Customer Success Specialist

About This Opportunity

We are representing a confidential insurtech organization that is modernizing how Canadians access financial protection. Our client is seeking a Customer Success Specialist to join their remote-first team and support customers throughout the insurance application and servicing lifecycle.

This role offers standard working hours of 9:00 a.m. to 5:00 p.m. Eastern Time, with flexibility to support Pacific Time hours as business needs evolve. You'll work remotely from anywhere in Canada.

Responsibilities

• Manage a caseload of in-progress applications through the underwriting process
• Navigate CRM and communication platforms to complete daily task queues
• Coordinate and follow up on medical exam bookings with vendors and clients
• Order and track underwriting requirements such as medical records and reports
• Handle inbound calls and respond to client emails promptly and professionally
• Track missed payments and assist clients with updating billing information
• Report underwriting decisions to the Medical Information Bureau (MIB)
• Process policy change requests including address updates and beneficiary changes
• Maintain accurate records and submit weekly compliance reports
• Collaborate cross-functionally with advisors, quality assurance, sales, and customer service teams
• Provide feedback and participate in process and tooling improvement discussions

What We're Looking For

• 1–2 years of experience in insurance, customer service, or call center roles
• Strong verbal and written communication skills 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 with a commitment to accuracy and quality
• Proactive mindset and openness to giving and receiving feedback
• Authorized to work in Canada

How We Work With You

When you apply through Get A Job.ai, our talent team will review your application and conduct an initial screening. If there's a strong match, we'll submit your profile to our client for consideration. Please do not contact the employer directly—all communication and coordination will flow through our recruiting team to ensure the best experience for everyone involved.

Pay

Pay via Get A Job.ai: $55,000–$66,000 CAD annually, based on experience.

Equal Opportunity: Get A Job.ai is committed to inclusive hiring practices. We welcome applicants of all backgrounds and provide accommodations upon request during the application process.