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PolicyMe

Posted 22 days ago

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Customer Success Specialist (Remote)

OntarioRemoteFull-time

AI Summary

Customer Success Specialist at PolicyMe supports customers and advisors through the life insurance journey, handling policy servicing, underwriting coordination, and client communication in a remote-first startup.

About this role

Overview of the role:
We’re on a mission to modernize insurance, making it simpler, more accessible, and customer-first. The insurance industry is a $1T market that has remained largely untouched by the digital revolution, and PolicyMe is here to change that. As a remote-first, Toronto-based startup with big ambitions, we’re looking for a Customer Success Specialist to help us build the future of insurance in Canada and beyond.
As a Customer Success Specialist, you will support our customers and Advisor Team throughout the life insurance journey. You’ll be responsible for policy servicing tasks, client communication, and helping us deliver an exceptional customer experience every step of the way.
Standard working hours are 9:00 a.m. to 5:00 p.m. Eastern Time, with flexibility to support Pacific Time hours as business needs evolve.

What you'll be doing

  • 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

    • What we are looking for

  • 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

    • Why join us:

  • 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
  • An extremely high performing, low-ego, remote-first team that is truly disrupting an old industry
  • Option to work from home or our Toronto-based office (bonus: we cover the costs to bring all our employees in-person twice a year for experiential socials!)
  • Access to stock options based on performance
  • Compensation: The total target cash compensation for this role is $55,000–$66,000 CAD, based on experience. We’ll walk through the details together during the interview.

    • Skills

    APsBillingCall HandlingCRMEmail SupportFrontHubspotMedical Information Bureau (MIB)MVRPolicy ServicingUnderwriting

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