PolicyMe
PolicyMe is on a mission to put families first with simple and affordable insurance.
life insurance advice and education
11 - 50
Bilingual Customer Success Specialist
July 30
PolicyMe
PolicyMe is on a mission to put families first with simple and affordable insurance.
life insurance advice and education
11 - 50
Description
• Manage our caseload of in-process life insurance applications through the underwriting process • Master all our workflows, application and underwriting processes, and the software systems necessary to carry out your responsibilities • Coordinate with clients and vendors to schedule and track medical exams • Order and obtain underwriting requirements from the client (Attending Physician Statements or Motor Vehicle Reports) • Track missed payments and work with clients to update their billing information when needed • Report back underwriting codes to the Medical Information Bureau through their data input process • Administrate policy change requests like address updates and beneficiary updates • Complete all record-keeping processes for in-force policies and terminations • Maintain accurate policy records and transactions with client interactions • Collaborate on cross-functional projects with other operations teams (sales, customer service, customer success, and quality assurance) to ensure a seamless and transparent customer experience and to help improve our processes
Requirements
• 0-2 years of relevant work experience in service or sales preferably with a Bachelor’s degree (This role is open to new & recent grads!) • Intermediate Google Suite skills (Docs, Spreadsheets, etc.) • Extraordinary communication skills (both verbal and written) • Empathy with people’s pain points and difficulties • A desire to learn and take on new challenges, all while multi-tasking in a fast-paced environment • Honesty and integrity – no cutting corners or compromising the integrity of our customers • An openness to take on additional tasks that may not fall under your job scope to help the team and support your own growth
Benefits
• Generous PTO - 20 vacation days • Access to stock options and a comprehensive benefits plan • A remote-first team with company paid, in-person socials and the option to work from our Toronto-based office • Resources to help your professional development, including an L&D budget, performance reviews twice a year and ongoing feedback to ensure you reach your highest potential • Work with an empathetic, high-performing team in a flexible, results-oriented environment
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