Bilingual Customer Success Specialist (Remote)
PolicyMe(28 days ago)
About this role
The Bilingual Customer Success Specialist at PolicyMe supports customers and the Advisor Team throughout the life insurance journey, ensuring smooth policy servicing and an exceptional customer experience. The role is based in Canada with remote-first flexibility and operates on a 9am–5pm PST (12pm–8pm EST) schedule. Working within a fast-growing digital insurance startup, the position focuses on managing in-progress applications, coordinating with vendors, and maintaining accurate records. It sits within a collaborative, high-performing team that is modernizing the insurance landscape in Canada.
Required Skills
- Customer Support
- Life Insurance
- Underwriting Coordination
- Caseload Management
- CRM Tools
- Email Management
- Call Handling
- Medical Exams Coordination
- Payment Tracking
- Policy Changes
+9 more
About PolicyMe
policyme.comPolicyMe is a Toronto-based insurtech (founded 2018) that simplifies buying life and related protection for Canadians through a digital-first platform. It offers life insurance plus health & dental and critical illness coverage with quick, budget-friendly quotes and an easy online application that can deliver a decision in under ten minutes. The company emphasizes transparency, affordability and a streamlined customer experience, with support for servicing and claims. PolicyMe serves customers across Canada.
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