Note: The job is a remote job and is open to candidates in USA. Bestow is a vertical technology platform modernizing the life insurance industry through AI-powered infrastructure and automation. The Operations Specialist will support customer and agent policy administration needs, respond to inquiries, process policy changes and claims-related requests, maintain accurate records, and contribute to operational and process improvements.
Responsibilities
- 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
Skills
- 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)
- Ability to identify and respond to potential insurance fraud or suspicious activities
- Previous experience working with Salesforce and Dropbox or HelloSign preferred
- Knowledge of life insurance regulations preferred
- Knowledge of death claims handling and protocol preferred
- Previous experience working in insurance a plus
Benefits
- Equity based on role
- Flexible paid time off
- 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
- Access to a state-of-the-art office in Dallas’ Deep Ellum for those who prefer an office setting
- Employee-led diversity, equity, and inclusion initiatives
Company Overview