Customer Success Specialist
Core
Support customers and advisors through the life insurance journey by managing underwriting applications, processing policy changes, and handling billing issues.
Role type
Customer Success Specialist (Insurance Operations)
Builds
Digital insurance products (Life, Critical Illness, Health & Dental) for Canadian families and B2B2C partners
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
insurance operations, underwriting process management, policy servicing, billing administration, vendor coordination, data entry, inbound communication
Preferred skills
multitasking in fast-paced environments, tool adaptability, process improvement mindset
Technologies
HubSpot, Front, MIB (Medical Information Bureau)
Responsibilities
Manage in-progress underwriting applications, coordinate medical exam bookings with vendors, track missed payments and update billing info, process policy change requests, report underwriting decisions to MIB, handle inbound calls and client emails
Seniority
Junior to Mid-level, hands-on IC
