Customer Success Specialist
New
P
PolicyMeInsurance
Remote-first culture, attracting top talent from across Canada, 9:00 a.m. to 5:00 p.m. Eastern Time, with flexibility to support Pacific TimeFull-TimeMiddle
Salary$55,000–$66,000 CAD
Apply NowOpens the employer's application page
Job Details
- Languages
- English
- Experience
- 1–2 years
- Required Skills
- Customer serviceHubSpot
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 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)
- Collaborate cross-functionally with Advisors, QA, Sales, and Customer Service
View Full Description & ApplyYou'll be redirected to the employer's site
