PolicyMe

Customer Success Specialist

PolicyMe

full-time

Posted on:

Location Type: Remote

Location: Canada

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Salary

💰 CA$55,000 - CA$66,000 per year

About the role

  • 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

Requirements

  • 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
  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
underwriting processmedical exam coordinationpolicy change processingrecord maintenancebilling information managementreporting to MIB
Soft Skills
verbal communicationwritten communicationattention to detailmultitaskingempathypatienceproactive mindsetintegrityreliability