For Lockton Floats

Senior Real Estate Account Executive

Job Overview:

The Senior Real Estate Account Executive will be responsible for building and maintaining relationships with key clients, overseeing complex real estate transactions, and driving revenue growth for the organization. This individual will work closely with the sales, marketing, and real estate teams to ensure high levels of client satisfaction and the successful execution of real estate projects. The Senior Account Executive will leverage their expertise in the real estate industry to identify opportunities, solve client challenges, and provide exceptional service.

Key Responsibilities:

• Client Relationship Management:

  • Build and maintain strong relationships with high-net-worth clients, investors, developers, and corporate accounts.
  • Serve as the primary point of contact for key accounts, ensuring effective communication and addressing client needs.
  • Provide strategic advice and solutions on real estate investments, acquisitions, dispositions, and development projects.
  • Maintain an in-depth understanding of clients’ business goals and real estate portfolios to offer customized solutions.

• Sales & Business Development:

  • Identify and pursue new business opportunities within the real estate sector.
  • Drive the acquisition of new clients, as well as the expansion of existing accounts.
  • Present and sell real estate services or products to potential clients, including office, retail, industrial, and residential properties.
  • Negotiate and close high-value real estate deals with clients, ensuring favorable terms for both the client and the company.

• Project & Account Management:

  • Oversee the execution of real estate projects from initiation to completion, ensuring projects are delivered on time, within budget, and meet client expectations.
  • Collaborate with internal teams (e.g., legal, finance, marketing) to facilitate the smooth operation of real estate transactions and service delivery.
  • Regularly update clients on project status, market trends, and any changes or challenges.

• Market Research & Strategy:

  • Conduct thorough market research and competitive analysis to understand current trends and opportunities within the real estate sector.
  • Develop strategies to address market challenges, identify new opportunities, and improve account profitability.
  • Advise clients on real estate market conditions, investment strategies, and risk management.

• Reporting & Performance Metrics:

  • Maintain accurate records of sales activity, client meetings, and project progress.
  • Prepare and deliver regular reports on sales performance, client engagement, and market trends to senior management.
  • Meet or exceed sales targets and other key performance metrics as established by the company.

Qualifications:

• Education:

  • Bachelor’s degree in Business, Real Estate, Finance, or a related field. A Master’s degree is a plus.

• Experience:

  • 5-10 years of experience in real estate sales, account management, or business development.
  • Proven track record of managing high-value accounts and closing complex real estate transactions.
  • Extensive knowledge of the real estate market, including trends, regulations, and investment strategies.

• Skills & Abilities:

  • Strong interpersonal, communication, and negotiation skills.
  • Ability to manage and grow relationships with senior-level clients.
  • Proficient in financial analysis, including understanding investment metrics, ROI, and real estate valuation.
  • Ability to analyze complex real estate deals and craft effective solutions for clients.
  • Strong organizational skills and the ability to manage multiple accounts and projects simultaneously.
  • Proficiency in real estate software (e.g., CRM tools, project management software) and Microsoft Office Suite.

• Licensing/Certifications:

  • Licensed real estate agent or broker (depending on jurisdiction).
  • Certifications such as Certified Commercial Investment Member (CCIM) or Senior Professional in Human Resources (SPHR) can be advantageous.

#LI-JL1

Senior High Net Worth Account Executive:

One of our Agency focus's is on High Net Worth (HNW) Personal lines Property & Casualty, and we are seeking a highly motivated, well rounded insurance professional to become part of our team. 

The Senior Account Executive position entails handling all aspects daily service responsibilities as well as client renewals and re-marketing within all lines of P&C personal insurance. 

• Strong Stability: No employee turnover in over 12 years

• Generous Compensation: Annual bonuses and raises, with bonuses typically 10-15% of salary

• High-Value Book: Manages one of the largest Chubb books in the country, not PE-backed

• Healthcare Coverage: 100% individual health insurance paid

• Commuting Support: Commute to NYC office one day a week fully covered

• Flexible Work Schedule: Only one day a week required in the NYC office - the rest from home!

