Client Account Processor

Posted 7 Days Ago
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Richmond Hill, ON
Junior
Insurance
The Role
The Client Account Processor will manage client account tasks such as reviewing mail, processing deliveries, liaising with teams, and ensuring compliance with regulations. The role emphasizes attention to detail, multitasking, and leadership qualities while supporting the Document Fulfillment Team.
Summary Generated by Built In

As a Client Account Processor, you will be responsible for demonstrating expertise and growth as client account processor, to help elevate your team through leadership opportunities. Also, this position will work, fulltime, in office, located in Markham, Ontario.

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

RESPONSIBILITIES:

To achieve these results, the individual in this role performs the duties below:

  • Review outgoing mail batches for approval or decline
  • Process and package all registered letters
  • Liaison between our Member Communications Team and our third party print vendor
  • Process all French translations
  • Open, sort and distribute all incoming mail
  • Complete policy cancellation requests and non-licensed policy changes
  • Operate scanners, printers and postage machines
  • Call members and brokers for address verification
  • Enter Net Promotor Scores
  • Train, mentor, and support Document Fulfillment Team
  • All other duties as assigned by Leadership

QUALIFICATIONS:

To achieve these results, the individual in this role can perform the qualifications below:

  • Have a thorough knowledge and understanding of current procedures related to their tasks
  • Ability to show leadership by supporting team members with questions and procedures
  • Attention to detail with a minimum accuracy of 95%
  • Able to multitask and work with high volumes 
  • Proven ability to make decisions for file processing
  • Maintain excellent communication skills and proven customer service abilities
  • Consistently demonstrate a growth mindset, remaining open to new learning opportunities
  • Actively participate and have a vested interest in professional development

Other things to note:

  • The Client Accounts Processor- Document Fulfillment will report directly to the Senior Manager of Operations Canada.
  • 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, British Columbia or Canada please email [email protected] for compensation, comprehensive benefits and the perks that set us apart. 

 

#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!

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The Company
Golden, Colorado
1,514 Employees
On-site Workplace
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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