Bilingual Customer Success Specialist (Remote)

Overview of the role

We’re 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, we’re 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. You’ll 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 9am–5pm PST (12pm–8pm EST).

What you’ll be doing

• Manage a caseload of in-progress applications through the underwriting process ...