Commercial Lines Client Executive, P&C

Apex Staffing Company•Harper Woods, MI

18h

About The Position

Step into a day where clients count on your expertise Morning begins with a client check-in to prep for a stewardship review. You walk them through coverage options and exclusions, highlight risk management strategies, and align on renewal objectives. By midday, you’re negotiating terms, pricing, and conditions with underwriters, marketing both new and renewal placements to the right carriers, and leveraging the strong relationships you’ve built. Afternoon brings a complex claim escalation—handled with calm, clarity, and care—followed by documenting every transaction, email, and conversation in the agency management system. You wrap with a renewal strategy huddle alongside producers, then jump into an agency scorecard meeting and a quick mentorship moment with a teammate who’s ramping up.

Requirements

10+ years of commercial insurance experience within an independent agency
Deep knowledge of commercial coverages and active Property & Casualty license
Agency management system experience; Applied EPIC preferred
Proven negotiation ability and client relationship management strength
Outstanding verbal and written communication
Proficiency with Microsoft Excel, Word, and Outlook
Meticulous attention to detail and comfort meeting deadlines in a fast-paced setting

Nice To Haves

Ability to independently manage complex commercial accounts
Strong problem-solving and customer service acumen
Mentorship mindset with a focus on broader department goals
Polished professional writing and documentation habits

Responsibilities

Serve as the primary point of contact for a portfolio of commercial insurance accounts
Build durable client relationships via proactive communication and regular account reviews
Respond quickly to service needs and complex inquiries
Educate clients on coverage options, exclusions, and risk mitigation approaches
Lead stewardship and account review meetings
Own the full renewal lifecycle—from strategy through execution
Run renewal strategy sessions with clients and producers
Negotiate with underwriters on terms, pricing, coverage conditions, and solutions
Market new and renewal business to appropriate carriers to secure competitive options
Strengthen carrier and underwriter relationships
Spot coverage gaps and cross-sell additional lines when appropriate
Collaborate with producers to uncover new business within existing accounts
Drive retention, account rounding, and agency revenue growth
Document all activity thoroughly in the agency management system
Support teammates department-wide and assist with training as needed
Participate in meetings, scorecards, agency initiatives, and professional development