Account Manager - Private Equity

Houston, Texas, United States of America

Client Services

26002W

Apply now

Houston, Texas, United States of America

Client Services

26002W

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.

About the Position

As an Account Manager in our Private Equity Insurance division, you’ll serve as a trusted advisor to sophisticated clients, overseeing complex accounts and driving strategic solutions. This role demands a high level of expertise, judgment, and leadership in managing relationships and delivering results in a fast-paced, evolving environment. You’ll take ownership, influence outcomes, and lead initiatives that strengthen client partnerships and business growth.

Business unit

Texas Series

Schedule

Full-time

Lockton Benefits Offerings

Click Here

Workplace

Hybrid

Your Responsibilities

Take ownership of a portfolio of private equity clients, ensuring exceptional service and strategic guidance throughout the policy lifecycle.
Lead coordination of coverage placements, renewals, and negotiations with carriers, leveraging market insight to deliver optimal solutions.
Lead preparation and delivery of submission documentation, marketing materials, program summaries, premium comparisons and client presentations, ensuring clarity and impact.
Analyze complex exposure data and loss histories to inform underwriting strategies and risk management recommendations.
Audit policies, endorsements, and binders with precision, ensuring compliance and accuracy at every stage.
Support team with contract and policy reviews.
Bind coverage under the direction of the Account Executive or Team Lead.
Serve as the primary point of contact for client inquiries, resolving issues with confidence and professionalism.
Monitor industry trends, regulatory changes, and emerging risks to proactively advise clients and anticipate needs.
Manage invoicing processes and compliance communications, including coordination with Surplus Lines and internal teams.
Guide and mentor junior team members, fostering collaboration and knowledge sharing.
Drive process improvements and contribute to strategic initiatives that enhance client experience and operational efficiency.
Take ownership of additional projects and responsibilities as assigned by leadership.

Qualifications

Bachelor’s degree in Insurance, Risk Management, Business, or related field (preferred).
Minimum of 2+ years of experience in commercial insurance, underwriting, or risk management, with demonstrated success in client-facing roles.
Working knowledge of Microsoft Office Products.
Strong understanding of commercial lines and casualty coverages; prior brokerage experience preferred.
Exceptional organizational and leadership skills with the ability to manage multiple priorities under pressure.
Advanced analytical and problem-solving abilities to address complex client challenges.
Professional presence with outstanding communication and negotiation skills.
Tech-savvy and quick to adapt to new systems and processes.
A proactive, solutions-oriented mindset with a commitment to continuous improvement.
Ability to work independently while leading collaborative efforts across teams.
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.

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.

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

January 13, 2026

Lockton Releases Ann...

At Lockton, we believe business success and community impact go hand in hand. Our annual Lockton Cares Community Impact Report showcases how Lockton Associates around the world are creating meaningful change through volunteering, charitable giving, and sustainability initiatives that strengthen the communities where we live and work. This commitment to giving back isn’t just a program: it’s part of our culture. From thousands of volunteer hours to global giving campaigns, Lockton empowers its people to make a difference. That’s what sets us apart from our peers and makes Lockton a place where purpose and career growth thrive together. Why Lockton? Empowered people: We trust our Associates to lead, innovate, and give back. Global reach: Impact that spans continents and cultures. Caring culture: A privately held company focused on people, not shareholders. If you’re looking for a career where you can grow professionally while making a positive impact, Lockton is the place for you. Explore the full Lockton Cares Community Impact Report.

December 18, 2025

Making an impact: Ta...

