What you'll be doing:
- 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
What we're looking for:
- 1–2 years of experience in insurance, customer service, or call center roles
- Strong verbal and written communication in French and 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
Why join us:
- Generous PTO - 20 vacation days
- Access to stock options and a comprehensive benefits plan
- A remote-first team with company paid, in-person socials and the option to work from our Toronto-based office
- Resources to help your professional development, including an L&D budget, performance reviews twice a year and ongoing feedback to ensure you reach your highest potential
- Work with an empathetic, high-performing team in a flexible, results-oriented environment
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What We Do
We are on a mission to put families first with simple and affordable insurance. We strongly believe that life insurance is fundamental to a sound financial plan. It ensures that your family can replace lost income to pay for key expenses, eliminate debt, pay for college, or address other financial goals in the unfortunate circumstance that you pass. However, we also understand that life insurance is complicated. There are many factors to take into account in determining how much life insurance is right for you, and what type of policy best suits your needs. That is why we believe life insurance advice should be transparent, customized and most importantly, convenient. We are an experienced team trying to change the insurance industry with a customer first approach. Our proprietary life insurance algorithm assesses your needs and recommends the best product for you – regardless of commission structure. Life insurance is complicated, and our advice engine can help you find the the best protection in the most cost-effective way
