Customer Success Specialist

Responsibilities:

• Manage a caseload of in-progress applications through the underwriting process, ensuring timely progress.
• Coordinate and follow up on medical exam bookings, track underwriting requirements, and handle client communications.
• Process policy changes, track missed payments, and maintain accurate records for weekly reporting.

Qualifications:

• 1-2 years of experience in insurance, customer service, or call center roles.
• Strong verbal and written communication skills in English.
• Proficiency with multiple systems and ability to learn new tools quickly.
• Excellent attention to detail and multitasking skills in a fast-paced environment.

Why Join Us:

• Generous PTO with 20 vacation days and a comprehensive benefits plan with premiums fully paid.
• Investment in professional development, including L&D and AI tooling budgets, with twice-yearly performance reviews.
• High-performing, low-ego, remote-first team with option to work from home or Toronto office, plus all-expenses-paid in-person socials twice a year.
• Stock options based on performance and total target cash compensation of $55,000–$66,000 CAD.