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Bilingual Customer Success Specialist (Remote)

1 month, 3 weeks ago
Canada
Full-time
Junior
Customer Success
Customer and Technical Support
HubSpot
Apply Now
PolicyMe

PolicyMe

PolicyMe is a digital life insurance solution in Canada, offering affordable and fully underwritten term life and critical illness insurance. With a simple online application process, personalized coverage and term advice, and non-commissioned advisors...

Insurance
11-50
Founded 2018
$22M raised
View All Jobs 13

Description

  • Manage a caseload of in-progress life insurance applications through the underwriting process.
  • Use tools like HubSpot and Front to complete daily task queues and maintain accurate, up-to-date records.
  • Coordinate and follow up on medical exam bookings with vendors and clients.
  • Order and track underwriting requirements (e.g., APS, MVRs) and report underwriting decisions to the Medical Information Bureau (MIB).
  • Handle inbound calls and respond to client emails, including tracking missed payments and helping clients update billing information.
  • Process policy change requests such as address updates and beneficiary changes.
  • Submit the weekly MIB report and ensure documentation accuracy.
  • Collaborate cross-functionally with Advisors, QA, Sales, and Customer Service and participate in process and tooling improvement discussions.

Requirements

  • 1–2 years of experience in insurance, customer service, or call center roles.
  • Strong verbal and written communication in both French and English (bilingual).
  • Comfortable using multiple systems and learning new tools quickly (e.g., HubSpot, Front).
  • Excellent attention to detail and ability to multitask in a fast-paced environment.
  • Empathy, patience, and a customer-focused mindset with a drive to go above and beyond.
  • Integrity and reliability with pride in doing things right.
  • A proactive mindset and openness to giving and receiving feedback.
  • Availability for standard working hours (9:00 a.m.–5:00 p.m. ET) with flexibility to support Pacific Time hours as business needs evolve.

Benefits

  • Total target cash compensation of $55,000–$66,000 CAD (based on experience).
  • Generous PTO: 20 vacation days.
  • Comprehensive benefits plan with premiums paid in full by PolicyMe (health & dental included).
  • Professional development support including an L&D budget, AI tooling budget, and twice-yearly performance reviews with ongoing feedback.
  • Remote-first work environment with the option to work from home or the Toronto office (company covers travel costs to bring employees together twice a year for in-person socials).
  • Access to stock options based on performance.
  • Inclusive hiring practices and accessible hiring accommodations available upon request.

Interested in this position?

Apply directly on the company website

Apply Now

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