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Customer Success Specialist (Remote)

1 month 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 7

Description

  • Manage in-progress applications through the underwriting process.
  • Use HubSpot, Front, and other systems to complete daily task queues.
  • Coordinate and follow up on medical examinations with vendors and clients.
  • Order and track underwriting requirements, including APS and MVRs.
  • Handle inbound calls and respond to client emails.
  • Track missed payments and help clients update billing information.
  • Report underwriting decisions to the Medical Information Bureau and submit weekly MIB reports.
  • Process policy changes, including address and beneficiary updates.
  • Maintain accurate customer and policy records.
  • Collaborate with Advisors, QA, Sales, and Customer Service teams on customer support and process improvements.

Requirements

  • 1–2 years of experience in insurance, customer service, or call center roles.
  • Strong verbal and written English communication skills.
  • Ability to use multiple systems and learn new tools quickly.
  • Excellent attention to detail and multitasking abilities in a fast-paced environment.
  • Empathy, patience, and a customer-focused approach.
  • Integrity, reliability, and commitment to accurate work.
  • Proactive mindset and openness to giving and receiving feedback.
  • Availability for standard hours of 9:00 a.m. to 5:00 p.m. Eastern Time, with flexibility to support Pacific Time hours as needed.

Benefits

  • Total target cash compensation of $55,000–$66,000 CAD, based on experience.
  • 20 vacation days.
  • Comprehensive benefits plan with premiums fully paid by PolicyMe.
  • Professional development support, including learning and development and AI tooling budgets.
  • Performance reviews twice yearly and ongoing feedback.
  • Remote-first work with the option to work from home or the Toronto office.
  • Company-funded in-person experiential socials twice a year.
  • Performance-based stock options.

Interested in this position?

Apply directly on the company website

Apply Now

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