Unlicensed Operations Specialist

Hagerty•Markham, ON

9d•Onsite

About The Position

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.

Requirements

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

Nice To Haves

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.

Responsibilities

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
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
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
Actively review processes to build efficiencies
Brainstorm and communicate solutions for areas of operational struggle