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 cooperative 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.

📌 Account Executive - Real Estate (Quinte West)
🏢 Lockton
📍 Quinte West