Client Director

Lockton; City of Melbourne; On-site; AUD 180,000 - 240,000; Full time

Job summary

Lockton in Melbourne seeks a Client Director to lead the Real Estate team. You will manage a complex portfolio and drive new business opportunities, delivering strategic insurance and risk solutions while advising senior stakeholders.

The role emphasizes leadership, mentoring Client Managers, and aligning client strategies with Lockton’s values and compliance standards.

Qualifications

• Extensive experience in insurance broking or financial services.
• Tier 1 Insurance Broking Certificate or Level 5 Certificate in Financial Services.
• Diploma in Financial Services (Insurance) preferred.
• Bachelor’s degree in business or finance (MBA desirable).

Responsibilities

• 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 reflecting funding structures, regulatory obligations and operational risk profiles.
• Build and maintain strong relationships with clients, insurers and specialist markets.

Skills

Executive leadership

Strategic thinking

Client relationship

Mentoring

Business growth

Education

Tier 1 Insurance Broking Certificate

Level 5 Certificate in Financial Services

Diploma of Financial Services (Insurance)

Bachelor's degree

MBA desirable

Job description

• 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?

• 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.
• 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).