Client Account Processor

1 month ago


Richmond Hill, Canada Hagerty Full time

As 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 plans and make any necessary adjustments Accept and process all Hagerty Drivers Club payments Cancellation overrides 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 Investigate and resolve any payment related discrepancies All other responsibilities as outlined by Leadership

QUALIFICATIONS:

Exercise quality control within all tasks performed Ability to work independently Work within a fast past environment Have a growth mindset Effective and efficient use of computer applications, including MS office products  Attention to detail with a minimum accuracy of 95%  Able to multitask and work with high volumes Excellent communication skills and proven customer service abilities Familiarity of public company requirements, including Sarbanes Oxley and key regulations, if applicable

Other things to note:

The Client Accounts Processor- Accounts Crew with report directly to the Senior Manager of Operations Canada. Also, this position will work In office, located in Markham, Ontario.



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