Customer Success Engineer

About Us

PolicyFly is modernizing the way specialty insurance works. Our platform simplifies complex, manual workflows (e.g. quoting, issuing, and managing policies) by connecting underwriters, brokers, and carriers with automation and clean, intuitive design. We’re powering the future of insurance infrastructure, one line of business at a time.

Job Description

We’re looking for a sharp, detail-oriented Customer Success Engineer to join our growing team. This is a great opportunity for someone who’s eager to get hands-on experience in technical implementation, problem-solving, and customer-facing configuration work – all while learning how real-world software platforms are built and supported.

You’ll work within the PolicyFly platform to build and update the logic that powers our customers’ insurance programs, including:

• Generating documents using Word templates (docxtemplater)
• Managing customer-facing forms using configuration in Typescript
• Writing business rules using simple scripts in Lua
• Occasionally helping build ETL scripts to load customer data into our reporting systems
• Making customer dreams come true 🌈🦄

Position Details

• Type: Full-time (after paid trial period)
• Location: Remote
• Compensation: Based on experience and location

Key Responsibilities

• Configure and update customer logic across documents, forms, and rating rules
• Use and extend templates for policy documents (via .docx and templating syntax)
• Implement and test scripted business logic (e.g., Lua rating functions)
• Make customer-facing form changes using Typescript config
• Help triage and fix live customer issues or change requests
• Build or adapt data import scripts to load customer data into our reporting systems
• Learn fast, take initiative, and grow into owning full onboarding projects over time

What You’ll Bring

Required:

• Solid Microsoft Word skills (especially tables, formatting, structure)
• Strong attention to detail
• Comfort with logical thinking and conditional logic
• Experience with programming languages (JavaScript, Python, Lua, Typescript, etc.)
• Clear written and verbal communication (we’re remote)
• A self-starter mindset with a hunger to learn

Nice to Have:

• Familiarity with Git/version control
• Experience using VS Code or similar editors
• Hands-on exposure to scripting or simple automation (even in school or side projects)
• Understanding of how data flows through systems (ETL, APIs, etc.)
• Insurance industry or documentation experience

Growth Path

This role is designed to grow into:

• Leading full technical implementations for new customers
• Becoming an internal expert in rating, templates, and workflow config
• Contributing to internal tools and systems that make our onboarding faster and better