Unlicensed Operations Specialist

Socket.dev; Markham; On-site; CAD 42,000 - 64,000; Full time

Benefits offered by this job

On-site in Markham

Inclusive automotive community

Job summary

Hagerty in Markham, Ontario is seeking an Unlicensed Operations Specialist to support underwriting, MSC, Territory Managers, and Finance teams by handling unlicensed tasks and ensuring compliance. You will process payments, review plans, contact members and brokers for balances, and help keep policies and renewals accurate while delivering an outstanding member experience.

This in-office role offers exposure to a fast-paced environment and opportunities to grow within a passionate automotive

Qualifications

• Strong accuracy with a minimum 95% diligence level.
• Ability to work independently under high workloads.
• Excellent communication and customer service skills.
• Proficiency with MS Office products and office equipment.
• Willingness to develop professionally and adapt to processes.

Responsibilities

• Process and activate payment plans and review approvals.
• Enter payments received from members and brokers.
• Make outbound calls for outstanding balances and follow ups.
• Generate refunds, broker commissions and vendor cheques.
• Handle urgent items and miscellaneous tasks as required.
• Process club transactions and update related records.
• Greet members and brokers and manage mail flow and translations.
• Review outgoing mail batches for approval or decline.

Skills

Attention to detail

Customer service

MS Office

Communication

Multitasking

Team collaboration

Adaptability

Compliance knowledge

Problem solving

In-office operations

Tools

MS Office Suite

Scanners

Printers

Postage machines

Job description

Say hello to Hagerty

Hagerty is a company builtby drivers fordrivers. We put our members at the center of everything wedo, andare dedicated to making it easier and more enjoyable for enthusiasts to drive and celebrate the machines they love.We’reproud to be the world’s largest insurer of collectible andenthusiastvehicles 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 hosta number ofdriving events and concours, and ouraward-winningautomotive journalists produce the most popular car magazine globally, alongside internationally awarded videos.We’recommitted to Never Stop Driving.

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

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.

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, Washington, British Columbia, Canada please email [e-mail] for compensation, comprehensive benefits and the perks that set us apart.

At Hagerty, we share the road. We are an inclusive automotive community where all are welcomed,valuedand 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 futuregenerationsand our desire to make a positive impactinthe world.

#LI-Onsite

EEO/AA

US Benefits Overview

Canada Benefits Overview

UK Benefits Overview

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