[Remote] Customer Success Specialist (Remote)

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.ResponsibilitiesManage a caseload of in-progress applications through the underwriting processNavigate tools like HubSpot and Front to complete daily task queuesCoordinate and follow up on medical exam bookings with vendors and clientsOrder and track underwriting requirements (e.g. APS, MVRs)Handle inbound calls and respond to client emailsTrack missed payments and help clients update billing infoReport underwriting decisions to the Medical Information Bureau (MIB)Process policy change requests (address updates, beneficiary changes)Maintain accurate records and submit the weekly MIB reportCollaborate cross-functionally with Advisors, QA, Sales, and Customer ServiceOffer feedback and participate in process/tooling improvement discussionsSkills1-2 years of experience in insurance, customer service, or call center rolesStrong verbal and written communication in EnglishComfortable using multiple systems and learning new tools quicklyExcellent attention to detail and ability to multitask in a fast-paced environmentEmpathy, patience, and a natural drive to go above and beyond for customersIntegrity and reliability - someone who takes pride in doing things rightA proactive mindset and openness to giving and receiving feedbackBenefitsGenerous PTO - 20 vacation daysA comprehensive benefits plan with premiums paid in full by PolicyMeInvestment 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 potentialAccess to stock options based on performanceCompany OverviewPolicyMe 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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