• Philanthropy: Annual charity bonus per employee to donate, plus a charity dinner in NYC

• Autonomous Environment: No micromanagement, seeking independent professionals
  
  

Essential Functions:

• Day to day service such as facilitating policy change requests, issuance of binders, certificates, ID cards, etc. 
• Address client questions regarding premiums and billing statements
• Provide claims counseling and assistance during the claim settlement process
• Assist client with completion of applications, risk profile assessments and renewal 
  questionnaires
• Evaluate policy coverage terms and limits for adequacy relative to client needs and their risk profile
• Re-market client policy renewals as needed given client need and/or current market conditions
• Negotiate renewal terms with incumbent carrier and alternative markets to seek the broadest coverage available at the most competitive premiums
• Prepare re-marketing results and provide a detailed renewal review to discuss with the client
• Implement new/renewal program and provide client with detailed evidence of coverage
• Cross-sell/upgrade existing coverage and/or present additional coverages as needed
  

Competencies & Qualifications: 

The qualified candidate must have:

• 10+ years personal lines experience with a background in HNW client/account management services.
• HNW experience with the following carriers: Chubb, Cincinnati, Berkeley, Travelers AIG, PURE
• HNW experience with the following required; Auto, Home, Umbrella, Flood, Family Office, Boat & Yacht
• Proper insurance licenses
• Experience with AMS 360, Excel, Word and general computer skills
• Strong communication skills, work well in a team orientated environment and under pressure
• Good leadership, analytical and organizational skills

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Our client is seeking a P&C licensed, dedicated, and proactive Commercial Insurance Account Executive to join their team.

Personal Lines (INSURANCE) Team Lead

(FULLY REMOTE to GA P&C licensed & FL 2-20 Candidates ONLY)

Salary: $70,000 - $110,000 (Base + Incentives, based on experience)
Benefits: PTO, 401k, and additional benefits available upon request

Lead. Mentor. Elevate.

Are you a motivated leader with a passion for coaching teams, optimizing workflows, and delivering top-tier client service? This is your opportunity to make a real impact.

We are looking for a Personal Lines Team Lead to oversee and develop a team of Account Managers and Customer Service Representatives (CSRs) while managing a book of business. This role is ideal for someone who thrives on leadership, strategic problem-solving, and driving team success.

What You’ll Do

Team Leadership & Development

• Lead, mentor, and manage a team of Service Reps, Account Managers, and CSRs.

• Provide hands-on training in product knowledge, sales strategies, service excellence, and claims best practices.

• Cross-train team members to enhance teamwork, skill diversity, and operational flexibility.

• Host regular team meetings to align goals, ensure accountability, and maintain high morale.

• Serve as the primary escalation point for complex service issues and client concerns.

• Recruit, hire, onboard, and develop top talent to strengthen the team’s capabilities.

Operations & Workflow Optimization

• Oversee and delegate workflow efficiently to improve productivity and customer experience.

• Manage a substantial book of business, focusing on renewal retention and cross-selling opportunities.

• Analyze rate increases and develop strategic retention plans.

• Find market placements for non-renewals and high-risk policies.

• Assist the team with new business issuance and underwriting processes.

• Process payments, handle claims assistance, and resolve policy-related inquiries.

Client & Business Growth

• Drive client retention strategies through proactive engagement and superior service.

• Identify and capitalize on cross-sell and upsell opportunities to expand coverage for clients.

• Ensure the team adheres to best practices in client communication and policy servicing.

• Collaborate with hiring firms to recruit and onboard top-tier talent.

• Utilize Salesforce (AMS) and EZLynx (Rater) to streamline operations and reporting.

What You Bring to the Table

• Active state insurance license required (for both remote and retail positions).

• Proven leadership experience with the ability to mentor and train team members.

• Strong technical skills, with proficiency in Microsoft Office (Word, Excel, Outlook).

• Experience with Salesforce (AMS) and EZLynx (Rater) preferred.

• Excellent organizational, problem-solving, and multitasking abilities.

• Outstanding communication and interpersonal skills to engage with both clients and team members.

Why Join Us?

• Competitive salary + leadership incentives

• Paid training and professional development opportunities

• A supportive and team-oriented work environment

• A chance to lead and shape the future of a growing agency

If you're a dynamic leader ready to elevate your career, we want to hear from you!

Apply Today!

#REMOTE

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#INDTJG-ST

Job Summary

We are seeking a talented and experienced Employee Benefits Senior Account Manager / Senior Client Relationship Executive to join our team. In this position, you will be responsible for managing a portfolio of clients, providing exceptional customer service, and cultivating strong relationships to ensure client satisfaction. You will also collaborate with internal teams to develop and implement strategic benefits solutions that meet clients' needs.

