Note: The job is a remote job and is open to candidates in USA. PolicyMe is Canada’s leading digital insurance solution, focused on modernizing the insurance industry. They are seeking a Customer Success Specialist to support customers and the Advisor Team throughout the life insurance journey, ensuring exceptional customer experiences and managing policy servicing tasks.
Responsibilities
• Manage a caseload of in-progress applications through the underwriting process
• Navigate tools like HubSpot and Front to complete daily task queues
• Coordinate and follow up on medical exam bookings with vendors and clients
• Order and track underwriting requirements (e.g. APS, MVRs)
• Handle inbound calls and respond to client emails
• Track missed payments and help clients update billing info
• Report underwriting decisions to the Medical Information Bureau (MIB)
• Process policy change requests (address updates, beneficiary changes)
• Maintain accurate records and submit the weekly MIB report
• Collaborate cross-functionally with Advisors, QA, Sales, and Customer Service
• Offer feedback and participate in process/tooling improvement discussions
Skills
• 1-2 years of experience in insurance, customer service, or call center roles
• Strong verbal and written communication in English
• Comfortable using multiple systems and learning new tools quickly
• Excellent attention to detail and ability to multitask in a fast-paced environment
• Empathy, patience, and a natural drive to go above and beyond for customers
• Integrity and reliability - someone who takes pride in doing things right
• A proactive mindset and openness to giving and receiving feedback
Benefits
• Generous PTO - 20 vacation days
• A comprehensive benefits plan with premiums paid in full by PolicyMe
• Investment in your professional development, including an L&D budget, AI tooling budget, performance reviews twice a year and ongoing feedback to ensure you reach your highest potential
• Access to stock options based on performance
Company Overview
• PolicyMe is a life insurance company. It was founded in 2018, and is headquartered in Toronto, Ontario, CAN, with a workforce of 51-200 employees. Its website is https://www.policyme.com.
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