Client Executive

The Client Executive (CE) – PERE, Digital Infrastructure & Data Centers leads Lockton Northeast's insurance strategy for a portfolio of private equity sponsors and portfolio companies concentrated in data centers, digital infrastructure and related real estate investments. The portfolio includes hyperscale and colocation campuses, edge facilities, and related mission-critical infrastructure, as well as the broader real estate assets and investment platforms that support these operations. The CE leads the Lockton service team, establishes and drives client strategy, and ensures execution across all Lockton practices, with particular depth in the property, casualty, and construction risk unique to mission-critical digital infrastructure assets. The CE is responsible for aligning the strategic objectives and priorities of the client and other relevant stakeholders with the full breadth of Lockton’s technical expertise and capabilities. The CE serves first as a strategic advisor to the client's risk leadership, with brokerage as an output of that advisory relationship rather than an end in itself. The CE is also a key leader in pre-acquisition insurance due diligence and new-platform placement for data center and digital infrastructure investments, working alongside PERE Transaction Advisors to assess target companies and, when appropriate, design, negotiate, and place new P&C programs. A high-performing CE is a strategic leader with deep sector fluency, drives business development within the digital infrastructure vertical, and ensures the Lockton team delivers excellent client service.

Strong interpersonal, communication, and presentation skills to communicate effectively and professionally to all levels, both externally (Clients, PE sponsors, Lenders, other stakeholders) and internally (Producers & Associates)

An ability to manage a complex and demanding Client portfolio, excelling at multi-tasking, adapting to change, and working on tight deadlines – including the accelerated timelines of PE transactions

Demonstrated knowledge of, or strong interest in developing expertise in, the risk profile of data centers and digital infrastructure – power and mechanical systems, high-value property and business interruption exposure, construction/builder's risk for campus build-outs, and the operating models (hyperscale, colocation, edge) that shape them

Existing relationships with, or the ability to quickly build relationships with, private equity sponsors, owner-operators, and specialty carriers/MGAs active in the data center and digital infrastructure space

The intellectual curiosity and quantitative mindset to leverage analytics to inform strategy, support negotiation, and assist Clients in making decisions

An ability to lead the Lockton Client service team, ensuring consistent execution aligned with agreed Client strategies and objectives

Bachelor's degree in a business-related program preferred, or equivalent education and/or experience required; MBA or J.D. a plus

A minimum of ten years of commercial Property and Casualty insurance experience and / or insurance broking / consulting experience required'

Experience with real estate, construction, data center, digital infrastructure, or other mission-critical facilities insurance or risk management strongly preferred, including an understanding of relevant insurance and risk management concepts associated with these asset classes

Prior experience in private equity due diligence and transaction advisory work strongly preferred

Established relationships with senior underwriters, underwriting manager and other leadership across major carrier partners with the ability to leverage those relationships strongly preferred

Ability to analyze and interpret financial information to facilitate decision making and develop an understanding of the financial condition of Clients and prospects

Must have exceptional verbal, written, and interpersonal skills to instill confidence in Clients and Associates at all levels of responsibility Must have the ability to lead a Client service team

Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information

Willingness and ability to work outside of normal business hours and travel as needed

Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)

Must be legally authorized to work in the United States, and not require sponsorhip now or in the future.