PolicyMe is hiring a
Bilingual Customer Success Specialist
PolicyMe
๐ต ~$45k-$55k
๐Remote - Canada
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Summary
Join PolicyMe, a modernizing insurance startup seeking a Bilingual Customer Success Specialist to assist their Advisor Team and support customers through the life insurance application process. The role involves managing in-process applications, coordinating with clients and vendors, and maintaining accurate policy records. This remote position is open to any Canadian-based individuals who are comfortable working 9am -5pm PST (12pm-8pm EST).
Requirements
- 0-2 years of relevant work experience in service or sales preferably with a Bachelorโs degree (This role is open to new & recent grads!)
- Intermediate Google Suite skills (Docs, Spreadsheets, etc.)
- Extraordinary communication skills in English and French (both verbal and written)
Responsibilities
- Manage our caseload of in-process life insurance applications through the underwriting process
- Master all workflows, application and underwriting processes, and software systems necessary to carry out your responsibilities
- Coordinate with clients and vendors to schedule and track medical exams
- Order and obtain underwriting requirements from the client (Attending Physician Statements or Motor Vehicle Reports)
- Track missed payments and work with clients to update their billing information when needed
- Report back underwriting codes to the Medical Information Bureau through their data input process
- Administrate policy change requests like address updates and beneficiary updates
- Complete all record-keeping processes for in-force policies and terminations
- Maintain accurate policy records and transactions with client interactions
- Collaborate on cross-functional projects with other operations teams to ensure a seamless and transparent customer experience and to help improve our processes
Preferred Qualifications
- Empathy with peopleโs pain points and difficulties
- A desire to learn and take on new challenges, all while multi-tasking in a fast-paced environment
Benefits
- Generous PTO - 20 vacation days
- Access to stock options and a comprehensive benefits plan
- A remote-first team with company paid, in-person socials and the option to work from our Toronto-based office
- Resources to help your professional development, including an L&D budget, performance reviews twice a year and ongoing feedback to ensure you reach your highest potential
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