Customer Success Specialist (PST, Remote)

December 12

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Logo of PolicyMe

PolicyMe

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

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