Unlicensed Operations Specialist
Hagerty
- Markham, ON
- Permanent
- Temps-plein
- Process and activate all payment plans
- Review payment plans and make any necessary adjustments
- Cancellation overrides and invoice suppressions
- Enter electronic and cheque payments received from members and brokers
- Make outgoing phone calls for outstanding and delinquent balances
- Generate and print member refund, broker commissions and vendor cheques
- Handle any urgent and miscellaneous items as required
- Complete policy cancellation requests and non-licensed policy changes
- Call members and brokers for address verification
- Request and update all motor vehicle reports
- Release renewals including necessary changes
- Handle any urgent and miscellaneous items as required
- Follow up on outstanding application items
- Process Hagerty Drivers Club transactions
- Greet members and brokers as they enter the building, receive incoming parcel deliveries.
- Review outgoing mail batches for approval or decline
- Process and package all registered letters
- Process all French translations
- Open, sort and distribute all incoming mail
- Enter Net Promotor Scores, application forms and upload documents for licensed agent review
- Create memorable engagement experiences that embrace culture and inclusivity
- Consistently demonstrate a growth mindset, remaining open to new learning opportunities
- Embrace change with an open and positive attitude
- Exhibits Hagerty Core Values daily
- Actively review processes to build efficiencies
- Brainstorm and communicate solutions for areas of operational struggle
- Forward thinking with holistic view of business needs
- Have a thorough knowledge and understanding of current procedures related to all tasks
- Build efficiencies for both US and Canadian procedures, promoting alignment between teams
- Ability to show leadership by supporting team members with questions and procedures
- Attention to detail with a minimum accuracy of 95%
- Proven ability to make decisions for file processing
- Maintain excellent communication skills and proven customer service abilities
- Actively participate and have a vested interest in professional development
- Proficient in utilizing computer systems and applications, particularly MS Office products
- Operate scanners, production printers and postage machines
- Demonstrated capability to multitask effectively in a fast-paced environment
- Exceptional time management skills
- Able to manage high workloads while upholding quality standards
- Strong ability to work independently
- Adaptable to varying daily operational needs
- High Emotional Intelligence
- Initiative/Drive
- Highly collaborative
- Communicates clearly and effectively
- This role is In Office – Markham, Ontario
- 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.