Placement Strategist

If you thrive on winning new business and closing complex, high-value deals, you’ll feel at home at Lockton. As a Placement Strategist within Private Risk Solutions, you are at the center of the deal. You bring together producers, carriers, and clients to shape strategy, navigate complexity, and ultimately win. This role is equal parts technical expertise, relationship management, and deal leadership. Success in this role requires strong partnerships with carriers, the ability to deeply understand client needs, and the confidence to lead a consultative process that moves opportunities from initial discovery through binding. You might be a fit if you… • Naturally move deals forward and focus on outcomes, not activity • Thrive in complexity and can translate technical client needs into market strategy • Build credibility quickly with producers, prospects, and carriers • Approach opportunities with curiosity, asking the right questions to uncover what really matters • Are energized by negotiation and confident advocating for the best client outcome • Can bring alignment across multiple stakeholders and keep momentum through the finish line • Thrive in an environment where you can influence and drive change What you’ll do • Serve as the strategic lead on new business opportunities, partnering closely with producers to position and win complex high-net-worth placements • Lead a disciplined discovery process to fully understand client exposures, priorities, and nuances, translating that insight into a clear market approach • Build and maintain strong, trusted relationships with carrier partners, leveraging those relationships to create alignment and drive competitive outcomes • Own carrier engagement from initial marketing through final negotiations, advocating for best-in-class terms, coverage, and pricing • Facilitate a consultative selling process by helping producers articulate strategy, differentiate Lockton’s value, and confidently guide clients to decisions • Navigate and negotiate complex underwriting conversations, balancing client needs with carrier perspectives to reach optimal solutions • Anticipate obstacles early and proactively problem-solve to keep deals moving forward • Drive accountability across timelines, ensuring urgency from marketing through quote development, revisions, and binding • Present clear, compelling placement recommendations that simplify decision-making and support successful close • Maintain a strong pulse on the high-net-worth and non-admitted marketplace, bringing forward insights that strengthen positioning and outcomes • Ensure seamless transition to service teams through organized, thoughtful handoffs Why Associates choose Lockton • Uncommon independence that drives better outcomes As the world’s largest privately held insurance brokerage, Lockton operates without shareholder pressure, allowing Associates to focus purely on clients, not quarterly results. • A true growth platform Lockton continues to deliver consistent double-digit organic growth, creating real opportunity for Associates to expand their influence, take on larger roles, and directly impact the business. • Empowered, entrepreneurial culture Associates are trusted to make decisions, move quickly, and do what is right for clients. This autonomy creates an environment where high performers can thrive without unnecessary bureaucracy. • Client-first, consultative approach Lockton is built around advising, not selling. Teams are deeply embedded with clients, shaping solutions that are bespoke, strategic, and differentiated in the market. • Global reach with local expertise With more than 13,000 Associates serving clients in over 100 countries, Lockton combines global capability with highly personalized, relationship-driven service. • A culture that invests in people Private ownership allows continuous reinvestment into talent, capabilities, and long-term career development rather than short-term financial outcomes. If you thrive on winning new business and closing complex, high-value deals, you’ll feel at home at Lockton. As a Placement Strategist within Private Risk Solutions, you are at the center of the deal. You bring together producers, carriers, and clients to shape strategy, navigate complexity, and ultimately win. This role is equal parts technical expertise, relationship management, and deal leadership. Success in this role requires strong partnerships with carriers, the ability to deeply understand client needs, and the confidence to lead a consultative process that moves opportunities from initial discovery through binding. You might be a fit if you… • Naturally move deals forward and focus on outcomes, not activity • Thrive in complexity and can translate technical client needs into market strategy • Build credibility quickly with producers, prospects, and carriers • Approach opportunities with curiosity, asking the right questions to uncover what really matters • Are energized by negotiation and confident advocating for the best client outcome • Can bring alignment across multiple stakeholders and keep momentum through the finish line • Thrive in an environment where you can influence and drive change What you’ll do • Serve as the strategic lead on new business opportunities, partnering closely with producers to position and win complex high-net-worth placements • Lead a disciplined discovery process to fully understand client exposures, priorities, and nuances, translating that insight into a clear market approach • Build and maintain strong, trusted relationships with carrier partners, leveraging those relationships to create alignment and drive competitive outcomes • Own carrier engagement from initial marketing through final negotiations, advocating for best-in-class terms, coverage, and pricing • Facilitate a consultative selling process by helping producers articulate strategy, differentiate Lockton’s value, and confidently guide clients to decisions • Navigate and negotiate complex underwriting conversations, balancing client needs with carrier perspectives to reach optimal solutions • Anticipate obstacles early and proactively problem-solve to keep deals moving forward • Drive accountability across timelines, ensuring urgency from marketing through quote development, revisions, and binding • Present clear, compelling placement recommendations that simplify decision-making and support successful close • Maintain a strong pulse on the high-net-worth and non-admitted marketplace, bringing forward insights that strengthen positioning and outcomes • Ensure seamless transition to service teams through organized, thoughtful handoffs Why Associates choose Lockton • Uncommon independence that drives better outcomes As the world’s largest privately held insurance brokerage, Lockton operates without shareholder pressure, allowing Associates to focus purely on clients, not quarterly results. • A true growth platform Lockton continues to deliver consistent double-digit organic growth, creating real opportunity for Associates to expand their influence, take on larger roles, and directly impact the business. • Empowered, entrepreneurial culture Associates are trusted to make decisions, move quickly, and do what is right for clients. This autonomy creates an environment where high performers can thrive without unnecessary bureaucracy. • Client-first, consultative approach Lockton is built around advising, not selling. Teams are deeply embedded with clients, shaping solutions that are bespoke, strategic, and differentiated in the market. • Global reach with local expertise With more than 13,000 Associates serving clients in over 100 countries, Lockton combines global capability with highly personalized, relationship-driven service. • A culture that invests in people Private ownership allows continuous reinvestment into talent, capabilities, and long-term career development rather than short-term financial outcomes. Open to all US locations. #LI-JM Open to all US locations. #LI-JM

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