Operations Specialist

Bestow; Dallas (TX); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Flexible paid time off

Remote work options

Competitive salary and equity

Medical/dental/vision insurance

Lifestyle stipend

Office in Dallas Deep Ellum

Diversity, equity, inclusion programs

Job summary

Bestow is seeking an Operations Specialist to support our CX team in handling policy administration, inquiries, and post-issue tasks. The role emphasizes timely responses, accuracy, and collaboration with underwriting, claims, and finance to ensure customer satisfaction.

The role offers remote (US) or hybrid work in Dallas, TX, with a strong focus on accurate record-keeping, SOP maintenance, and continuous process improvement across a fast-growing department.

Qualifications

• 1+ years experience supporting customers either directly or indirectly.
• Excellent communication skills, both verbal and written.
• Experience with Salesforce and document handling tools preferred.

Responsibilities

• Respond to inquiries via mail, phone, chat, text, and email within SLAs.
• Support policy administration tasks and post-issue processes.
• Collaborate with underwriting, claims, and finance teams to meet objectives.
• Maintain SOPs and contribute to process improvements.
• Facilitate communication between customers, agents, and internal teams.
• Assist with audits and keep records up-to-date.

Skills

Customer support

Communication

Time management

Adaptability

Cross-functional collaboration

Feedback communication

Problem solving

Salesforce experience

Dropbox/HelloSign experience

Insurance knowledge

Tools

Salesforce

Dropbox/HelloSign

Job description

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 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!