Bilingual Customer Success Specialist (Remote)

Posted 5 days agoViewed

55000 - 66000 CAD per year

CanadaFull-TimeInsurance

Location:Canada, PST, EST

Languages:French, English

Seniority level:Entry, 1-2 years

Experience:1-2 years

Skills:

Project CoordinationDocumentationMicrosoft Office SuiteCommunication SkillsCollaborationProblem SolvingCustomer serviceAttention to detailWritten communicationMultitaskingComplianceCustomer SuccessEnglish communicationAdaptabilityRelationship buildingFluency in EnglishEmpathyVerbal communicationActive listeningAbility to learn

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 A proactive mindset and openness to giving and receiving feedback

Responsibilities:

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