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
- Solid 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!