Tabitha Leister has spent over a decade championing the most vulnerable members of her community: children who have experienced abuse and neglect. As a longtime board member of The Children’s Center, she’s helped drive critical support for more than 150 children each year, ensuring they receive therapy, medical care, and legal advocacy. Her passion and persistence have made her a powerful voice for those who often go unheard. From securing sponsorships for the annual Casino Night fundraiser to speaking at local events, Tabitha is a tireless advocate for children who have endured unimaginable hardship. “I want to continue to highlight the work of our child advocates and the comfort they provide to the most helpless victims. I want to highlight the hope they provide to children in seemingly hopeless situations,” she said. In recognition of her unwavering commitment to her community, Tabitha was named the 2025 Lockton Cares Global Community Impact Award recipient. The Community Impact Awards honor Lockton Associates across the globe who go above and beyond to improve their communities through volunteering and philanthropy. Each recipient can direct a $25,000 donation to a charity of their choice, funded directly by the Lockton family. However, the Global award is reserved for one Associate whose impact stands out among the rest, accompanied by a $100,000 donation funded by the Lockton family. “Being selected as the recipient of this award is both an honor and a deeply personal opportunity to make a meaningful impact on an organization I care about profoundly,” said Tabitha. “In my community, I regularly encounter children whose lives will be positively affected by the support this award enables. While I may never know exactly who benefits, I am confident that the impact is real and close to home. Living in a small community means that every time I step outside my front door, I am among those whose lives are being touched.” Tabitha hopes a portion of the donation will be allocated to support the addition of a child therapist who can provide ongoing care to children served by the center – an investment that would significantly enhance the long-term impact the organization is able to make in the lives of children. “Tab is a tireless advocate for children who have experienced abuse and/or neglect in their homes,” said her nominator. “She works to support the Children's Center by serving on the board, volunteering her time, and dedicating tons of time and energy to their annual fundraiser each spring. For as long as I've known Tab, she has been raising awareness of child abuse and neglect by promoting the positive impact the Children's Center has for victims.” Tabitha credits Lockton’s culture for empowering her to make a difference. “One of my favorite aspects of working at Lockton is the company’s genuine commitment to giving back,” she said. “Lockton empowers employees to make a difference in their own communities by providing the flexibility to engage in causes that matter personally. But what stands out most is that Lockton’s focus has never been on gaining recognition, but rather on encouraging each of us to support the organizations and initiatives that speak to our hearts. The fact that a community as small as mine can be recognized and supported by an organization as large as Lockton is something I will carry with me moving forward. It’s a powerful reminder that meaningful impact doesn’t depend on size, but on intention—and Lockton continues to lead with both.”

December 11, 2025

Making an impact: Na...

Newhouse isn’t just a shelter: it’s a lifeline. As Kansas City’s first domestic violence shelter, it provides the second-largest number of beds in the area and offers unique services that break down barriers for survivors. Children make up the largest population at Newhouse, and the shelter partners with Kansas City Public Schools to ensure education continues, even when safety concerns prevent kids from attending traditional classrooms. Onsite psychologists and specialists provide critical support, and unlike many shelters, Newhouse accepts men and pets—because no one should have to choose between safety and family. “Leaving an abusive situation is one of the most dangerous times in a person’s life,” Nadia explains. “Newhouse doesn’t just offer a place to escape; it provides tools for long-term safety including legal assistance, counseling, job placement, and more. The goal is to end the cycle of violence.” Nadia’s journey with Newhouse began through a conversation with a friend who served on the board. “She told me I’d make a great board member,” Nadia says. After applying and interviewing, Nadia joined the board, bringing her insurance expertise to a diverse group of professionals—lawyers, doctors, bankers, architects—all volunteering their skills to strengthen the organization. Today, she serves on the executive committee, helping guide strategy and sustainability. The Lockton Cares Community Impact Awards celebrate Lockton Associates across the globe who go above and beyond to improve their communities through volunteering and philanthropy. Each recipient can direct a $25,000 donation to a charity of their choice, funded directly by the Lockton family. When she first learned she had been selected as a Community Impact Award recipient, her reaction was pure disbelief. Sitting in a State of the Company meeting, she listened as someone described the winner’s deep involvement with domestic violence advocacy. “I thought, Wow, that’s incredible but it can’t be me,” Nadia recalls. Even when the speaker mentioned the executive board, she still didn’t connect the dots. “It wasn’t until they said my name that it hit me. I was shocked and, honestly, felt a little silly for not realizing sooner!” That moment was more than an award announcement; it opened up conversations with coworkers about an issue that often stays hidden. “It reminded me that domestic violence is more common than we think,” Nadia says. “This recognition gave me the chance to share what Newhouse does and help others feel safe and protected. It was emotional and humbling.” Nadia plans to allocate most of her award donation to children’s programs and meals—areas hit hardest by funding cuts. “We want things to feel normal for kids, even in crisis,” she says. “This support helps keep those programs alive.” Looking ahead, Nadia’s goals are ambitious: adding more beds to meet overwhelming demand and partnering with other organizations to expand resources. “We turn away thousands of people every year because there’s not enough space,” she says. “That’s devastating. We have to keep pushing for solutions.” Working with Newhouse has changed Nadia’s perspective. “I’ve always had family and resources to help me through hard times,” she reflects. “Newhouse made me realize how lucky I am and how many barriers others face. It’s easy to assume everyone is fine, but this work reminds me that the need is real.” Professionally, her involvement has strengthened her leadership and advocacy skills. “It’s given me a deeper sense of purpose,” she says. “I want to use my voice to make a difference.” For Nadia, the Community Impact Award isn’t just recognition: it’s a reminder of Lockton’s commitment to people and purpose. “It’s amazing that we have a program that celebrates giving back,” she says. “It keeps the soul in our work. Who else does something like that?” Her message is clear: domestic violence is not a distant issue. It’s here, and the need is urgent. Through Newhouse, Nadia is helping break cycles of abuse and restore hope. “Everyone deserves to feel safe and worthy of love,” she says. “That’s what drives me.”

