Customer Success Specialist (PST, Remote)

December 12, 2024

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PolicyMe

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PolicyMe is a Canadian insurance company that specializes in offering affordable and straightforward life insurance, critical illness, and health and dental insurance products. Their services are primarily delivered online, providing users with the convenience of obtaining quotes and securing insurance coverage quickly and efficiently. PolicyMe is recognized for its no-hassle approach, featuring fast approvals and the ability to tailor coverage to the customer's needs. With a strong focus on term life insurance, they also provide various coverage options for families, individuals, and seniors. Their mission is to simplify the insurance purchasing process for Canadians by leveraging technology and expert advice.

life insurance advice and education

11 - 50 employees

Founded 2018

💸 Finance

👥 B2C

📋 Description

• Join us at PolicyMe! We're modernizing insurance and we'd like your help. • We seek a highly organized, results-oriented, and empathetic Customer Success Specialist to join our team. • You’ll be asked to provide top-notch assistance to our Advisor Team while supporting our customers through the life insurance application process. • You’ll spend your days advocating for customers and communicating with our partners. • We want to hear from you if you have superb attention to detail, a positive attitude, effective problem-solving skills, and a passion for helping clients! • To succeed in this role, you should be highly organized. • This position is open to any Canadian-based individuals who are comfortable working 9am -5pm PST (12pm-8pm EST)

🎯 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 • Reports To: Customer Success Specialist Team Lead

🏖️ 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