Customer Success Specialist (Remote)

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 A proactive mindset and openness to giving and receiving feedback

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 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 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