Technology Client Executive

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San Francisco, California, United States of America

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Client Services

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2601XB

Apply now

Technology Client Executive

Location Icon

San Francisco, California, United States of America

Bag Icon

Client Services

Profile Icon

2601XB

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.

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About the Position

At Lockton, our Client Executives serve as trusted advisors, strategic consultants, and advocates for our clients. This role is responsible for building and strengthening long-term client relationships while delivering innovative insurance, risk management, and employee benefits solutions that align with clients' business objectives. The Client Executive partners closely with clients, carriers, vendors, and internal service teams to provide strategic guidance, oversee complex insurance and benefits programs, drive client retention and growth, and ensure an exceptional service experience. Through industry expertise, market insight, and a commitment to client success, this individual plays a critical role in helping clients navigate an evolving risk landscape while advancing Lockton's reputation as the world's largest privately held insurance brokerage.

Business unit

West Series

Salary

$225,000-$325,000

Schedule

Full-time

Lockton Benefits Offerings

Click Here

Workplace

Hybrid

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Your Responsibilities

Essential Responsibilities

-Develop and maintain strong, long-term relationships with assigned clients through proactive and ongoing engagement.

-Serve as the primary strategic advisor, understanding each client's unique business goals, challenges, and risk management objectives.

-Provide strategic planning and consultative support, including the development of Requests for Proposal (RFPs), coordination of vendor responses, comparative analysis, and recommendation development.

-Advise clients on insurance, employee benefits, investment options, vendor services, fee structures, and overall program strategies.

-Review client claims activity, utilization trends, and financial performance to identify opportunities and provide recommendations.

-Evaluate and issue profitability assessments for fee-at-risk proposals.

-Support the achievement of revenue and growth objectives through client retention, cross-selling, and new business development opportunities.

-Coordinate marketing strategies and market selection for new and renewal business.

-Negotiate favorable program terms, coverage solutions, and pricing with carriers and vendors.

-Facilitate issue resolution between clients and insurance carriers, vendors, and service providers.

-Collaborate with internal teams to ensure seamless delivery of client services, including claims, loss control, and account management support.

-Develop and maintain strong relationships with insurance carriers, broker servicing networks, and strategic partners.

-Contribute to the development and implementation of departmental procedures, operating practices, and strategic initiatives.

-Monitor industry trends, emerging products, competitive market conditions, and regulatory developments to provide informed client guidance.

-Mentor, coach, and support the development of junior team members.

-Participate in business development activities and represent Lockton in client and industry settings.

-Perform other duties and responsibilities as assigned.

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Qualifications

-Bachelor's degree in Business Administration, Risk Management, Finance, Insurance, or a related field; equivalent professional experience will be considered.

-Typically 7+ years of client-facing experience within the insurance brokerage, risk management, employee benefits, or related consulting industry.

-Demonstrated expertise in insurance brokerage operations, carrier negotiations, and client relationship management.

-Strong understanding of industry trends, regulatory requirements, and market dynamics.

-Business development and revenue growth mindset.

-Strong knowledge of insurance markets, carriers, and risk management solutions.

-Commitment to delivering exceptional client service and outcomes.

-Proven ability to consult with senior-level client stakeholders and provide strategic recommendations.

-Strong analytical and problem-solving skills with the ability to evaluate data and develop actionable solutions.

-Proficiency with Microsoft Office Suite, including Word, Excel, Outlook, and PowerPoint.

-Ability to travel as needed by automobile and air to support client and business objectives.

-Legally authorized 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.

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