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Bestow is a vertical technology platform serving major life insurers, unifying legacy value chains and enabling carriers to launch products in weeks instead of years through AI and automation. The company is backed by leading investors including Goldman Sachs, Hedosophia, NEA, Valar, and 8VC.
As an Operations Specialist on the Customer Experience team, you will serve as an advocate for agent partners and customers, handling policy administration and customer service inquiries. You'll process physical and digital mail, manage policy changes, handle loan processing and disbursements, run reports, and monitor key performance metrics. You'll respond to inbound inquiries via multiple channels (USPS mail, phone, website chat, text, email) within established service levels.
Key responsibilities include:
- Supporting operational execution of administrative functions including mail processing, policy changes, loan processing, disbursements, and reporting
- Responding to customer inquiries across multiple channels within agreed service levels
- Collaborating with customer care advisors, underwriters, and engineering teams to identify and address customer pain points
- Maintaining and documenting standard operating procedures to improve team efficiency
- Making recommendations for business and process improvements
- Participating in team meetings and video calls
- Co-leading post-issue administration initiatives and projects
- Ensuring compliance with industry regulations and company policies
- Supporting audits and maintaining accurate records in internal systems
- Facilitating communication between customers, agents, and internal teams
- Following up on policy status, claims, and service requests
- Collaborating with underwriting, claims, and finance teams on cross-functional projects
Requirements:
- 1+ years of experience supporting customers directly or indirectly
- Proven track record of delighting customers and delivering projects on time
- Excellent verbal and written communication skills
- Strong time management and organizational abilities
- Adaptability to rapidly changing work environments
- Ability to communicate effectively with diverse personality types and roles (engineers, designers, customers)
- Previous insurance experience preferred
- Experience with Salesforce, 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
