Apply📍 Canada
🧭 Full-Time
🔍 InsurTech
🏢 Company: PolicyMe👥 11-50💰 $13,468,265 Series A over 2 years agoLife InsuranceFinanceInsurTechInsurance
- 0-2 years of relevant work experience in service or sales, preferably with a Bachelor’s degree (new & recent grads welcome).
- Intermediate skills in Google Suite (Docs, Spreadsheets, etc.).
- Extraordinary communication skills in English (verbal and written).
- Empathy towards people's challenges.
- Desire to learn and tackle new challenges while multi-tasking.
- Honesty and integrity in dealings with customers.
- Openness to take on additional tasks for team support and personal growth.
- Manage our caseload of in-process life insurance applications through the underwriting process.
- Master all our workflows, application and underwriting processes, and software systems to carry out your responsibilities.
- Coordinate with clients and vendors to schedule and track medical exams.
- Order and obtain underwriting requirements from the client.
- Track missed payments and work with clients on billing information updates.
- Report underwriting codes to MIB through their data input process.
- Administrate policy change requests like address updates and beneficiary updates.
- Complete record-keeping processes for in-force policies and terminations.
- Maintain accurate policy records and transactions with client interactions.
- Collaborate on cross-functional projects to ensure a seamless customer experience.
Communication SkillsAnalytical SkillsCollaborationMicrosoft ExcelC (Programming language)Empathy
Posted 5 months ago
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