Customer Care Advisor

ABOUT BESTOW

Bestow is a leading insurance technology platform serving some of the world's largest and most innovative life insurers. We are on a mission to increase financial stability for everyone. Bestow is a team of mission-driven, results-oriented individuals. We offer all employees a remote/hybrid workplace, meaningful benefits, substantial growth opportunities, and equity.

Bestow participates in the E-Verify Program.

ABOUT THE TEAM

Bestow’s Customer Experience (CX) team is committed to delivering an exceptional customer experience. Our Customer Care Advisors (CCAs) and Internal Sales Agents serve as our customers' voices and address customer inquiries quickly, efficiently, and with empathy.

This role reports to the Manager of Insurance Operations and is open to Dallas, TX (Hybrid),  or Remote (US) #LI-Remote.

ABOUT THE ROLE

Our ideal candidate is a customer-obsessed, empathetic team player who desires to deliver a world-class customer experience. You have experience contributing your talents to a customer-facing service team. You are a strong communicator who demonstrates empathy while interacting with customers. You work with a sense of urgency and know when to escalate an issue for a quick resolution. You are an excellent team player committed to the success of the team, department, and organization.

Above all, you love serving our customers well and contributing in the following ways: 

• Deliver a best-in-class omnichannel (phone, chat, email) customer experience for Bestow’s valued customers 
• Promptly answer all calls, emails, and chats within our stated service level agreements
• Work towards swift resolution of customer issues that can’t be resolved during the initial call by raising a JIRA ticket or submitting an escalation request
• Diligent follow-up and follow-through of any submitted escalations or JIRA tickets through the completion
• Report to the office three days per week to assist with mail processing 
• Active participation in team meetings, projects, and initiatives

• Moderate to strong knowledge base of life insurance customer issue types and customer-facing operations processes and workflows
• Strong customer relations skills and a passion for working directly with customers 
• Ability to diagnose and solve problems autonomously 
• Enthusiasm and energy to contribute to and thrive in a rapidly growing start-up atmosphere where roles continually adapt as the company evolves
• Ability to work in a fast-paced environment and comfortable with ambiguity and changing priorities
• 2+ years experience in a customer service team environment required 
• Experience working with customer service tools (CRM, phone, etc.) required 
• Insurance, fintech, insurtech, and/or other highly-regulated industry experience strongly 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

Great Place to Work Certified, 2022 + 2023 + 2024

Built In Best Places to Work, 2022 + 2023

Fortune’s Best Workplaces in Texas 2022 + 2023

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

We value diversity at Bestow. The company will recruit, hire, 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.