PolicyMe

Bilingual 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

Job Level

Junior

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 French and 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
underwriting processmedical exam coordinationbilling information managementpolicy change processingrecord maintenancereportingattention to detailmultitasking
Soft skills
verbal communicationwritten communicationempathypatienceproactive mindsetintegrityreliabilitycustomer service orientation