Responsibilities

• Manage a portfolio of clients, serving as the primary point of contact and building strong, long-lasting relationships
• Lead client meetings to discuss benefits strategies, renewals, and new products
• Develop and present annual strategic plans to clients that align with their business objectives
• Stay abreast of industry trends, regulations, and compliance to provide valuable insights to clients
• Collaborate with cross-functional teams to design and implement effective benefits programs
• Provide guidance and mentoring to junior team members and support their professional development
• Ensure client satisfaction by delivering high-quality service and timely resolution of issues
• Monitor client retention rates, identify risks, and implement effective retention strategies

Qualifications/Requirements

• 5+ years of experience in employee benefits account management or client relationship management
• Proven track record of managing a portfolio of clients and driving customer satisfaction
• Strong understanding of employee benefits products, regulations, and compliance
• Excellent communication and presentation skills
• Ability to collaborate effectively with internal teams and external partners
• Proficiency in industry-related software and tools
• Holds an active P&C (Property and Casualty) License

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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Job Summary

We are seeking a highly skilled and experienced Senior Commercial Lines Account Manager/Account Executive to join our dynamic team. The successful candidate will be responsible for managing and nurturing relationships with commercial clients.

Responsibilities

• Develop and maintain strong relationships with commercial clients, acting as the main point of contact for all their insurance needs.
• Review and analyze policy coverage to ensure it meets clients' requirements.
• Collaborate with underwriters and carriers to negotiate terms and conditions for insurance policies.
• Provide expert guidance and advice to clients on risk management and insurance solutions.
• Stay abreast of industry trends and changes in insurance regulations to provide accurate advice and recommendations to clients.
• Handle policy renewals, endorsements, and other client service requests in a timely and efficient manner.
• Coordinate with internal teams to ensure seamless delivery of services and solutions to clients.

Qualifications/Requirements

• Bachelor's degree in a related field, or equivalent work experience.
• Proven experience in commercial lines insurance and account management.
• Strong understanding of commercial insurance policies, coverages, and underwriting procedures.
• Exceptional communication and interpersonal skills with a customer-focused mindset.
• Proficient in insurance agency management systems and Microsoft Office Suite.
• Relevant industry certifications (e.g., CIC, CISR) are preferred.
• Holds an active P&C (Property and Casualty) License.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

#LI-EL1

Commercial Lines Account Executive

Job Overview:

The Commercial Lines Account Executive is responsible for managing and servicing the commercial insurance accounts of clients, ensuring that their coverage needs are met and maintained. This role involves building and maintaining strong relationships with clients, insurance carriers, and internal teams, while also identifying opportunities for new business growth. Competitive salary: $100-150K.

Key Responsibilities:

• Client Relationship Management: Develop and maintain strong, long-lasting relationships with existing commercial clients. Serve as the primary point of contact for client inquiries, coverage questions, and service issues.

• Policy Administration: Assist clients with the preparation, renewal, and modification of commercial insurance policies. Ensure accurate and timely processing of policy changes, endorsements, and claims.

• Risk Assessment & Recommendations: Analyze client business needs, evaluate risks, and offer recommendations on appropriate insurance products and coverage options to mitigate exposure.

• New Business Development: Actively prospect and generate new commercial lines business opportunities by identifying leads, building a pipeline, and closing sales.

• Carrier Coordination: Work closely with insurance carriers to obtain quotes, negotiate terms, and place coverage with the most appropriate carrier.

• Compliance & Documentation: Ensure that all necessary documentation is completed accurately, in compliance with regulatory requirements, and in a timely manner. Maintain thorough records of client interactions, transactions, and coverage details.

• Claims Support: Assist clients with the claims process by providing guidance, working with claims adjusters, and ensuring that claims are processed smoothly and efficiently.

• Collaboration: Work closely with internal teams, such as underwriting, service, and claims departments, to ensure seamless service delivery to clients.

Qualifications:

• Education: Bachelor’s degree in business, finance, or related field (preferred).

• Experience:

  • Minimum of 3-5 years of experience in commercial insurance or a related field.
  • Strong understanding of commercial lines policies, coverage options, and the insurance marketplace.

• Licensing: Required state licensure in Property and Casualty Insurance.

• Skills:

  • Excellent communication and interpersonal skills with a customer-focused approach.
  • Strong organizational and time-management skills.
  • Ability to work independently and as part of a team.
  • Proficient in using insurance agency management systems and Microsoft Office Suite.

• Other Attributes:

  • Strong attention to detail and problem-solving abilities.
  • Ability to handle multiple priorities and meet deadlines.
  • Sales-oriented with a drive to build new business opportunities.

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