Account Executive - Real Estate

Lockton•Denver, CO

22h

About The Position

The Account Executive - Real Estate role focuses on client management, marketing, renewal management, and insurance program administration within the real estate industry. This position serves as a primary contact for clients, developing strong relationships through consultative service and proactive communication. The role involves understanding client objectives, identifying risks, and delivering exceptional service. Responsibilities include developing and executing marketing strategies, managing the renewal process from exposure gathering to binding coverage, and negotiating terms with insurance carriers. The Account Executive will also oversee policy administration, review coverage documents, and coordinate internal resources to ensure timely deliverables. Collaboration with account teams, including Account Managers and Administrators, is crucial, as is providing technical guidance and ensuring quality control. Staying informed about market conditions and industry developments is also a key aspect of the role, along with participating in professional development.

Requirements

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.

Nice To Haves

Industry designation such as CIC, CISR, ARM, or CPCU preferred.

Responsibilities

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.
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.
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.
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.
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.