Remote Customer Success Specialist

Summary

Join PolicyMe as a Customer Success Specialist to help modernize insurance in Canada. You'll work remotely, supporting customers through the life insurance application process, advocating for clients, and communicating with partners. This role requires superb attention to detail, effective problem-solving skills, and a passion for helping clients.

Requirements

• 0-2 years of relevant work experience in service or sales preferably with a Bachelor’s degree
• 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
• Honesty and integrity – no cutting corners or compromising the integrity of our customers

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