Associate Client Executive, Private Equity Real Estate

Location Icon

New York City, New York, United States of America

Bag Icon

Client Services

Profile Icon

2400WH

Apply now

Associate Client Executive, Private Equity Real Estate

Location Icon

New York City, New York, United States of America

Bag Icon

Client Services

Profile Icon

2400WH

Apply now
Working at Lockton

At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.

Secondary locations

Philadelphia, Boston, Washington DC

Business unit

Northeast Series

Salary

$170,000-$200,000

Schedule

Full-time

Job type

Standard

Workplace

Hybrid

Responsibility Icon

Your Responsibilities

About Lockton Northeast:      

For the Northeast Series, you’ll find our people in the metropolitan areas spanning Washington DC, Philadelphia, New York City, Hartford, Norwalk, Boston, and Portland ME.  With our unmatched work ethic, and an ability to go above and beyond to make a difference for our clients, the Northeast continues to experience double-digit (organic!) growth.    

We offer a flexible & hybrid work environment that allows our Associates to split their time between in-person and remote.    

Summary:

Our Private Equity Real Estate (PERE) team is growing and are looking to add an Associate Client Executive (ACE) to support our clients and the practice. The ACE will have a key role in managing client relationships along with senior members of the team.  Specific responsibilities include the management, marketing, and planning for current and prospective Lockton clients with a focus on the Real Estate and Private Equity space. Direct interaction, client engagement and relationship building within the insurance marketplace are key components for this position. This position necessitates working from a Lockton Northeast Office.

A successful candidate will have:

  • Strong interpersonal skills and ability to communicate effectively and professionally, both verbally and in writing
  • An ability to manage time, prioritize and ensure that deadlines are met without compromising quality
  • An entrepreneurial spirit with a desire to continually expand knowledge of Real Estate and Private Equity and grow within the company

Core Responsibilities:

  • Lead the renewal of current client insurance programs from origination to completion and be active with new business opportunities. 
  • Management of renewal process from exposure gathering and analysis, market selection and submission, and the negotiation of coverage terms, conditions and pricing, proposal, and binding.
  • Prepare articulate, organized, and professional presentations (oral and/or written) for all levels of client contacts.
  • Support M&A diligence and review programs for target acquisitions
  • Proactive and strategic anticipation of client needs and timely response to client inquiries and the requests of Producers and Unit Manager.  Deliver best-in-class customer service by consistently exceeding client and team expectations.
  • Prepare written correspondence, report, and analyses as needed.
  • Review contracts and demonstrate the ability to identify contractual requirements within the contract and compliance with insurance requirements.
  • Mentor and lead Analyst Associates.
  • Develop and maintain carrier relationships at the underwriting level.
  • Attend team/practice meetings, educational workshops, carrier functions, staff meetings, and social events as needed.
  • Out of town travel infrequently required.

Qualification Icon

Qualifications

  • Bachelor’s degree in business, risk management, or related field; or equivalent education and/or work experience.
  • A minimum of 5 years’ experience with commercial property and casualty account management.
  • Knowledge of multiple lines of property and casualty insurance coverage’s as they relate to various industries.
  • Effective time management skills necessary to prioritize workflow and manage priorities.
  • Ability to work outside of normal business hours when needed.
  • Ability to influence outcomes through professional, tactful negotiation and persuasion.
  • Proactive thinking, analytical and problem-solving skills.
  • Demonstrated interpersonal communication skills and ability to interact with Associates at all levels of responsibility.
  • Current insurance license required; ARM, CRIS, CIC, CRM, or CPCU certification preferred.
  • Strong knowledge of MS Word, Excel and Outlook.

Benefits:

Lockton is committed to advancing diversity and inclusion. We have a dynamic entrepreneurial culture in which our people are empowered to make a difference to better serve client needs. We are committed to giving back to our communities and we are invested in your success. 

