Elevate insurance services from the comfort of your home as a Customer Success Specialist with PolicyMe. Support clients through their life insurance journey, ensuring satisfaction at every step.

This remote-first role at PolicyMe focuses on delivering exceptional client communication and managing policy servicing tasks. As a key player in our Toronto-based startup, you will handle underwriting processes, medical exam coordination, and client follow-ups. You'll navigate multiple systems to support Insurance Advisors and improve our processes.

Key Responsibilities:
• Manage caseload through the underwriting process
• Coordinate and track medical exam bookings
• Handle client calls and respond to emails




• Process policy change requests efficiently
• Collaborate across departments for streamlined service

Requirements:
• 1–2 years in insurance or customer service roles
• Robust verbal and written English communication
• Excellent attention to detail and multitasking abilities
• Empathy and a proactive attitude towards clients
• Integrity and reliability in customer service

Become a part of PolicyMe's mission to transform insurance into a customer-first experience!
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📌 Customer Success Specialist at PolicyMe (Quebec City)
🏢 PolicyMe
📍 Quebec City