Client Account Processor
5 months ago
As a Client Account Processor II- Document Fulfillment, you will be responsible for demonstrating expertise and growth as client account processor, to help elevate your team through leadership opportunities.
- 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
- Familiarity of public company requirements, including Sarbanes Oxley and key regulations, if applicable
- Other things to note:
- The Client Accounts Processor
- Document Fulfillment will report directly to the Senior Manager of Operations Canada. Also, this position will work In office, located in Markham, Ontario.
- 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 MotorsportReg 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.
- Learn more about our comprehensive benefits and the perks that set us apart.
- for compensation._
- #LI -Remote
- EEO/AA
-
Client Account Processor
5 months ago
Richmond Hill, Canada Hagerty Full timeAs a Client Accounts Processor - Accounts Crew, you will handle all incoming and outgoing money related items and tasks for members and brokers. - Ready to get in the driver’s seat? Join us! - RESPONSIBILITIES: - To achieve these results, the individual in this role performs the duties below: - Process and activate all payment plans - Review payment...
-
Case Processor Assistant
5 months ago
Richmond, Canada Terry Liu & Assoicates Ltd. Full timeResponsibilities: - Assist the senior case processors in preparing submission documentation. - Establish positive and professional communication channels with clients to understand their needs and expectations. - Collaborate closely with other team members to ensure seamless coordination. - Build and maintain long-term client relationships to ensure...
-
Client Account Specialist
5 months ago
Richmond Hill, Canada Ark Marketing Performance Full time_ARK Marketing Performance_ is a promotional marketing company that has been at the forefront of the industry for years. Our team comprises experienced professionals who bring a wealth of expertise to every project! From our leadership to our frontline staff, we maintain the highest standards of professionalism, ensuring that our clients receive exceptional...
-
Client Account Specialist
5 months ago
Richmond Hill, Canada Ark Marketing Performance Full time_ARK Marketing Performance_ is a promotional marketing company that has been at the forefront of the industry for years. Our team comprises experienced professionals who bring a wealth of expertise to every project! From our leadership to our frontline staff, we maintain the highest standards of professionalism, ensuring that our clients receive exceptional...
-
Client Account Specialist
5 months ago
Richmond Hill, Canada Ark Marketing Performance Full time_ARK Marketing Performance_ is a promotional marketing company that has been at the forefront of the industry for the past three years. Our team comprises experienced professionals who bring a wealth of expertise to every project! From our leadership to our frontline staff, we maintain the highest standards of professionalism, ensuring that our clients...
-
General Labour, Production
4 months ago
Richmond, Canada Fresh Start Foods Full timeNeptune Fresh Produce Inc. - Join one of the BEST teams in the Industry - At Fresh Start Foods you'll find qualified professionals that stand out with their experience and understand that customers are at the centre of everything we do.- We are seeking individuals: - Who are customer centric - Who are able to deliver on their commitments - Who value...
-
General Labour, Production
4 months ago
Richmond, Canada Fresh Start Foods Full timeNeptune Fresh Produce Inc. Join one of the BEST teams in the Industry At Fresh Start Foods you'll find qualified professionals that stand out with their experience and understand that customers are at the centre of everything we do. We are seeking individuals: - Who are customer centric - Who are able to deliver on their commitments - Who value individual...
-
Client Solutions Manager
5 months ago
Richmond Hill, Canada LightBox Full timeAt LightBox, we strive to not only equip confident, data-driven decisions across sectors, but to also enrich lives by bringing people, information, and technology together. As a company with a wide range of clients, we believe a diverse workforce is crucial to success. Our commitment to inclusion across race, gender, age, religion, identity, and experience...
-
Client Relations Liaison
2 months ago
Richmond Hill, Ontario, Canada beBee Professionals Full timeClient Relations Coordinator Job Description **About the Role** beBee Professionals is seeking a skilled Client Relations Coordinator to provide exceptional customer service to our clients and manage client accounts. **Key Responsibilities** * Provide excellent customer service to clients through various communication channels * Manage client accounts,...