We offer a competitive total rewards package, continuing education & training, and tremendous potential with a growing organization

The salary of the finalist selected for this role will be set based on a variety of factors, including but not limited to departmental budgets, qualifications, experience, education, licenses, specialty, and training. The hiring range represents the company’s good faith and reasonable estimate of the range of possible compensation at the time of posting.

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 10,000+ Associates doing business in over 100 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.

Learn more about your Lockton experience

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.

Similar Vacancies

View all

Life at Lockton

Life at Lockton Article Header US News Award

October 7, 2024

Lockton recognized a...
Lockton is proud to announce that we have been named one of the 2024-2025 Best Companies to Work For by U.S. News & World Report. This recognition highlights our commitment to creating a workplace that meets the needs of our people. In addition to this honor, Lockton has also been recognized as one of the best companies in the Financial Services division. At Lockton, our people are our greatest asset. We empower and trust our employees to do what’s right for our clients, each other, and our communities. We support our team and their families through every stage of life with top-tier benefits. Our private ownership allows us to reinvest in our business continually, driving long-term strategic growth. This investment in our people and capabilities ensures greater stability, security, and expertise. Learn more about your experience at Lockton. U.S. News & World Report’s Best Companies to Work For ratings are based on employee sentiment regarding pay and benefits, work-life balance, professional development, and physical and psychological comfort. To be eligible for the Best Companies to Work For: Private Companies list, organizations must be nonpublicly traded, have more than 5,000 employees, and generate over $500 million in annual revenue, as defined by Crunchbase. Additionally, these companies must have at least 75 U.S.-based Glassdoor reviews from 2020 to 2023. Click here to view the full list.
Life at Lockton Article Header_RISE

October 4, 2024

Lockton named to the...
Lockton is thrilled to share that we have been named to the RISE Professionals 2024 Elite 50 Internships list. This recognition underscores our dedication to offering an outstanding internship experience and cultivating future leaders in the insurance sector. RISE Professionals annually reviews and selects internship programs that excel in developing talent, creating meaningful experiences, and supporting the growth of young professionals in the insurance industry. The 2024 Elite 50 Internships were chosen based on criteria such as mentorship programs, leadership development, diversity and inclusion initiatives, and hands-on learning approaches. Lockton internships offer a vibrant setting that fosters both personal and professional development. Our program includes a variety of talent development classes, such as resume workshops, etiquette courses, and training on business lines and client service. Through real-life projects, our interns gain essential workplace skills. Additionally, they build lasting relationships with peers and enjoy unparalleled access to supportive leaders and Associates, all of whom are dedicated to helping them achieve their full potential. Click here to view the full RISE 2024 Elite 50 Internships list.
Life at Lockton Article Header - 1

September 26, 2024

Our Global Community...
Lockton is a company with a purpose. Every day, we strive to create a remarkably better world – to be more, do more, and care more. It is who we are. Lockton and our people have been working around the world to advance our collective impact, and we are proud to share our first global Lockton Cares report with you. In this report, you will find inspiring stories of giving – from both Lockton as a company and our empowered Associates – that have made positive changes in our neighborhoods. Though these stories do not represent the totality of our story, they give you a snapshot of how Lockton, and more importantly our people, are helping our communities reach their ultimate potential. Read our 2024 Lockton Cares Report.
Life at Lockton Article Header - 1

September 12, 2024

Creating a Remarkabl...
At Lockton, we empower our people, clients, and communities to achieve their ultimate potential. In the last two years, we’ve made great strides in building on our foundation to make changes, decisions, and investments that will result in positive global outcomes. We’ve become a better employer, client advisor, and community partner. We’ve invested in understanding our environmental footprint, formalized a global committee, and doubled down on our commitment to our people and neighborhoods — to name a few. The efforts and expertise of our people and leaders worldwide to further our values and solidify our commitments are creating changes that will continue to help us achieve a remarkably better world. As always, we remain committed to being an employer of choice, trusted client advisor, and active community partner. We look forward to our ongoing progress in this space. Read the 2024 Lockton Impact Report.