[Remote] Customer Success Specialist (Remote)

Note: The job is a remote job and is open to candidates in USA. PolicyMe is a Toronto-based startup on a mission to modernize insurance, making it simpler and more accessible. They are seeking a Customer Success Specialist to support customers and the Advisor Team throughout the life insurance journey, ensuring an exceptional customer experience. Responsibilities 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 Skills 1–2 years of experience in insurance, customer service, or call center roles Strong verbal and written communication in 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 Benefits 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 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 Company Overview PolicyMe is a life insurance company. It was founded in 2018, and is headquartered in Toronto, Ontario, CAN, with a workforce of 51-200 employees. Its website is