Job Description

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- Work for the world's largest privately owned insurance broker
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- Senior leadership role managing the Real Estate Business (Growth and Existing Book)
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- Strategic client engagement, people leadership and business growth focus
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Are you an experienced insurance broking leader with a passion for partnering with organisations that make a genuine impact in the community? At Lockton, we look for people who want to make things happen — professionals who are commercially astute, client‐focused, and motivated to deliver exceptional outcomes.

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We have an exciting opportunity for a Client Director to join our Real Estate team in Melbourne, leading a complex portfolio of values‐driven clients while focusing on new business development

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What will you be doing?

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- Act as the primary relationship owner for a complex Real Estate portfolio.
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- Deliver need‐based, strategic insurance and risk solutions aligned to Real Estate clients.
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- Provide trusted advice to senior executives, boards and governing bodies.
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- Develop and execute renewal strategies that reflect funding structures, regulatory obligations and operational risk profiles.
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- Build and maintain strong relationships with clients, insurers and specialist markets.
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Business Growth & Retention

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- Drive sustainable and profitable portfolio growth while upholding professional and compliance standards.
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- Identify and pursue new business opportunities through cross‐marketing and sector relationships.
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- Lead current business pursuits, tenders and prospect engagement.
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- Contribute to strong client retention through exceptional service, advocacy and broking standards.
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- Mentor, coach Client Managers and Associates.
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- Role model Lockton's values, ethical standards and compliance expectations.
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- Support career development through regular performance check‐ins and development plans.
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- Foster an inclusive, collaborative and purpose‐led team environment.
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To be successful in this role, you will need to:

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- Be deeply client‐focused with strong commercial judgement.
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- Confidently engage at executive, Board and stakeholder level.
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- Demonstrate strong leadership, mentoring and influencing skills.
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- Balance strategic oversight with hands‐on portfolio leadership.
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You will need the following experience and qualifications:

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- Extensive experience in insurance broking or financial services.
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- Tier 1 Insurance Broking Certificate / Level 5 Certificate in Financial Services.
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- Diploma of Financial Services (Insurance) preferred.
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- Bachelor's degree in business, finance or related discipline (MBA desirable).
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📌 Client Director (Victoria)
🏢 Lockton
📍 Victoria