Remote Insurance Success Specialist

United States Digital Space LLC; United States; Remote; USD 40,000 - 47,000; Full time

Benefits offered by this job

20 days vacation

Comprehensive benefits

L&D budget

Performance reviews twice a year

Stock options

In-person team events twice a year

Job summary

United States Digital Space LLC is seeking a Customer Success Specialist to support clients through the life insurance journey, coordinating underwriting steps and policy servicing. The role emphasizes strong communication, careful management of tasks across systems, and cross-functional collaboration with Advisors, QA, Sales, and Customer Service.

This remote-first team offers generous PTO, company-paid benefits, ongoing professional development, stock options, and opportunities to work from

Qualifications

• 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 - someone who takes pride in doing things right.
• A proactive mindset and openness to giving and receiving feedback.

Responsibilities

• 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.

Skills

Customer service

Communication

Attention to detail

Multitasking

Empathy

Reliability

Proactive mindset

Tools

HubSpot

Front

CRM systems

Job description

United States Digital Space LLC is seeking a Customer Success Specialist to support clients through the life insurance journey, coordinating underwriting steps and policy servicing. The role emphasizes strong communication, careful management of tasks across systems, and cross-functional collaboration with Advisors, QA, Sales, and Customer Service.

This remote-first team offers generous PTO, company-paid benefits, ongoing professional development, stock options, and opportunities to work from