Executive Assistant

Lockton Companies; San Francisco, Northern (CA, KY); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health insurance

Career growth opportunities

Job summary

Lockton Companies in San Francisco, CA seeks an Executive Assistant to partner with Producers and senior leaders, optimizing time, calendars and workflows while surfacing insights for decision making. The role relies on proactive, tech-forward thinking in a fast-paced, relationship-driven environment.

The ideal candidate brings 3–5 years of admin/sales support experience, strong MS Office skills, and a track record of handling confidential information with discretion.

Qualifications

• Bachelor’s degree in a business-related program or equivalent education and/or experience preferred.
• A minimum of three to five years of previous administrative and/or sales support experience.
• Proficiency in Microsoft Office suite.
• Strong attention to detail required.
• Must have strong verbal, written, and interpersonal skills to interact with clients, project team members, and associates at all levels of responsibility.
• Must be able to handle confidential information with discretion and trust.

Responsibilities

• Strategic Time, Calendar and Workflow Optimization for Producers and leaders.
• Act as trusted communication bridge between leaders and stakeholders; craft concise, executive-ready insights.
• Plan and support events, conferences and client engagements with focus on experience quality.
• Maintain and enhance client and prospect data within Salesforce; surface insights and risk indicators.
• Review accounts receivable monthly and coordinate with account teams on aged receivables.
• Support accounting-related activities, including expense submissions and related documentation.

Skills

Strong communication

Interpersonal skills

Discretion with confidential info

Attention to detail

Independent with good judgment

MS Office proficiency

Education

Bachelor’s degree in business or related field

Tools

Salesforce

Microsoft Office

Job description

San Francisco, California, United States of America

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.

The Executive Assistant (EA) is a strategic business partner to Producers and key business leaders, serving as a force multiplier for time, focus, and revenue‑generating activity. This role goes beyond traditional administrative support to actively optimize workflows, surface insights, and enable leaders to operate at their highest and best use.

Leveraging advanced digital tools, automation, and AI‑enabled workflows, the EA anticipates needs, filters priorities, and translates information into action. The EA is trusted with confidential information and operates as an extension of the Producer’s judgment, brand, and business strategy. The ideal candidate is business‑minded, tech‑forward, and highly proactive, thriving in a fast‑paced, relationship‑driven environment.

Position responsibilities

Strategic Time, Calendar and Workflow Optimization

Utilize CoPilot for proactively monitor email inboxes, flagging items that require immediate attention and responding on behalf of the Producer / leader when appropriate.

Prepare agendas, compile necessary documents and ensure the Producer is well‑prepared for meetings. Collect action items following meeting and drive action for applicable items.

Arrange for meeting rooms, food/beverages, lunch reservations, etc., as necessary.

Arrange all phases of travel for Producers; maintain records, itineraries, and travel credits

Actively manage calendars to efficiently align with revenue driving activities and strategic priorities.

Serve as a strategic gatekeeper for meeting requests, applying judgment to prioritize, redirect, or decline based on business impact.

Lead weekly team meeting with applicable stakeholders. In preparation, capture, synthesize, and track action items following meetings, driving timely execution and accountability.

Continuously assess and improve workflows to eliminate friction and increase effectiveness.

Communication and Decision Support

Act as a trusted communication bridge between Producer / Leader and internal/external stakeholders, ensuring clarity, professionalism and responsiveness.

Curate information into concise, executive‑ready insights that support informed decision making.

Anticipate questions, risks or follow‑ups before they surface and proactively provide context or solutions.

Draft, review and proofread high‑quality communications including emails, memos, reports and presentations

Manage drafting and posting of “Lockton Wins” announcements

Event and Relationship Experience Management

Plan and support events, conferences and client engagements with a focus on experience quality and business outcomes

Take a proactive approach to understanding client profiles, preferences and touchpoints to maximize relationship‑building opportunities

Provide on‑site support for events as needed

Coordinate non‑profit / board responsibilities as requested (i.e., agendas, RSVPs to meetings, etc.)

Curate and coordinate logistics for client gifts, team appreciation outings and other touchpoints for internal / external stakeholders

Data, CRM and Financial Insight Support

Maintain and enhance client and prospect data within Salesforce, ensuring accuracy and usability

Leverage CRM and financial data to surface insights, follow‑ups, and risk indicators for Producer attention

Review accounts receivable monthly and proactively coordinate with account teams on aged receivables

Support accounting‑related activities, including expense submissions, bill pay, capital accounts, commission statement reconciliation and related documentation.

Create and maintain files of correspondence and other records, processing files for dead storage, as necessary

Other Duties

Perform other work‑related duties as assigned

Qualifications

Bachelor’s degree in a business‑related program or equivalent education and/or experience preferred

A minimum of three to five years of previous administrative and/or sales support experience

Proficiency in the use of Microsoft Office suite

Strong attention to detail required

Must have strong verbal, written, and interpersonal skills to interact with clients, project team members, and associates at all levels of responsibility, representing Lockton in the highest professional manor

Exceptional organizational and time management skills to prioritize workload and meet deadlines required

Must be results‑oriented with the ability to be adaptable and proactive

Must be able to handle confidential information with discretion and trust

Ability to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information

Must have the ability to work independently and use good judgment in recognizing scope of authority and urgency

Demonstrated ability to follow through promptly on tasks to their completion

Legally able to work in the United States

Equal Opportunity Statement

Lockton Companies is proud to provide everyone anequal 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 learnsfrom, celebrates and thrives because of ourbreadth 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.

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.