About the role
As an Unlicensed Operations Specialist , you will 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.
Are you ready to get in the driver’s seat? Join us! 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.
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: California, Colorado, District of Columbia, Hawaii, Illinois, Maryland, Minnesota, Nevada, New York, New Jersey, Ohio, Rhode Island, Vermont, Washington, or Canada please email recruiting@hagerty.com for compensation, comprehensive benefits and the perks that set us apart. 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!
About Hagerty
Hagerty was built by people who love cars. We began as a niche insurance agency offering coverage for collector cars. We are now a global automotive enthusiast brand and the world’s largest membership organization for car lovers. It's all driven by our love for cars.
Our purpose is saving driving. We exist to fuel car culture and ultimately save driving for future generations. Our mission is building a global business to fund our purpose, create a space where team members thrive; and drive positive impact throughout the world.
Driving is who we are. Hagerty offers integrated membership products and programs with unique experiences that bring together automotive enthusiasts across the globe. We connect people who love cars through our Hagerty Drivers Club (620,000+ members), entertainment and events such as the Greenwich Concours d’Elegance, The Amelia, The Detroit Concours, Motorlux and the California Mille, as well as valuation capabilities, Hagerty Marketplace, Hagerty Media, and Garage + Social.
Hagerty is always looking for talented new team members to help us drive forward. If our purpose, mission and beliefs resonate with you, let’s talk about getting you behind the wheel.
About the role
As an Unlicensed Operations Specialist , you will 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.
Are you ready to get in the driver’s seat? Join us! 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.
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: California, Colorado, District of Columbia, Hawaii, Illinois, Maryland, Minnesota, Nevada, New York, New Jersey, Ohio, Rhode Island, Vermont, Washington, or Canada please email recruiting@hagerty.com for compensation, comprehensive benefits and the perks that set us apart. 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!
About Hagerty
Hagerty was built by people who love cars. We began as a niche insurance agency offering coverage for collector cars. We are now a global automotive enthusiast brand and the world’s largest membership organization for car lovers. It's all driven by our love for cars.
Our purpose is saving driving. We exist to fuel car culture and ultimately save driving for future generations. Our mission is building a global business to fund our purpose, create a space where team members thrive; and drive positive impact throughout the world.
Driving is who we are. Hagerty offers integrated membership products and programs with unique experiences that bring together automotive enthusiasts across the globe. We connect people who love cars through our Hagerty Drivers Club (620,000+ members), entertainment and events such as the Greenwich Concours d’Elegance, The Amelia, The Detroit Concours, Motorlux and the California Mille, as well as valuation capabilities, Hagerty Marketplace, Hagerty Media, and Garage + Social.
Hagerty is always looking for talented new team members to help us drive forward. If our purpose, mission and beliefs resonate with you, let’s talk about getting you behind the wheel.