Unlicensed Operations Specialist

Posted 7 Days Ago
Be an Early Applicant
Markham, ON, CAN
In-Office
Entry level
Insurance
The Role
Perform unlicensed operations to support underwriting, finance and member services: process and activate payment plans, enter payments, handle cancellations and refunds, call members/brokers for delinquencies and verifications, manage mail/registered letters and translations, upload documents for licensed review, and support SOX-compliant controls and process improvements.
Summary Generated by Built In

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. 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 [email protected] 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, 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.

#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!

Skills Required

  • Thorough knowledge and understanding of current procedures related to all tasks
  • Ability to support team members and show leadership on procedures
  • Attention to detail with a minimum accuracy of 95%
  • Proven ability to make decisions for file processing
  • Excellent communication skills and customer service abilities
  • Active participation in professional development
  • Proficient in utilizing computer systems and applications, particularly MS Office products
  • Operate scanners, production printers and postage machines
  • Demonstrated ability to multitask effectively in a fast-paced environment
  • Exceptional time management skills
  • Ability to manage high workloads while upholding quality standards
  • Strong ability to work independently and adapt to varying daily operational needs
  • Familiarity with public company requirements (e.g., Sarbanes-Oxley) and ability to design/execute/document internal controls when applicable
  • This role is in-office in Markham, Ontario (must be able to work on-site)

Hagerty Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Hagerty and has not been reviewed or approved by Hagerty.

  • Parental & Family Support Parental leave offerings include 12 weeks paid maternity leave, 4 weeks paid spousal/partner leave, adoption assistance, and a phased return to work. These elements signal strong support for family needs.
  • Healthcare Strength Medical, dental, and vision coverage are presented as comprehensive and paired with standard paid leave programs. This breadth forms a strong core health benefits foundation.
  • Retirement Support A 401(k) program with company matching and an Employee Stock Purchase Program are part of the package. These programs enhance long-term financial security and ownership opportunities.

Hagerty Insights

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The Company
HQ: Traverse City, MI
1,514 Employees
Year Founded: 1983

What We Do

Hagerty was built by people who love cars. We began as a niche insurance agency offering coverage for collector cars. We’re 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

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