PolicyMe
PolicyMe is on a mission to put families first with simple and affordable insurance.
life insurance advice and education
11 - 50
Customer Success Specialist
September 4
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 in English (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 health benefits •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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