Operations Specialist

ABOUT BESTOW

Life insurance is one of the world's most important products. It's also one of the hardest to build, distribute, and modernize. Bestow exists to change that. Bestow is a leading vertical technology platform serving some of the largest and most innovative life insurers. Our platform unifies the fragmented, legacy value chain, enabling carriers to launch products in weeks instead of years. Carriers choose us to scale and operate at unprecedented speed, powered by AI and automation. Bestow isn't selling policies. We're building the infrastructure that helps an entire industry move faster, reach more people, and deliver on its promise. Backed by leading investors (Goldman Sachs, Hedosophia, NEA, Valar, 8VC) and trusted by major carriers, Bestow is powered by a team that moves with precision, purpose, and heart. If you want to help reimagine a centuries-old industry with lasting impact, join us. Bestow offers flexible remote/hybrid work, meaningful benefits, equity, and substantial growth opportunities. Bestow uses E-Verify to confirm the employment eligibility of all newly hired employees. To learn more about E-Verify, including your rights and responsibilities, please visit

E-Verify.gov

. ABOUT THE ROLE Bestow’s Customer Experience (CX) team is committed to delivering an exceptional experience to our customers. Our Operations Specialists serve as advocates for our customers and address their inquiries and service requests quickly, efficiently, and with empathy. Reporting to the Post-Issue Manager, CX, the Operations Specialist will support our ever-growing customer base’s policy administration needs as we democratize life insurance to families everywhere. The ideal Operations Specialist candidate will provide exceptional customer service while handling various policy administration tasks. This role is crucial in facilitating timely and accurate policy changes and requests, especially during critical times like a policyholder's death. Effective communication is essential, particularly when service level expectations can't be met. This role directly impacts the company's reputation, as timely and careful handling of policy administration is vital to maintaining a positive brand image. This role is open to Remote (US) or hybrid in our Dallas, TX headquarters. WHAT YOU’LL DO Act as an advocate for our agent partners by supporting the operational execution of a wide variety of administrative functions such as processing physical and digital mail, policy changes, loan processing, disbursements, running daily/weekly/monthly reports, key control performance monitoring, and other work as defined by your supervisor

Respond to inbound customer inquiries via USPS mail, phone, website chat, text, and email within established and agreed upon service levels

Work closely with customer care advisors, underwriters, and engineering support teams to share feedback on where customers experience issues with our products or processes

Support the maintenance and documentation of standard operating procedures to increase efficiency of our rapidly scaling team

Make recommendations for business and process performance improvements

Participate actively in team and individual meetings on video or in-person

Co-lead post-issue administration related initiatives and projects

Ensure compliance with industry regulations and company policies

Support audits by providing necessary documentation upon request

Maintain accurate and up-to-date records in internal systems

Facilitate communication between customers, agents, and internal teams to resolve inquiries

Ensure timely follow-up on policy status, claims and claims-related functions (i.e. FNOL), and service requests.

Collaborate with underwriting, claims, and finance teams to achieve business objectives

Contribute to cross-functional projects and initiatives

WHO YOU ARE 1+ years experience supporting customers either directly or indirectly

Proven track record of delighting customers and delivering projects on time

Excellent communication skills, both verbal and written

Strong time management skills

Highly adaptable to a rapidly changing work environment

Ability to communicate effectively with different personality types and roles (e.g., engineers, designers, customers)

Previous experience working in insurance a plus

Previous experience working with Salesforce and Dropbox or HelloSign preferred

Knowledge of life insurance regulations preferred

Ability to identify and respond to potential insurance fraud or suspicious activities

Knowledge of death claims handling and protocol preferred

TOTAL REWARDS

At Bestow, we’re proud to be awarded for our team members, innovative products, and culture. Our standard benefits for full-time employees include: Competitive salary and equity based on role

Policies and managers that support work/life balance, like our flexible paid time off and parental leave programs

100% paid-premium option for medical, dental, and vision insurance

Lifestyle stipend to support your physical, emotional, and financial wellbeing

Flexible work-from-home policy and open to remote

Remote and WFH options, as well as a beautiful, state-of-the-art office in Dallas’ Deep Ellum, for those who prefer an office setting

Employee-led diversity, equity, and inclusion initiatives

Recent Employer Awards include: Best Place for Working Parents 2023 + 2024 + 2025

Great Place to Work Certified, 2022 + 2023 + 2024 + 2025

Built In Best Places to Work, 2022 + 2023 + 2025

Fortune’s Best Workplaces in Texas 2022 + 2023

Fortune’s Best Workplaces in Financial Services and Insurance 2022 + 2023 + 2024

We value diversity at Bestow. The company will hire, recruit, and promote regardless of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, pregnancy or maternity, veteran status, or any other status protected by applicable law. We understand the importance of creating a safe and comfortable work environment and encourage individualism and authenticity in every team member. Thanks for considering a job at Bestow!