Customer Success Specialist (PST, remote)

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Requirements:

• 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.

Responsibilities:

• 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.