-
Client Relations Liaison
2 months ago
Richmond Hill, Ontario, Canada beBee Professionals Full timeClient Relations Coordinator Job Description **About the Role** beBee Professionals is seeking a skilled Client Relations Coordinator to provide exceptional customer service to our clients and manage client accounts. **Key Responsibilities** * Provide excellent customer service to clients through various communication channels * Manage client accounts,...
-
3pl Client Account Manager
5 months ago
Richmond, Canada ACROCARGO EXPRESS Full time3PL Client Account Manager **Responsibilities**: - Ensure successful on-boarding of new clients by coordinating with sales, solution, and operation teams and provide training on whole cycle warehouse processes and OMS system; - Conduct monthly P&L analysis on different accounts/clients to evaluate the profit and margin of different business models; - Lead...
-
Client Relations Liaison
1 month ago
Richmond Hill, Ontario, Canada beBee Professionals Full timeClient Relations Coordinator Job Description **About the Role** beBee Professionals is seeking a skilled Client Relations Coordinator to provide exceptional customer service to our clients. The successful candidate will be responsible for managing client accounts, developing relationships with new and existing clients, and ensuring seamless...
-
Client Relations Liaison
1 month ago
Richmond Hill, Ontario, Canada beBee Professionals Full timeClient Relations Coordinator Job Description **About the Role** beBee Professionals is seeking a skilled Client Relations Coordinator to provide exceptional customer service to our clients. The successful candidate will be responsible for managing client accounts, developing relationships with new and existing clients, and ensuring seamless...
-
Client Relations Liaison
1 month ago
Richmond Hill, Ontario, Canada beBee Professionals Full timeClient Relations Coordinator Job Description **About the Role** beBee Professionals is seeking a skilled Client Relations Coordinator to provide exceptional customer service to our clients. The successful candidate will be responsible for managing client accounts, developing relationships with new and existing clients, and ensuring seamless...
-
Client Relations Liaison
1 month ago
Richmond Hill, Ontario, Canada beBee Professionals Full timeClient Relations Coordinator Job Description **About the Role** beBee Professionals is seeking a skilled Client Relations Coordinator to provide exceptional customer service to our clients. The successful candidate will be responsible for managing client accounts, developing relationships with new and existing clients, and ensuring seamless...
-
Client Service Representative
4 weeks ago
Richmond Hill, Ontario, Canada The Successful Investor Full timeClient Service AssociateWe are seeking a highly motivated and customer-focused individual to join our team as a Client Service Associate. As a key member of our Wealth Management team, you will be responsible for providing exceptional client service and support to our high-net-worth clients.Key Responsibilities:Provide timely and accurate resolution to...
-
Client Service Representative
4 weeks ago
Richmond Hill, Ontario, Canada The Successful Investor Full timeClient Service AssociateWe are seeking a highly motivated and customer-focused individual to join our team as a Client Service Associate. As a key member of our Wealth Management team, you will be responsible for providing exceptional client service and support to our high-net-worth clients.Key Responsibilities:Provide timely and accurate resolution to...
-
Client Service Associate
3 weeks ago
Richmond Hill, Ontario, Canada The Successful Investor Full timeJob Title: Client Service AssociateWe are seeking a highly motivated and customer-focused individual to join our team as a Client Service Associate. As a key member of our Wealth Management team, you will be responsible for providing exceptional client service and support to our high-net-worth clients.Key Responsibilities:Receive and respond to client...
-
Client Service Associate
3 weeks ago
Richmond Hill, Ontario, Canada The Successful Investor Full timeJob Title: Client Service AssociateWe are seeking a highly motivated and customer-focused individual to join our team as a Client Service Associate. As a key member of our Wealth Management team, you will be responsible for providing exceptional client service and support to our high-net-worth clients.Key Responsibilities:Receive and respond to client...
-
Client Service Associate
4 weeks ago
Richmond Hill, Ontario, Canada The Successful Investor Full timeJob Title: Client Service AssociateWe are seeking a highly motivated and customer-focused individual to join our team as a Client Service Associate. As a key member of our Wealth Management team, you will be responsible for providing exceptional client service and support to our high-net-worth clients.Key Responsibilities:Receive and respond to client...