October 16, 2025

Making an impact: Sh...

The Community Impact Award, funded by the Lockton family, recognizes Associates who exceed expectations in improving their communities through volunteerism and philanthropy. This recognition enables each award recipient to direct a $25,000 donation to a charity of their choice. Sherri Harrison earned this recognition for her work with Operation Help a Hero (OHH), a nonprofit organization providing support to military families. Sherri's journey with Operation Help a Hero (OHH) began with a simple Google search. As the spouse of an active-duty Navy SEAL for the past 28 years, she has experienced firsthand the emotional challenges that come with military life. Always looking for ways to support other military families, Sherri brought that passion with her when she joined Lockton. Wanting to find a cause her new team could rally behind, she discovered Operation Help a Hero, which was a perfect fit for both her values and the team. Operation Help a Hero is a nonprofit organization dedicated to supporting American military members and their families as they prepare for separation, endure the challenges of deployment, and transition back to the U.S. The organization began as a grassroots Marine Ministries and Pen Pal group shortly after the September 11, 2001, attacks. It was founded by Cindy Farnum, who was inspired after a special event at her school. At the time, she had her middle school students welcome local Marines to the school for a Veterans' Day celebration. Over the past 24 years, the organization has evolved into a valuable resource for military families nationwide. After over three years of volunteering and fundraising for OHH, Sherri and the Lockton Southern California team have made a significant difference in the lives of military families across California, specifically through Operation Christmas Spirit, where Lockton Associates come together during the holiday season to buy gifts, gift cards, toys, and other needs of the families and wrap them. Over the years, the event has brought the Lockton San Diego/Irvine and Los Angeles teams together to collaborate on wrapping and delivering these holiday gifts. Often, families with members in the military on deployment are unable to celebrate holidays or milestones with their loved ones. This is why Sherri chose OHH to be the beneficiary of Lockton's Community Impact Award. "I experienced that myself," Sherri said. "Having two boys and with my husband on deployment over the years, I can relate to the emotional experience of worrying about my loved ones. I am aware of the need for support. I am so grateful to Lockton. It is an honor for me and an impact for OHH." Since 2022, when Sherri first introduced OHH initiatives at Lockton, Associates have raised a total of $22,110 to support nine military families through the Operation Christmas Spirit program. And each year, these family adoptions from Lockton Associates increase. In 2024, Sherri organized a full adoption of four families across California and raised a total of $12,900 to help with various challenges the families were facing. "Lockton and its Associates and Producers have been so generous over the years. Their generosity is why we have been able to increase the number of families that we have been able to adopt each year," Sherri said. Cindy Farnum, Director of OHH, said that because of both Sherri and Associates here at Lockton, support for military families through OHH is growing: "It is a huge undertaking. When Sherri reaches out to help families, I will sometimes ask if we can give her a larger family, and she always says yes. I know I can always reach out to her. One thing about Sherri is that she is always flexible and willing to offer her help when it is needed." Although Sherri's community impact through OHH has already helped many military families in a profoundly positive way, she said that she wants to continue expanding this support. "I'm hoping within Lockton, it continues to grow," she said. "We have incredible people at Lockton, and there is something to be said when we all come together to help others. That was something I saw when I first joined Lockton -- not just the willingness to help others, but how it also brings our teams together." Not only will Lockton's donation help support Operation Christmas Spirit this year, but the organization also plans to use the donation to help support Operation Rack Pack. In this barracks project, volunteers will clean barracks rooms, hang welcome posters, fill fridges with drinks and food, and leave welcome home packages for Marines returning from deployment this fall. "The $25,000 Sherri earned through her hard work is game-changing for us. We will serve over 1,000 single Marines and sailors returning from deployment, 10 families through Operation Christmas Spirit, and 10 families in crisis. We sincerely appreciate the help. Thank you to Sherri and everybody at Lockton because we cannot do this without you," Cindy said. Thank you, Sherri, for your dedication to making a positive impact in your community!