Director- Public/Private Transaction Leader

San Francisco, California, United States of America

Management

25001J

Apply now

San Francisco, California, United States of America

Management

25001J

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.

Business unit

West Series

Salary

$180,000-$250,000

Schedule

Full-time

Job type

Standard

Workplace

Hybrid

Your Responsibilities

Key Responsibilities:

Client Education and Support:
• Educate clients on management liability risks at all stages of company lifecycle (including M&A, public company readiness, etc.), claims processes, and best practices for risk management.
• Organize and conduct training sessions or webinars to keep prospects and clients informed on related issues, including legal and regulatory updates.

Insurance Brokerage:
• Develop and maintain relationships with clients, insurers, and other stakeholders.
• Assess client needs and recommend appropriate insurance coverage options, tailored to their risk profile.
• Stay up-to-date on the latest trends, products, and market developments in the professional liability insurance space.
Claims Advocacy:
• Act as the point of contact and advocacy for clients throughout the claims process.
• Assist clients with claims strategy.
• Coordinate with insurers, legal teams, and other parties involved in the claims process to ensure timely and fair resolution.
• Provide expert advice to clients on the merits of claims, potential exposures, and risk mitigation strategies.
• Analyze claims trends and outcomes, advising clients on strategies to minimize future liabilities and improve claims outcomes.
Risk Consulting:
• Conduct thorough risk assessments for clients, identifying potential exposures related to corporate governance, executive management, and operational practices.
• Provide clients with strategic guidance on risk mitigation, crisis management, and governance best practices.
• Assist clients in understanding emerging liabilities and regulatory changes that may impact their business and/or available coverage.
• Develop and present risk management reports and recommendations to senior management teams.
Business Development:
• Proactively identify and pursue new business opportunities, targeting new clients.
• Build and nurture relationships with key decision-makers and stakeholders in target markets, including executives, risk managers, and legal teams.
• Develop and implement strategies to expand market share.
• Participate in networking events, industry conferences, and forums to build brand awareness and establish thought leadership.
• Collaborate with the sales and marketing teams to create compelling proposals and presentations for potential clients.
• Assist in cross-selling other risk management services to existing clients and drive overall revenue growth.
• Track and report on business development activities, including pipeline management, lead generation, and conversion rates.

Qualifications

Position qualifications

• Juris Doctor
• Minimum of 8 years of experience in M&A insurance brokerage, claims management, legal or related fields.
• Deep understanding of risks facing Directors & Officers, corporate governance, and legal principles.
• Excellent negotiation, communication, and interpersonal skills.
• Strong analytical skills with the ability to assess complex risk scenarios.
• Ability to work independently as well as part of a team in a fast-paced environment.
• Licensed Property & Casualty Insurance Broker (or achieved within 90 days)
• Ability to travel up to 50% of the time

• Ability to work outside of regular business hours

• Legally able to work in the United States

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.

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The Community Impact Award, funded by the Lockton family, honors Associates who go above and beyond to improve their communities through volunteering and philanthropy. This recognition enables each award recipient to direct a $25,000 donation to a charity of their choice, provided by the Lockton family. This year, both Rae Lynn Zachary and Shannan Smith were celebrated for their work with the Leukemia & Lymphoma Society (LLS), an organization dedicated to fighting blood cancers and improving the lives of patients and their families. Since 2011, Rae Lynn has been a dedicated participant in LLS’s fundraising walks, organizing teams in Lockton’s San Francisco office before transitioning to individual efforts. To date, she’s raised more than $37,000 personally, with an additional $33,000 from team contributions. Her involvement stems from personal loss: “I first became involved after my uncle passed away from leukemia in 2009,” she shares. “But it really became personal when a colleague’s infant son was diagnosed with the disease. Seeing him survive after months of treatment gave me a reason to keep going. Since then, I’ve lost two more family members and a friend to leukemia. That’s what drives me to keep walking and fundraising year after year.” For Shannan, supporting LLS began as a way to rally around a family friend diagnosed with acute lymphocytic leukemia (ALL) in 2014. To raise awareness, she organized the first "Lemonade for Leukemia" stand within her neighborhood, raising $415 in one weekend and turning the event into an annual summer tradition. “We then walk in the Light the Night event each September,” Shannan adds. “This cause became even more personal this year when a cousin was diagnosed and recently underwent a transplant. I’m hopeful that she, too, will be able to look back one day and see all the progress the LLS has made.” Both Rae Lynn and Shannan share a commitment to instilling the value of community service in their families, hoping to inspire the next generation to carry on their legacy. For Rae Lynn, involvement in LLS is a lasting commitment she hopes to carry into retirement. Shannan, inspired by her role as a mother and leader, aims to pass down her passion for service to her three daughters, saying, “I want them to understand the importance of giving back to those in need when you have the means to do so.” By demonstrating compassion and resilience through their work, both women have become role models within Lockton, their families and communities. The Community Impact Award holds deep significance for both women. “This award isn’t just about the donation—it’s a reflection of Lockton’s commitment to giving back,” Rae Lynn says. “Lockton encourages us to get involved in the causes we care about and provides the support to make that happen.” Shannan echoed this sentiment, describing how Lockton’s C.A.R.E. Committee and volunteer days foster a culture of compassion: “Lockton truly cares about what drives its Associates, giving us the flexibility to serve our clients while also supporting our community work.” Through their dedication and Lockton’s support, Rae Lynn Zachary and Shannan Smith are making a lasting impact, offering hope to those affected by blood cancer.