-level presence.
  • Advanced analytical and problem-solving abilities to address sophisticated client challenges.
  • Strong business and personal development mindset with a track record of driving growth and creating impact.
  • Ability to mentor and lead teams while collaborating across functions.
  • Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information.
  • Willingness to travel and work outside standard business hours when necessary.
  • Legal authorization to work in the United States.

About Lockton

Lockton Companies is the world's largest privately held insurance brokerage firm, providing insurance, risk management, employee benefits and retirement services. The company was founded in 1966 and is headquartered in Kansas City, Missouri. Lockton has more than 7,500 associates in over 100 offices worldwide. The company serves clients in a variety of industries, including construction, healthcare, hospitality, manufacturing, real estate, and technology. Lockton is known for its innovative solutions and exceptional customer service.
Learn more about Lockton
Size
7,500 employees
Industry
Finance & Insurance
Founded
1966
* Ladders Estimates

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