Technology Client Executive

Lockton; San Francisco (CA); On-site; USD 140,000 - 230,000; Full time

Job summary

Lockton in San Francisco is seeking an experienced client advisory professional to manage strategic relationships for assigned clients. You will act as the primary advisor on risk management, insurance programs, and vendor options, while coordinating RFP processes and market responses.

With 7+ years in insurance brokerage or risk consulting, you will guide clients on program strategies, claims trends, and profitability, while mentoring junior staff and contributing to growth initiatives.

Qualifications

• Bachelor's degree required; related fields welcomed.
• 7+ years of client-facing insurance brokerage or risk management experience preferred.
• Strong understanding of insurance markets, regulatory requirements, and market dynamics.
• Ability to consult with senior stakeholders and provide strategic recommendations.
• Proven ability to develop revenue growth and manage client relationships.

Responsibilities

• Develop and maintain strong, long-term relationships with assigned clients through proactive engagement.
• Serve as the primary strategic advisor, understanding each client's goals, challenges, and risk management objectives.
• Provide strategic planning and consultative support, including RFPs, vendor responses, analysis, and recommendations.
• 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.
• Mentor, coach, and support the development of junior team members.
• Participate in business development activities and represent Lockton in client and industry settings.

Skills

Client relationship management

Strategic advisory

Sales / business development

Negotiation

Data analysis

MS Office proficiency

Travel readiness

Regulatory knowledge

Communication

Education

Bachelor's degree in Business Administration/Finance/Insurance

Tools

MS Office

Job description

• 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.

Your 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.