Remote Insurance Customer Success Specialist

PolicyMe; Remote; CAD 55,000 - 66,000; Full time

Job summary

A leading digital insurance provider in Canada is looking for a Customer Success Specialist to enhance the customer experience throughout the life insurance journey. Responsibilities include managing applications, coordinating medical exams, and communication with clients. The ideal candidate has 1-2 years of experience in customer service or insurance and possesses strong communication skills. This remote position offers a salary between $55,000 and $66,000 CAD annually, plus generous benefits including PTO and professional development opportunities.

Benefits

Generous PTO – 20 vacation days

Comprehensive benefits plan

Professional development investment

Access to stock options based on performance

Qualifications

• 1–2 years of experience in insurance, customer service, or call center roles.
• Comfortable using multiple systems and learning new tools quickly.
• Proactive mindset with openness to feedback.

Responsibilities

• Manage a caseload of in‑progress applications through the underwriting process.
• Coordinate and follow up on medical exam bookings.
• Handle inbound calls and respond to client emails.

Skills

Strong verbal and written communication in English

Empathy

Attention to detail

Multitasking

Reliability

Tools

HubSpot

Front

Job description

A leading digital insurance provider in Canada is looking for a Customer Success Specialist to enhance the customer experience throughout the life insurance journey. Responsibilities include managing applications, coordinating medical exams, and communication with clients. The ideal candidate has 1-2 years of experience in customer service or insurance and possesses strong communication skills. This remote position offers a salary between $55,000 and $66,000 CAD annually, plus generous benefits including PTO and professional development opportunities.