Lockton · 6 days ago
Account Executive - Private Equity
Houston, TX
Full-time
Onsite
Senior Level
7+ years expLockton is a leading insurance brokerage firm, and they are seeking an Account Executive to manage private equity clients. The role involves building relationships, executing client strategies, and providing consultative advice on complex issues within the private equity sector.
Auto InsuranceInsuranceRisk Management
Responsibilities
Serve as the primary point of contact for private equity clients, building trusted relationships and delivering strategic guidance
Lead the development and execution of client strategies and goals, including risk management planning, coverage design, and renewal negotiations
Provide consultative advice on complex issues such as investment options, claims trends, large claims, abnormal utilization results and regulatory changes impacting private equity portfolios
Oversee preparation of Requests for Proposal (RFPs), analyze responses, and deliver actionable recommendations to clients
Negotiate program terms and costs with carriers, leveraging market expertise to secure optimal outcomes
Establishing and contributing to revenue growth goals by identifying and pursuing new business opportunities through cross-selling and relationship expansion
Represent the firm in high-level client meetings, presentations, and strategic discussions
Mentor and develop team members, fostering a culture of excellence and collaboration
Monitor industry trends, emerging risks, and regulatory developments to proactively advise clients and inform strategy
Collaborate with leadership on operational improvements, policies, procedures and strategic initiatives that enhance the team, client experience and business performance
Cultivate and maintain strong relationships with insurance carriers to ensure competitive terms and responsive service
Take ownership of additional projects and responsibilities as assigned by leadership
Qualification
Required
Minimum of 7+ years of experience in P&C insurance brokerage, casualty underwriting, or complex account management
Active Texas General Lines P&C Insurance License
In-depth knowledge of casualty coverages, policy language, and private equity risk structures
Working knowledge of Microsoft Office Products
Proven ability to lead client relationships and deliver strategic solutions under pressure
Exceptional communication, negotiation, and presentation skills with executive-level presence
Advanced analytical and problem-solving abilities to address sophisticated client challenges
Strong business and personal development mindset with a track record of driving growth and creating impact
Ability to mentor and lead teams while collaborating across functions
Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
Willingness to travel and work outside standard business hours when necessary
Legal authorization to work in the United States
Preferred
Bachelor's degree in Risk Management, Business Administration, or related field
Professional designations such as CPCU or CRIS
Company
Lockton
Lockton provides risk management and insurance services.
10001+ employees
H1B Sponsorship
Lockton has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)
Funding
Current Stage
Late StageLeadership Team
Mohammad Al Abdul Jabbar
Chief Executive Officer
Scott Bastian
Senior Vice President
Recent News
Channel NewsAsia
2025-09-23
FF News | Fintech Finance
2025-04-19
Company data provided by crunchbase