[Remote] Customer Success Specialist (Remote)

🌍 Remote, USA 🚀 Full-time 🕐 Posted Recently

Job Description

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.

Responsibilities

Manage a caseload of in-progress applications through the underwriting process
Navigate tools like HubSpot and Front to complete daily task queues
Coordinate and follow up on medical exam bookings with vendors and clients
Order and track underwriting requirements (e.g. APS, MVRs)
Handle inbound calls and respond to client emails
Track missed payments and help clients update billing info
Report underwriting decisions to the Medical Information Bureau (MIB)
Process policy change requests (address updates, beneficiary changes)
Maintain accurate records and submit the weekly MIB report
Collaborate cross-functionally with Advisors, QA, Sales, and Customer Service
Offer feedback and participate in process/tooling improvement discussions

Skills

1-2 years of experience in insurance, customer service, or call center roles
Strong verbal and written communication in English
Comfortable using multiple systems and learning new tools quickly
Excellent attention to detail and ability to multitask in a fast-paced environment
Empathy, patience, and a natural drive to go above and beyond for customers
Integrity and reliability - someone who takes pride in doing things right
A proactive mindset and openness to giving and receiving feedback

Benefits

Generous PTO - 20 vacation days
A comprehensive benefits plan with premiums paid in full by PolicyMe
Investment 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 potential
Access to stock options based on performance

Company Overview

PolicyMe 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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