Account Executive - Real Estate
Search · lockton.com
United StatesSenior5–8 yrs
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Real estate sales.
MarketingInsuranceCompliance
Details
- Found
- 8 d ago · posted 2026-10-30
Full description
Client Management & Consulting
-Serve as a primary day-to-day contact for assigned real estate clients.
-Develop and maintain strong client relationships through proactive communication and consultative service.
-Understand clients' operations, business objectives, and risk management strategies.
-Identify coverage gaps, emerging exposures, and opportunities for program improvement.
-Deliver exceptional client service while maintaining responsiveness and professionalism.
Marketing & Renewal Management
-Develop and execute marketing strategies for new and renewal business.
-Coordinate all phases of the renewal process, including exposure gathering, market submission preparation, carrier negotiations, proposal development, and binding of coverage.
-Analyze coverage options and prepare recommendations tailored to client needs.
-Negotiate competitive terms, conditions, pricing, and coverage enhancements with carriers.
-Maintain strong relationships with insurance carriers and wholesale markets.
Insurance Program Administration
-Review policies, endorsements, and coverage documents for accuracy and completeness.
-Oversee policy issuance, renewal processing, and documentation activities.
-Coordinate internal resources to ensure timely completion of service deliverables.
-Prepare and present renewal strategies, market updates, and stewardship reports.
Team Collaboration
-Coordinate the activities of Account Managers, Account Administrators, and other account team members.
-Provide technical guidance and direction on client accounts.
-Review work product to ensure quality, accuracy, and compliance with standards.
-Contribute to a collaborative and team-oriented environment.
Other Responsibilities
-Remain knowledgeable regarding market conditions, industry developments, and regulatory changes affecting the real estate industry.
-Participate in professional development and continuing education opportunities.
-Perform other duties as assigned.
-Bachelor's degree in Business, Risk Management, Finance, or related field; or equivalent combination of education and experience.
-5-8 years of commercial insurance brokerage experience.
-Minimum 5 years of experience servicing and marketing commercial Property & Casualty accounts.
-Demonstrated experience managing complex middle-market or large commercial accounts.
-Active Property & Casualty license required.
-Excellent negotiation, communication, and relationship management skills.
-Strong organizational and project management abilities.
-Advanced proficiency with Microsoft Office applications
-Industry designation such as CIC, CISR, ARM, or CPCU preferred.
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