Unlicensed Operations Specialist

Hagerty; Markham; On-site; CAD 45,000 - 65,000; Full time

Job summary

Hagerty in Markham, Ontario seeks an Unlicensed Operations Specialist to support underwriting and MSC teams. You will process payments, review plans, handle cancellations, and liaise with members and brokers to keep billing accurate.

You’ll work in office on site, following compliance rules and delivering a world-class experience to Hagerty members and partners. The role emphasizes attention to detail, strong communication, and teamwork in a fast-paced environment.

Qualifications

• Ability to process and activate payment plans with accuracy.
• Strong customer service and communication skills.
• Proficiency with MS Office and data entry accuracy.

Responsibilities

• Process and validate payment plans for members and brokers.
• Review and adjust payment plans and cancellations as needed.
• Enter payments and update records to maintain accuracy.
• Handle daily mail, refunds, and broker commissions tasks.
• Support compliance and operate with attention to detail.

Skills

Payment processing

Customer service

MS Office

Data entry

Attention to detail

Team collaboration

Strong communication

Tools

MS Office

Scanners

Production printers

Postage machines

Job description

Say hello to Hagerty Hagerty is a company built by drivers for drivers. We put our members at the center of everything we do, and are dedicated to making it easier and more enjoyable for enthusiasts to drive and celebrate the machines they love. We’re proud to be the world’s largest insurer of collectible and enthusiast vehicles and are home to the Hagerty Drivers Club, the world’s largest car club. Our Marketplace business presents live and digital sales across the U.S. and Europe, we host a number of driving events and concours, and our award-winning automotive journalists produce the most popular car magazine globally, alongside internationally awarded videos. We’re committed to Never Stop Driving.
Say hello to Hagerty Hagerty is a company built by drivers for drivers. We put our members at the center of everything we do, and are dedicated to making it easier and more enjoyable for enthusiasts to drive and celebrate the machines they love. We’re proud to be the world’s largest insurer of collectible and enthusiast vehicles and are home to the Hagerty Drivers Club, the world’s largest car club. Our Marketplace business presents live and digital sales across the U.S. and Europe, we host a number of driving events and concours, and our award-winning automotive journalists produce the most popular car magazine globally, alongside internationally awarded videos. We’re committed to Never Stop Driving. As an Unlicensed Operations Specialist, you'll be responsible for fulfilling unlicensed tasks in support of our Underwriting and MSC, Territory Managers, US Unlicensed Flex and Finance teams to achieve key business deliverables. This position ensures strategic alignment and the optimization of processes to deliver a world class experience to our members, brokers and Business Partners. This role will require consistent alignment with compliance regulations to ensure processes are accurate and carried out successfully.
What You'll Do Member & Partner Experience (We Bring the HFactor) Overview

• 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
  

Team Experience (We drive an authentic culture guided by our core values) Overview

• 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

Operational Excellence (We deliver high quality and consistent results to meet business needs) Overview

• Collaborate with Finance to optimize best practice and ensure compliance needs are met
• Liaison between our Member Communications Team and our third-party print vendor
• Investigate and resolve any payment related discrepancies
• Build efficiencies for both US and Canadian procedures, promoting alignment between teams
• Proven track record of delivering exceptional customer service

Culture of Innovation (We encourage and embrace bold ideas in pursuit of a better way) Overview

• Actively review processes to build efficiencies
• Brainstorm and communicate solutions for areas of operational struggle
• Forward thinking with holistic view of business needs

This might describe you

• 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

Key Competencies

• High Emotional Intelligence
• Initiative/Drive
• Highly collaborative
• Communicates clearly and effectively

Other Things To Note

• 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.

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.
EEO/AA
US Benefits Overview
Canada Benefits Overview
UK Benefits Overview