Remote Bilingual Customer Success Specialist

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 Bachelor’s 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 people’s 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