Account Executive - Private Equity

Lockton•Dallas, TX

About The Position

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.

Requirements

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.
Legal authorization to work in the United States.

Nice To Haves

Bachelor’s degree in Risk Management, Business Administration, or related field.
Professional designations such as CPCU or CRIS.

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.
Establish and contribute 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.