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Bestow
Bestow
51 – 200 Employees
ConsultingFintechHealthcare
Bestow is a fintech company building SaaS technology for life and annuity insurance carriers. Its platform supports digital applications, configurable underwriting, customer portals, quoting, and policy administration, helping insurance teams manage operations and bring new products to market more efficiently. Bestow’s work sits at the intersection of insurance, software, and customer experience, with opportunities suited to people interested in modernizing a complex financial-services industry.
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Operations Specialist — Texas Remote at Bestow

Support customer service and policy administration for Bestow’s life insurance technology platform. The role covers claims, compliance, reporting, and cross-functional customer experience initiatives.

USUnited StatesTXTexas
$24 – $30 / hour
RemoteFull-timeJuniorNo degree requiredEnglish RequiredOperations

Description

  • Support agent partners by handling physical and digital mail, policy changes, loans, disbursements, recurring reports, key-control monitoring, and related administrative work
  • Answer customer questions by USPS mail, phone, web chat, text, and email within defined service levels
  • Work with customer care advisors, underwriters, engineering support, claims, and finance teams
  • Provide product and process feedback based on customer issues
  • Create, maintain, and document standard operating procedures
  • Suggest improvements to business processes and performance
  • Attend team and one-to-one meetings by video or in person
  • Co-lead post-issue administration projects and initiatives
  • Apply applicable industry regulations and company policies
  • Provide requested records and documentation for audits
  • Keep internal system records accurate and up to date
  • Coordinate communication among customers, agents, and internal teams
  • Track policy status, claims, first notice of loss (FNOL), and service requests
  • Contribute to cross-functional projects and initiatives

Requirements

  • At least one year of experience supporting customers directly or indirectly
  • Demonstrated success delivering positive customer experiences and completing projects on schedule
  • Strong verbal and written communication skills
  • Effective time management abilities
  • Adaptability in a rapidly changing work environment
  • Ability to communicate with engineers, designers, customers, and people with varied personalities
  • Insurance industry experience is a plus
  • Experience with Salesforce and Dropbox or HelloSign is preferred
  • Familiarity with life insurance regulations is preferred
  • Ability to recognize and address potential insurance fraud or suspicious activity
  • Knowledge of death-claim handling and protocols is preferred
  • Residence in the contiguous 48 United States is required
  • Legal authorization to work in the United States; visa sponsorship may depend on individual status

Benefits

  • Role-based salary and equity package
  • Flexible paid time off
  • Parental leave programs
  • Option for fully employer-paid medical, dental, and vision premiums
  • Lifestyle stipend for physical, emotional, and financial wellbeing
  • Flexible work-from-home policy with remote work options
  • Access to a modern Dallas office for employees who prefer working onsite
  • Employee-led diversity, equity, and inclusion programs
  • Significant opportunities for professional growth

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