Bilingual Customer Success Specialist (Remote)
PolicyMeToronto, Ontario, Canada
Posted February 13, 2026
55000 - 66000 CAD
Full Time
About the Company
At PolicyMe, we are Canada’s leading digital insurance solution, offering straightforward and affordable financial protection for families from coast to coast.
Job Description
We're on a mission to modernize insurance, making it simpler, more accessible, and customer-first. As a remote-first, Toronto-based startup, we're looking for a Bilingual Customer Success Specialist to help us build the future of insurance in Canada and beyond.
Requirements
- 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
Benefits
- Generous PTO - 20 vacation days
- 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
- Option to work from home or our Toronto-based office
- Access to stock options based on performance
