Technology Client Executive

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

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.

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.