Account Executive - Real Estate & Hospitality

Lockton Inc
  • Dallas, TX
    30+ days ago

    Job Description

    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.

    Account Servicing and Support

    • 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.

    Job Requirements / Competencies & Key Behaviors:

    • 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

    Numbers & Facts

    LocationDallas, TX

    Skills

    • Accountingunmatched
    • Artificial Intelligence (AI)unmatched
    • Benchmarkingunmatched
    • Billingunmatched
    • Business Growthunmatched
    • Business Skillsunmatched
    • Claims Managementunmatched
    • Coachingunmatched
    • Consultingunmatched
    • Continuous Improvementunmatched
    • Contract Requirementsunmatched
    • Contract Reviewunmatched
    • Cross-Sellingunmatched
    • Customer Experienceunmatched
    • Customer Relationsunmatched
    • Customer Retention/Renewalunmatched
    • Customer Support/Serviceunmatched
    • Customer/Client Researchunmatched
    • Data Analysisunmatched
    • Due Diligenceunmatched
    • Executive Relationshipsunmatched
    • Insuranceunmatched
    • Leadershipunmatched
    • Loansunmatched
    • Marketing Strategyunmatched
    • Mentoringunmatched
    • Negotiation Skillsunmatched
    • Plan Meetingsunmatched
    • Property Insuranceunmatched
    • Property Managementunmatched
    • Real Estateunmatched
    • Reconciliationunmatched
    • Relationship Managementunmatched
    • Riskunmatched
    • Sales Managementunmatched
    • Sales Prospectingunmatched
    • Sales Supportunmatched
    • Stewardshipunmatched
    • Strategic Accountsunmatched
    • Strategic Planningunmatched
    • Team Buildingunmatched
    • Team Lead/Managerunmatched

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