Placement Strategist

About the Role Placement Strategist within Private Risk Solutions sits at the center of the deal, bringing together producers, carriers, and clients to shape strategy, navigate complexity, and win high-net-worth placements. This role combines technical expertise, relationship management, and deal leadership to move opportunities from discovery through binding.

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

What We're Looking For

• 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