Account Executive - Real Estate

Lockton•Denver, CO

About The Position

The Account Executive serves as the primary day-to-day contact for assigned real estate clients, building strong relationships through proactive communication and consultative service. The role requires understanding clients’ operations, business objectives, and risk management strategies, then identifying coverage gaps, emerging exposures, and opportunities to improve insurance programs. The Account Executive develops and executes marketing strategies for new and renewal business, coordinating the renewal process from exposure gathering and market submissions through carrier negotiations, proposal development, and binding coverage. The position analyzes and recommends coverage options tailored to client needs, negotiates competitive terms and pricing, and maintains relationships with insurance carriers and wholesale markets. The role also oversees insurance program administration, including reviewing policies and coverage documents, coordinating policy issuance and renewal processing, and ensuring timely service deliverables. The Account Executive coordinates and guides account team members, reviews their work for quality and compliance, and prepares and presents renewal strategies, market updates, and stewardship reports. The position also requires staying current on market, industry, and regulatory developments affecting real estate, and participating in professional development and continuing education.

Requirements

Bachelor's degree in Business, Risk Management, Finance, or a related field, or an equivalent combination of education and experience.
5–8 years of commercial insurance brokerage experience.
At least 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.
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.

Responsibilities

Serve as a primary day-to-day contact for assigned real estate clients.
Develop and maintain 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.
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 coverage.
Analyze coverage options and prepare recommendations tailored to client needs.
Negotiate terms, conditions, pricing, and coverage enhancements with carriers.
Maintain 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 for quality, accuracy, and compliance with standards.
Remain knowledgeable about 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.