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Mid LevelFull-timeGitGoAI
Salary Range
$51,000 - $69,000 /year
This salary is estimated based on similar roles. The actual salary may vary.
About the Role
We are looking for a Customer Success Specialist to join PolicyMe, a remote-first startup modernizing the insurance industry. This role will support customers and the Advisor Team throughout the life insurance journey, focusing on policy servicing tasks and client communication.
Key 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
Requirements
- ✓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
