Strategic Tech Client Partner

Lockton; San Francisco (CA); On-site; USD 120,000 - 190,000; Full time

Job summary

Lockton in San Francisco, CA seeks a Senior Client Advisor to build strong client relationships and provide strategic risk management guidance. You will serve as the primary advisor, understand client goals, and coordinate responses to proposals and vendor services.

Responsibilities include advising on insurance programs, reviewing claims trends, and driving growth through retention and cross-selling. This role requires travel as needed and a deep knowledge of insurance markets and regulatory

Qualifications

• Bachelor’s degree or equivalent professional experience in business-related field.
• 7+ years of client-facing experience in insurance brokerage, risk management, or employee benefits.
• Proven expertise in broker operations, carrier negotiations, and client relationships.
• Strong understanding of industry trends, regulatory requirements, and market dynamics.
• Business development mindset and proven revenue growth ability.

Responsibilities

• Develop and maintain strong, long-term client relationships through proactive engagement.
• Serve as the primary strategic advisor for clients' goals, risks, and programs.
• Provide strategic planning and RFP coordination, vendor responses, and analyses.
• Advise clients on insurance, benefits, and program strategies.
• Review claims activity and performance to identify opportunities and recommendations.
• Support revenue growth through retention, cross-selling, and new business.
• Collaborate with internal teams to ensure seamless client service delivery.

Skills

Client relationships

RFP development

Negotiation

Financial analysis

Education

Bachelor's degree in Business Administration, Risk Management, Finance, Insurance, or related field

Tools

Microsoft Office Suite

Job description

Lockton in San Francisco, CA seeks a Senior Client Advisor to build strong client relationships and provide strategic risk management guidance. You will serve as the primary advisor, understand client goals, and coordinate responses to proposals and vendor services.

Responsibilities include advising on insurance programs, reviewing claims trends, and driving growth through retention and cross-selling. This role requires travel as needed and a deep knowledge of insurance markets and regulatory