Account Executive - Real Estate & Hospitality

Lockton • Dallas, TX

4h

About The Position

Lockton is seeking a strategic, consultative Account Executive to lead complex real estate and hospitality client relationships. The Account Executive serves as the primary advisor to clients, leads renewal strategy and insurance placements, manages the service team, and coordinates resources across Lockton specialty practices. This role combines executive relationship management, technical insurance expertise, business consulting, data analytics, and team leadership to deliver exceptional client outcomes.

Requirements

• Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent
• Typically more than 7 years of Client services experience is required
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
• Strong verbal and interpersonal communication skills required
• Demonstrates strong working knowledge and experience within brokerage industry
• Understands industry trends and governmental regulations
• Ability to complete continuing education requirements as needed
• Ability to attend company, department, and team meetings as required, including industry training sessions
• Ability to comply with all company policies and procedures, proactively protecting confidentiality of Client and company information
• Ability to efficiently organize work and manage time in order to meet deadlines
• Ability to travel by automobile and aircraft
• Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine
• Ability to work on a computer for a prolonged amount of time
• Ability to work outside of normal business hours as needed
• Legally able to work in the United States

Nice To Haves

• Strategic Leadership
• Business Acumen
• Customer Focus
• Executive Communication
• Decision Making
• Planning & Organization
• Technical Insurance Expertise
• Innovation & Continuous Improvement
• Coaching & Team Development
• Driving Results
• Emotional Intelligence
• Adaptability

Responsibilities

• Serve as the strategic advisor and primary client contact for assigned accounts.
• Lead annual renewal strategy, marketing, negotiations, and placement for Property, Casualty and specialty coverages.
• Develop long-term risk financing and insurance strategies aligned with client business objectives.
• Lead Account Managers and Assistant Account Managers while coordinating claims, loss control, analytics, surety and specialty practices.
• Present executive-level stewardship, renewal and strategic planning meetings.
• Support acquisitions, lender requirements, contract review, due diligence and insurance program integration.
• Develop complete premium allocation models across ownership entities, lenders, investors, operating companies and managed properties.
• Understand and coordinate the accounting functions unique to real estate insurance programs including premium allocations, invoicing, reconciliations, lender allocations and financial coordination with client accounting teams.
• Develop carrier strategy, negotiate coverage enhancements and maintain senior market relationships.
• Leverage analytics, catastrophe modeling, benchmarking and portfolio data to improve client decisions and renewal outcomes.
• Champion innovation through technology, AI-enabled tools and the Lockton Sage Intelligence Platform to enhance consulting and client experience.
• Mentor and develop junior associates while fostering collaboration and accountability.
• Identify cross-selling opportunities and support new business growth.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior