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!