21 Oct
|
Lockton
|
Melbourne
Client Director – Real Estate
• Work for the world’s largest privately owned insurance broker
• Senior leadership role managing the Real Estate Business (Growth and Existing Book)
• Strategic client engagement, people leadership and business growth focus 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. 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 What will you be doing? Client & Portfolio Leadership
• Act as the primary relationship owner for a complex Real Estate portfolio.
• Deliver need‑based, strategic insurance and risk solutions aligned to Real Estate clients.
• Provide trusted advice to senior executives, boards and governing bodies.
• Develop and execute renewal strategies that reflect funding structures, regulatory obligations and operational risk profiles.
• Build and maintain strong relationships with clients, insurers and specialist markets. Business Growth & Retention
• Drive sustainable and profitable portfolio growth while upholding professional and compliance standards.
• Identify and pursue new business opportunities through cross‑marketing and sector relationships.
• Lead current business pursuits, tenders and prospect engagement.
• Contribute to strong client retention through exceptional service, advocacy and broking standards. People Leadership & Culture
• Mentor, coach Client Managers and Associates.
• Role model Lockton’s values, ethical standards and compliance expectations.
• Support career development through regular performance check‑ins and development plans.
• Foster an inclusive, collaborative and purpose‑led team environment. To be successful in this role, you will need to:
• Be deeply client‑focused with strong commercial judgement.
• Confidently engage at executive, Board and stakeholder level.
• Demonstrate strong leadership, mentoring and influencing skills.
• Balance strategic oversight with hands‑on portfolio leadership. You will need the following experience and
qualifications:
• Extensive experience in insurance broking or financial services.
• Tier 1 Insurance Broking Certificate / Level 5 Certificate in Financial Services.
• Diploma of Financial Services (Insurance) preferred.
• Bachelor’s degree in business, finance or related discipline (MBA desirable).
📌 Client Director (Melbourne)
🏢 Lockton
📍 Melbourne