Customer Success Specialist • Entry-Level

Who you are

You are a customer-focused individual with a passion for helping others navigate their insurance needs. You possess excellent communication skills in both English and French, allowing you to effectively assist a diverse clientele. You thrive in a remote work environment and are comfortable managing your time to meet customer needs across different time zones. You understand the importance of delivering exceptional customer experiences and are eager to contribute to a mission-driven company.

You have a proactive approach to problem-solving and are skilled at managing multiple tasks simultaneously. Your attention to detail ensures that all policy servicing tasks are completed accurately and efficiently. You are adaptable and open to learning about the insurance industry, which is evolving rapidly due to digital transformation. You are excited about the opportunity to be part of a startup that is modernizing insurance in Canada.

What you'll do

As a Bilingual Customer Success Specialist, you will support our customers and Advisor Team throughout the life insurance journey. You will handle policy servicing tasks, ensuring that clients receive timely and accurate information regarding their policies. Your role will involve communicating with clients via phone and email, addressing their inquiries, and providing guidance on the insurance process. You will collaborate closely with the Advisor Team to ensure a seamless customer experience and assist in resolving any issues that may arise.

You will also contribute to building a customer-first culture at PolicyMe by gathering feedback from clients and sharing insights with the team. Your efforts will help us improve our services and enhance the overall customer experience. You will be expected to work standard hours from 9:00 a.m. to 5:00 p.m. Eastern Time, with flexibility to support Pacific Time hours as business needs evolve. This role offers you the chance to make a meaningful impact in the lives of our customers as they navigate their life insurance options.

What we offer

At PolicyMe, we are committed to creating a supportive and inclusive work environment. As a remote-first company, we provide the flexibility to work from anywhere while ensuring you have the tools and resources needed to succeed. You will be part of a dynamic team that is passionate about transforming the insurance industry and making it more accessible for everyone. We encourage you to apply even if your experience doesn't match every requirement, as we value diverse perspectives and backgrounds.