Customer Success Specialist (Fully Remote)

PolicyMe Corp.; United States; Remote; USD 39,000 - 47,000; Full time

Benefits offered by this job

20 vacation days

Premium benefits fully paid

Professional development budget

Performance reviews twice a year

All-expenses-paid socials

Stock options

Job summary

PolicyMe is a Toronto-based digital insurance startup seeking a detail-oriented underwriting coordinator to manage a caseload through underwriting, coordinate medical exam bookings, and handle policy changes. This role supports client communications and weekly reporting.

We offer PTO and a comprehensive benefits plan with premiums fully paid, plus professional development budgets, twice-yearly performance reviews, and a remote-first culture with the option to work from home or our Toronto

Qualifications

• 1-2 years of experience in insurance, customer service, or call center roles.
• Strong verbal and written communication skills in English.
• Proficiency with multiple systems and ability to learn new tools quickly.
• Excellent attention to detail and multitasking skills in a fast-paced environment.

Responsibilities

• Manage a caseload of in-progress applications through underwriting.
• Coordinate medical exam bookings, track underwriting requirements, and handle client communications.
• Process policy changes, track missed payments, and maintain accurate records for weekly reporting.

Skills

Communication skills

Attention to detail

Multitasking

Learning new tools

Tools

Various systems

Job description

• Manage a caseload of in-progress applications through the underwriting process, ensuring timely progress.
• Coordinate and follow up on medical exam bookings, track underwriting requirements, and handle client communications.
• Process policy changes, track missed payments, and maintain accurate records for weekly reporting.

Qualifications:

• 1-2 years of experience in insurance, customer service, or call center roles.
• Strong verbal and written communication skills in English.
• Proficiency with multiple systems and ability to learn new tools quickly.
• Excellent attention to detail and multitasking skills in a fast-paced environment.

Why Join Us:

• Generous PTO with 20 vacation days and a comprehensive benefits plan with premiums fully paid.
• Investment in professional development, including L&D and AI tooling budgets, with twice-yearly performance reviews.
• High-performing, low-ego, remote-first team with option to work from home or Toronto office, plus all-expenses-paid in-person socials twice a year.
• Stock options based on performance and total target cash compensation of $55,000–$66,000 CAD.

PolicyMe

PolicyMe is a Toronto-based digital insurance startup modernizing the insurance industry in Canada, offering life, critical illness, and health & dental insurance. The company has grown exponentially since 2018, selling over $10 billion in coverage, and operates with a remote-first, low-ego culture attracting top talent across the country.