Bachelor's degree in Business, Risk Management, Finance, or related field; or equivalent experience.
10+ years of commercial insurance brokerage experience.
Minimum 7 years of experience with large commercial Property & Casualty accounts.
Significant experience in the real estate industry preferred.
Demonstrated success in managing complex client relationships and leading service teams.
Active Property & Casualty license required.
Strong technical knowledge of commercial insurance coverages and market strategies.
Responsibilities
Serve as the senior relationship manager for high-value real estate clients.
Provide strategic risk management and insurance consulting services.
Lead executive-level client meetings and renewal strategy sessions.
Oversee the design and management of complex real estate insurance programs.
Develop placement strategies involving layered property programs and alternative risk financing solutions.
Lead negotiations with carriers on pricing and coverage.
Directly manage and develop team members, promoting professional growth.
Benefits
Opportunity for professional development and coaching.
Engagement in high-level client interactions and industry events.
Access to a network of executive-level relationships within the industry.
Involvement in strategic business growth initiatives.
Supportive environment for operational improvements and best practices.
Full Job Description
Job Summary:
Strategic Client Leadership
Serve as the senior relationship manager for complex and high-value real estate clients.
Provide strategic risk management and insurance consulting services.
Advise clients on insurance market conditions, risk financing alternatives, emerging exposures, and program optimization opportunities.
Lead executive-level client meetings, stewardship reviews, and renewal strategy sessions.
Foster long-term client relationships that support retention and growth objectives.
Complex Program Management
Oversee the design, marketing, placement, and ongoing management of complex real estate insurance programs.
Develop placement strategies involving layered property programs, shared and layered liability structures, manuscript coverages, and alternative risk financing solutions when appropriate.
Lead negotiations with carriers regarding pricing, coverage, structure, and capacity.
Collaborate with producers and specialty practices to deliver comprehensive solutions.
Team Leadership & Talent Development
Directly manage, coach, and develop Account Executives, Account Managers, Account Administrators, and other assigned team members.
Conduct regular performance discussions, coaching, and development planning.
Monitor workload distribution and resource allocation across the team.
Provide technical leadership and guidance on complex coverage matters.
Promote associate engagement, accountability, and professional growth.
Business Growth & Retention
Support producer-led business development initiatives.
Participate in prospect meetings, finalist presentations, and new business pursuits.
Identify opportunities for cross-selling and expanded service offerings.
Contribute to revenue retention and organic growth strategies.
Support achievement of practice financial and operational goals.
Operational Leadership
Establish and maintain service standards and best practices.
Ensure compliance with organizational policies and quality standards.
Drive process improvements and operational efficiencies within the service team.
Serve as a resource and mentor for technical insurance expertise within the practice.
Industry Leadership
Maintain expertise in real estate industry trends, emerging risks, market developments, and regulatory changes.
Develop and maintain executive-level relationships with carrier partners and industry stakeholders.
Represent the organization at industry events and client-facing functions as appropriate.
Requirements:
Bachelor's degree in Business, Risk Management, Finance, or related field; or equivalent experience.
10+ years of commercial insurance brokerage experience.
Minimum 7 years of experience servicing and marketing large commercial Property & Casualty accounts.
Significant experience within the real estate industry preferred.
Demonstrated success managing complex client relationships and leading service teams.
Prior people leadership experience is preferred
Active Property & Casualty license required.
Strong technical knowledge of commercial insurance coverages, program structures, and market strategies.
Exceptional leadership, communication, negotiation, and presentation skills.
Proven ability to mentor, coach, and develop associates.
Industry designations such as CPCU, ARM, or CIC strongly preferred.
About Lockton
Lockton Companies is the world's largest privately held insurance brokerage firm, providing insurance, risk management, employee benefits and retirement services. The company was founded in 1966 and is headquartered in Kansas City, Missouri. Lockton has more than 7,500 associates in over 100 offices worldwide. The company serves clients in a variety of industries, including construction, healthcare, hospitality, manufacturing, real estate, and technology. Lockton is known for its innovative solutions and exceptional customer service.
