Customer Success Specialist

Summary

The job is for a Customer Success Specialist at PolicyMe, a Toronto-based startup modernizing insurance. The role involves managing life insurance applications, coordinating with clients and vendors, and maintaining accurate policy records. The ideal candidate has 0-2 years of relevant work experience, intermediate Google Suite skills, excellent communication skills, empathy, a desire to learn, honesty, integrity, and openness to take on additional tasks.

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 (both verbal and written)
• 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

Responsibilities

• Manage our caseload of in-process life insurance applications through the underwriting process
• Master all our workflows, application and underwriting processes, and the 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 (sales, customer service, customer success, and quality assurance) to ensure a seamless and transparent customer experience and to help improve our processes

Benefits

• Generous PTO - 20 vacation days
• Access to stock options, and health benefits
• 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