Bilingual Customer Success Specialist (Remote)
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Job Location:
Monthly Salary:
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Overview of the role:
Were on a mission to modernize insurance making it simpler more accessible and customer-first. The insurance industry is a $1T market that has remained largely untouched by the digital revolution and PolicyMe is here to change that. As a remote-first Toronto-based startup with big ambitions were looking for a Bilingual Customer Success Specialist to help us build the future of insurance in Canada and beyond.
As a Bilingual Customer Success Specialist you will support our customers and Advisor Team throughout the life insurance journey. Youll be responsible for policy servicing tasks client communication and helping us deliver an exceptional customer experience every step of the way.
This position is open to any Canadian-based individuals who are comfortable working 9am5pm PST (12pm8pm EST).
What youll be doing
- 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
What we are looking for
- 12 years of experience in insurance customer service or call center roles
- Strong verbal and written communication in French and 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
Why join us:
- Generous PTO - 20 vacation days
- A comprehensive benefits plan with premiums paid in full by PolicyMe
- Investment in your professional development including an L&D budget AI tooling budget performance reviews twice a year and ongoing feedback to ensure you reach your highest potential
- An extremely high performing low-ego remote-first team that is truly disrupting an old industry
- Option to work from home or our Toronto-based office (bonus: we cover the costs to bring all our employees in-person twice a year for experiential socials!)
- Access to stock options based on performance
- Compensation:The total target cash compensation for this role is$55000$66000 CAD based on experience. Well walk through the details together during the interview.
About PolicyMe:
At PolicyMe we are Canadas leading digital insurance solution offering straightforward and affordable financial protection for families from coast to coast. Our product suite includes Life Insurance Critical Illness Insurance and Health & Dental Insurance all tailored to Canadians evolving needs. We also offer B2B2C solutions partnering with organizations to provide seamless digital insurance options. Founded by a team of insurance experts and technology entrepreneurs PolicyMe is committed to making insurance simpler and more accessible. Since our launch in 2018 we have grown exponentially selling over $10 billion in insurance coverage to Canadians.
We are proud of the team weve built and are excited for those that are yet to join us. We operate with a remote-first culture attracting top talent from across Canada. If youre looking for a fast-paced collaborative environment working alongside incredibly ambitious yet humble humans we may be the right place for you! To learn more .
Additional Notes:
Job Vacancy: This role reflects growth in our team and expanded operational scope. Were hiring to support increasing demand and continue delivering an exceptional customer experience.
Commitment to Equal Opportunity: PolicyMe is an equal opportunity employer. We welcome applicants of all backgrounds and provide fair consideration regardless of race colour religion sex sexual orientation gender identity national origin or disability.
Accessibility Statement: We are committed to providing an accessible hiring experience. If you require accommodations during the application process please indicate this in the Additional Information section of your application.
We thank all applicants for their interest however only those selected for an interview will be contacted.
We may use artificial intelligence (AI) tools to support parts of the hiring process such as reviewing applications analyzing resumes or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed please contact us.
Required Experience:
IC
Key Skills
- Design Engineering
- Baan
- Customer Service
- Fund Management
- ABAP
- Elevator
About Company
Quick insurance quote. Easy online application. With no obligation to buy. Budget-friendly life insurance, health insurance, and critical illness insurance.
