Customer Success Specialist

🕒 September 1

🇨🇦 Canada – Remote

💵 $55k - $66k / year

⏰ Full Time

🟢 Junior

🏆 Customer Success

🚫👨‍🎓 No degree required

👻 Ghost score 6%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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PolicyMe

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2018

🏥 Healthcare

💼 Consulting

🛡️ Insurance

Healthcare • Consulting • Insurance

PolicyMe is a Canadian insurance company that specializes in offering affordable and straightforward life insurance, critical illness, and health and dental insurance products. Their services are primarily delivered online, providing users with the convenience of obtaining quotes and securing insurance coverage quickly and efficiently. PolicyMe is recognized for its no-hassle approach, featuring fast approvals and the ability to tailor coverage to the customer's needs. With a strong focus on term life insurance, they also provide various coverage options for families, individuals, and seniors. Their mission is to simplify the insurance purchasing process for Canadians by leveraging technology and expert advice.

📋 Description

• Manage a caseload of in-progress applications through the underwriting process • Navigate tools like HubSpot and Front to complete daily task queues • Coordinate and follow up on medical exam bookings with vendors and clients • Order and track underwriting requirements, including APS and MVRs • Handle inbound calls and respond to client emails • Track missed payments and help clients update billing information • Report underwriting decisions to the Medical Information Bureau (MIB) • Process policy change requests, including address updates and beneficiary changes • Maintain accurate records and submit the weekly MIB report • Collaborate cross-functionally with Advisors, QA, Sales, and Customer Service • Offer feedback and participate in process and tooling improvement discussions

🎯 Requirements

• 1–2 years of experience in insurance, customer service, or call center roles • Strong verbal and written communication in English • Comfortable using multiple systems and learning new tools quickly • Excellent attention to detail and ability to multitask in a fast-paced environment • Empathy, patience, and a natural drive to go above and beyond for customers • Integrity and reliability • A proactive mindset and openness to giving and receiving feedback

🏖️ Benefits

• Generous PTO - 20 vacation days • A comprehensive benefits plan with premiums paid in full by PolicyMe • Investment in your professional development, including an L&D budget • AI tooling budget • Performance reviews twice a year and ongoing feedback • Remote-first team • Option to work from home or the Toronto-based office • Company-covered costs to bring employees in-person twice a year for experiential socials • Access to stock options based on performance