Customer Success Specialist (Remote)
PolicyMe
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.
Skills
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.
Recent company news
Insurance BusinessPolicyMe forms partnership with Embark to help support families
Dec 3, 2025
Business WirePolicyMe and Embark Partner to Secure Canadian Families' Financial Futures
Dec 2, 2025
BeinsurePolicyMe and Embark link insurance and education savings for Canadian families
1 month ago
CoveragerPolicyMe announces $30 million CAD in funding
Apr 16, 2025
Canadian BusinessHow a Compensation Pool Helped PolicyMe Meet Its Sales Goal
May 8, 2025
About PolicyMe
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for PolicyMe.
Salary
$40k – $48k
per year