Client Director

Client Director – Real Estate

• Work for the world’s largest privately owned insurance broker
• Senior leadership role managing the Real Estate Business (Growth and Existing Book)
• Strategic client engagement, people leadership and business growth focus

Are you an experienced insurance broking leader with a passion for partnering with organisations that make a genuine impact in the community? At Lockton, we look for people who want to make things happen — professionals who are commercially astute, client‑focused, and motivated to deliver exceptional outcomes.

We have an exciting opportunity for a Client Director to join our Real Estate team in Melbourne, leading a complex portfolio of values‑driven clients while focusing on new business development

What will you be doing?

Client & Portfolio Leadership

• Act as the primary relationship owner for a complex Real Estate portfolio.

• Deliver need‑based, strategic insurance and risk solutions aligned to Real Estate clients.

• Provide trusted advice to senior executives, boards and governing bodies.

• Develop and execute renewal strategies that reflect funding structures, regulatory obligations and operational risk profiles.

• Build and maintain strong relationships with clients, insurers and specialist markets.

Business Growth & Retention

• Drive sustainable and profitable portfolio growth while upholding professional and compliance standards.

• Identify and pursue new business opportunities through cross‑marketing and sector relationships.

• Lead new business pursuits, tenders and prospect engagement.

• Contribute to strong client retention through exceptional service, advocacy and broking standards.

People Leadership & Culture

• Mentor, coach Client Managers and Associates.

• Role model Lockton’s values, ethical standards and compliance expectations.

• Support career development through regular performance check‑ins and development plans.

• Foster an inclusive, collaborative and purpose‑led team environment.

To be successful in this role, you will need to:

• Be deeply client‑focused with strong commercial judgement.

• Confidently engage at executive, Board and stakeholder level.

• Demonstrate strong leadership, mentoring and influencing skills.

• Balance strategic oversight with hands‑on portfolio leadership.

You will need the following experience and qualifications:

• Extensive experience in insurance broking or financial services.

• Tier 1 Insurance Broking Certificate / Level 5 Certificate in Financial Services.

• Diploma of Financial Services (Insurance) preferred.

• Bachelor’s degree in business, finance or related discipline (MBA desirable).