Commercial Account Specialist

As a Commercial Account Specialist, you’ll manage retention and growth of a designated book of business in a physical territory; create long term relationships with the portfolio of assigned members (including agents) by analyzing existing coverage and making recommendations to grow and retain the business; work with carrier partners to negotiate premiums and make a case for accommodations on accounts when needed; build agency relationships; collaborate with Territory Managers on renewals; respond to service calls; process endorsements and invoices; and follow up on applications and payments.

Ready to get in the Driver’s seat?  Join us!

What you’ll do

• Manage a book of business in a region and prepare and process all renewals.
• Consult (and provide coverage recommendations) to members and agents regarding coverage questions and additional coverage opportunities.
• Complete renewal reviews with all direct members and agents.
• Determine reasons for requests for cancellations, act to save accounts and notify the regional team.
• Audit policies and verify accuracy between insured’s coverage needs and what is in our management system and that of the Carriers. Facilitate corrections as needed.
• Run RiskMeter for adding new locations to existing policies and analyze potential issues to report to Carrier.
• Review loss control reports for client accounts to ensure safety and maintenance of their business. Report discrepancies to Carrier and work with parties to rectify potential issues.
• Coordinate loss control surveys.
• Keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
• Build and maintain strong, long lasting member relationships.
• Order and issue binders, certificates, policies, endorsements and other related items. Verify their accuracy and forward them to members with appropriate correspondence.
• Determine if direct or agency billing is appropriate and invoice accordingly.
• Process cancellation requests to ensure accurate and timely resolution.
• Update account management system with client information.
• Complete project assignments per timing and quality requirements.

This might describe you

• Commercial insurance license
• Insurance agency experience preferred.
• Working toward CIC or similar designation preferred.

Other things to note

• This position can be worked as a remote position within the United States.
• Familiarity with public company requirements, including Sarbanes Oxley and key regulations, if applicable. For SOX compliant roles, responsible for designing, executing, and documenting internal controls where they have been identified as owners to prevent errors in financial reporting, processes, and business operations. Including attestation to the completeness, accuracy, and compliance of all financial reporting data, where applicable.

Say hello to Hagerty

Hagerty is an automotive enthusiast brand and the world’s largest membership organization. Along with being a best-in-class provider of specialty insurance for enthusiasts, Hagerty is also home to the Hagerty Drivers Foundation, Garage + Social, Hagerty Drivers Club, Marketplace and so much more. Committed to saving driving for future generations, each and every thing Hagerty does is dedicated to the love of the automobile. 

Hagerty is a rapidly growing company that values a winning culture. We provide meaningful work for and invest in every single team member. 

At Hagerty, we share the road. We are an inclusive automotive community where all are welcomed, valued and belong regardless of race, gender, age, or car preference.  We are united by our shared passion for driving, our commitment to preserve car culture for future generations and our desire to make a positive impact in the world. 

If you reside in the following jurisdictions: Illinois, Colorado, California, District of Columbia, Hawaii, Maryland, Minnesota, Nevada, New York, or Jersey City, New Jersey, Cincinnati or Toledo, Ohio, Rhode Island, Vermont, Washington, British Columbia, Canada please email recruiting@hagerty.com for compensation, comprehensive benefits and the perks that set us apart.  

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If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!