Remote jobs in Italia

Overview of the role

Join us at PolicyMe! We're modernizing insurance and we'd like your help. The Canadian insurance landscape has remained largely unchanged for decades and we’re changing that. We're a remote-first, Toronto-based startup with big ambitions.

We’re looking for a bilingual (French / English) Customer Success Specialist to support our customers and Advisor Team throughout the life insurance journey. You’ll be responsible for policy servicing tasks, client communication, and helping us deliver an exceptional customer experience every step of the way.

What you'll be doing :

• 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 (e.g. APS, MVRs)
• Handle inbound calls and respond to client emails
• Track missed payments and help clients update billing info
• Report underwriting decisions to the Medical Information Bureau (MIB)
• Process policy change requests (address updates, 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 / tooling improvement discussions

What we're looking for :

Why join us :

About PolicyMe :

PolicyMe is a Venture-Backed InsurTech startup on a mission to put families first, protecting them with the honest and uncomplicated life insurance they deserve. Through technology, PolicyMe is streamlining the traditional insurance process, removing barriers and inefficiencies to deliver a fully-underwritten life insurance policy that families deserve but with fewer steps and lower costs.

PolicyMe makes it easy to get a quote and apply for term life insurance online in 20 minutes or less. Since our launch in 2018, we have grown exponentially, selling over $1 billion in life insurance coverage to Canadians.

PolicyMe was also most recently voted as one of Canada's 50 Most Impactful Companies of 2021, and has been mentioned in BetaKit, National Post, the Global & Mail, Global News and more. If you're interested in being considered for this opportunity, please submit a resume.

Commitment to Equal Opportunity :

PolicyMe is proud to be an equal opportunity employer. All applicants will be considered for employment without attention to race, colour, religion, sex, sexual orientation, gender identity, national origin, or disability status. We thank all applicants for their interest, however, only those selected for an interview will be contacted.

Accessibility Statement :

PolicyMe is dedicated to ensuring an accessible experience for all candidates. If you require accommodations during the application process, please let us know in the "Additional Information" section of the job application. We are committed to working with you to provide support and make reasonable adjustments throughout the process.

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