Customer Success Specialist (Remote)
PolicyMe(28 days ago)
About this role
The Customer Success Specialist at PolicyMe supports customers and the Advisor Team throughout the life insurance journey in a fast-growing, digital-first insurance startup. The role focuses on managing in-progress applications, coordinating underwriting-related activities, and ensuring a smooth, positive experience for clients. It is part of a remote-first organization serving customers across Canada and contributing to the modernization of the insurance industry. The position operates on a 9am–5pm PST schedule and offers opportunities for growth and development within a collaborative team environment.
Required Skills
- Customer Support
- Case Management
- Underwriting Processes
- CRM Tools
- Email Management
- Call Handling
- Vendor Coordination
- Payment Tracking
- Record Keeping
- Cross Functional Collaboration
+6 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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