The Associate Director, Real Estate is responsible for servicing and marketing the needs of Lockton clients to maximize company revenue, and to build and maintain client, carrier, and other provider relationships. Direct activities and programs for the training and development of associates and promote total quality awareness by understanding and supporting quality initiatives and drive associate performance to attain company quality standards.

Position responsibilities

• Understand and perform marketing services to provide the broadest and most competitive quality product for Lockton clients.

• Understand the overall business, operations, and risk management needs of the client; anticipate when and how to respond

• Understand and is well-informed on insurance industry developments and all products available in the insurance marketplace

• Develop and maintain dependable working relationships with carriers and other providers

• Coordinate market selection for new and renewal business, and maintain communication with Producer, Account Executive, and Account Manager during the entire marketing process to protect current business and secure new business.

• Build and maintain effective relationships with clients to provide the best possible service on a timely basis. Demonstrate the ability to instill confidence and comfort with the client.

• Coordinate resources to provide quality client service, i.e., Loss Control, Claims, Cost Containment, etc.

• Full understanding of when and how to provide effective risk management services; coordinate the Risk Management’s Department involvement when needed.

• Promote total quality awareness by understanding and supporting quality initiatives and drive associate performance to attain company quality standards.

• Coordinate and direct the efforts of all unit members to fulfill service responsibilities, objectives, and the overall effectiveness of the unit:

1. Ensure all agency procedures are followed;

2. Utilize unit members’ strengths and help them improve weaknesses;

3. Foster communication concerning marketing, servicing, and lessons learned;

4. Promote teamwork;

5. Prepare and deliver timely performance appraisals for those associates directly supervised; comply with the Lockton Performance Improvement process

• Direct and monitor activities and programs for associate training, development, and career growth.

• Participate in the recruitment of unit associates and assist in the interviewing and hiring process. Coordinate the orientation of new unit associates and determine areas of training needed to assist new associates acclimate to the Lockton culture and develop needed skills for their position.

• Participate in the annual budget process by planning for upcoming unit expenditures.

• Organize and lead regular unit meetings.

• Prepare written correspondence, analyses, reports, and memos as needed.

• May assist Producer with client collection efforts.

• Make a positive contribution to customer satisfaction and constantly strive to improve service to the customer.

• Communicate in a positive manner to contribute to a cohesive, pleasant work environment.

• Make decisions in compliance with established Lockton standards of quality performance and service.

• Understand when to proceed alone and when to involve the Producer or others.

• Interface with top management of other businesses, representing Lockton in the highest professional manner.

• Protect the confidentiality of information learned by performing the duties of the position.

• Comply with Lockton procedures and policies.

• Accumulate required continuing education credits to maintain current insurance license.

• Attend company and department meetings, position-related seminars/classes, carrier functions, and social events as required.

• Perform other work-related duties as assigned.

Position qualifications

• Bachelor’s degree in a business-related program preferred or equivalent education and/or experience required.

• Typically, more than ten years of Client services experience is required

• Full working knowledge (typically 7+ years) of commercial property and casualty coverages, services, and required.

• A minimum of five years’ experience marketing and servicing the insurance needs of commercial accounts required.

• Two or more years of experience managing people

• Current insurance license or the ability to obtain immediately required.

• Must have a complete understanding of the concepts, issues, and overall impact of marketing and pricing.

• Understanding of commercial rating concepts.

• Understanding of risk management concepts and their application to clients’ needs.

• Proficiency in the use of Microsoft Word and Excel required; PowerPoint preferred.

• Ability to compile, analyze, and interpret financial information and data to facilitate decision making.

• Demonstrated professional, tactful negotiation and persuasion skills to achieve objectives.

• Demonstrated ability to instill confidence and comfort with clients.

• Readiness to expand knowledge and effectiveness in the insurance industry by successful completion of extended insurance education beyond continuing education requirements as needed.

• Organizational and time management skills to prioritize heavy workloads to meet time-sensitive deadlines.

• Ability to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information.

• Must have strong verbal, written, and interpersonal skills to interact with clients, project team members, and associates at all levels of responsibility, representing Lockton in the highest professional manner.

• Ability to work outside of regular business hours.

• Ability to travel by automobile and aircraft and be away from home more than one day and night.

• Legally able to work in the United States.