Customer Success Specialist (Remote)
55000 - 66000 CAD per year
Company:
Location:Canada, PST, EST
Languages:English
Seniority level:Junior, 1-2 years
Experience:1-2 years
Skills:
Project CoordinationMicrosoft ExcelDocumentationCommunication SkillsCollaborationProblem SolvingCustomer serviceAttention to detailWritten communicationMultitaskingComplianceQuality AssuranceAdaptabilityTeamworkEmpathyVerbal communicationTroubleshootingClient relationship managementData entryProcess improvementCRM
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 Excellent attention to detail and multitasking ability Empathy, patience, and drive to exceed customer expectations Integrity and reliability Proactive mindset and openness to feedback
Responsibilities:
Manage in-progress applications through underwriting Use HubSpot and Front for daily tasks Coordinate medical exam bookings Order and track underwriting requirements (APS, MVRs) Handle inbound calls and client emails Track missed payments and assist with billing updates Report underwriting decisions to MIB Process policy change requests Maintain accurate records and submit weekly MIB report Collaborate with Advisors, QA, Sales, and Customer Service Provide feedback for process/tooling improvements
