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Customer Care Advisor - job 1 of 2

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 (contiguous 48 only)/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 experience to our customers. Our Customer Care Advisors (CCAs) and Internal Sales Agents serve as the voice of our customers and address customer inquiries quickly, efficiently, and with empathy. Reporting to the Supervisor, CX the Customer Care Advisor (CCA), CX will directly interface with our ever-growing customer base as we democratize life insurance to families everywhere.

This role reports to Manager, Customer Experience and is in Dallas, TX.

ABOUT THE ROLE

Our ideal candidate is a customer-obsessed, empathetic team player who desires to deliver a world-class customer experience supporting multiple enterprise partners on our omni-channel platform. You have been a leader on a customer-facing service team and are a strong communicator who demonstrates empathy while interacting with customers. You work with urgency and know when to escalate an issue for quick resolution. You are a team player committed to the success of the team, department, and organization.

Above all, you are developing a deep appreciation for service. 

This Customer Care Advisor I’s impact on the team is significant as they deliver top-notch service and support to our customers. They must communicate clearly and effectively and demonstrate empathy and compassion while interacting with customers. Individuals in this role may be the first person policyholders speak to after purchasing a policy; they are essentially the face and voice of the enterprise and must maintain the highest level of professionalism.

WHAT YOU’LL DO

  • Deliver a best-in-class omni-channel (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 swiftly resolving 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 completion.

  • If local to Dallas, TX, report to the office 3 days per week to assist with mail processing. 

  • Active and present in person or on video during team meetings, projects, and initiatives.

WHO YOU ARE

  • General knowledge of life insurance customer issue types and customer-facing operations processes and workflows.

  • Customer relations skills and a passion for working directly with customers.

  • Willingness and desire to 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.

  • Strong time management skills and the ability to seamlessly transition between tasks.

  • Actively listen to customers' concerns and respond with compassion.

  • Treating customers with empathy and respect.

  • Excellent verbal and written communication skills.

  • Ability to communicate clearly and effectively with diverse audiences.

  • 2+ years experience in a customer service team environment required. 

  • Experience working with customer service tools (CRM, phone, etc.). 

  • Valid life insurance license (or the ability to become licensed, if required.)

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 career at Bestow!

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CEO of Bestow
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Average salary estimate

$60000 / YEARLY (est.)
min
max
$50000K
$70000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Customer Care Advisor, Bestow

Join Bestow as a Customer Care Advisor in Dallas, where your customer-centric passion can shine! Bestow is a leading insurance technology platform on a mission to enhance financial stability for everyone. In this role, you will be the voice of our customers, engaging with them through phone, chat, or email to ensure they have an exceptional experience. Your responsibilities will include promptly addressing inquiries, troubleshooting issues, and maintaining an empathetic approach throughout each interaction. We’re looking for someone who thrives in a dynamic environment and is eager to learn about the life insurance industry. With a supportive team and hybrid work options, including remote flexibility, Bestow fosters both personal and professional growth. You will deliver top-notch service, collaborate actively with your colleagues, and contribute to our commitment to democratizing life insurance for families everywhere. Additionally, we value team members who show urgency in resolving issues and possess strong communication skills, as you might be the first point of contact for our policyholders. Take the next step in your career with Bestow to become part of a company that celebrates diversity and values the contributions of each team member. We can't wait to see how you can make an impact!

Frequently Asked Questions (FAQs) for Customer Care Advisor Role at Bestow
What are the responsibilities of a Customer Care Advisor at Bestow?

As a Customer Care Advisor at Bestow, you'll be responsible for delivering a high-quality customer experience across various channels including phone, chat, and email. Your day-to-day tasks will involve promptly addressing customer inquiries, providing solutions for their issues, and ensuring adherence to service level agreements. Moreover, you'll assist in resolving escalated issues by liaising with our internal teams, all while maintaining a high level of professionalism and empathy.

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What qualifications are needed for the Customer Care Advisor position at Bestow?

To be considered for the Customer Care Advisor role at Bestow, candidates should have at least 2 years of experience in a customer service team environment. A valid life insurance license is preferred, although candidates may obtain one after joining. Strong communication skills, along with the ability to actively listen to and empathize with customers, are essential. Experience working with CRM tools and a passion for solving problems independently will also be beneficial.

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How does Bestow support the growth of its Customer Care Advisors?

Bestow is committed to the growth of its Customer Care Advisors, providing substantial opportunities for professional development. New hires can expect ongoing training and support to enhance their skills in customer service and life insurance. Additionally, Bestow's culture encourages collaboration and innovation, allowing team members to adapt their roles as the company evolves, ensuring your career path is continuously enriched.

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What is the work environment like for a Customer Care Advisor at Bestow?

The work environment for a Customer Care Advisor at Bestow is flexible and supportive. Employees can opt for remote work or hybrid arrangements, reporting to the Dallas office a few days a week if they wish. Team dynamics are characterized by active collaboration, open communication, and a shared commitment to providing exceptional customer experiences. Bestow values a healthy work-life balance, offering benefits that reflect this ethos.

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What makes Bestow a great place to work as a Customer Care Advisor?

Bestow takes pride in being recognized as a great workplace, with awards reflecting its supportive culture and commitment to diversity and inclusion. Team members enjoy competitive salaries, comprehensive benefits, and a focus on employee well-being. Bestow’s dedication to creating an accepting and empowering environment makes it an ideal place for individuals who are passionate about customer service and wish to make a difference in the lives of others.

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Common Interview Questions for Customer Care Advisor
Can you describe a time you handled a difficult customer interaction as a Customer Care Advisor?

When responding to this question, recount a specific incident where you were faced with a difficult customer. Explain the steps you took to understand their issues, how you communicated effectively, and the resolution you achieved. Highlight your empathetic approach and any follow-up actions you took to ensure their satisfaction.

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How do you prioritize your tasks when faced with multiple customer inquiries?

In answering this question, discuss your time management skills and techniques you use to prioritize tasks. Emphasize the importance of urgency based on customer needs while explaining how you balance resolving inquiries quickly and thoroughly. You might mention specific tools or systems you utilize to keep track of follow-ups.

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What motivates you in a Customer Care Advisor role?

Reflect on your passion for customer service and how seeing satisfied customers motivates you. Share that you find enthusiasm in problem-solving and helping others navigate their challenges. Mention specific aspects of the Customer Care Advisor role that excite you, such as delivering empathetic support or working within the life insurance industry.

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How would you handle repeated customer issues that have not been resolved yet?

To respond effectively, convey your approach to such situations, focusing on active listening and empathy toward the customer’s frustration. Discuss how you would investigate the underlying cause and potentially escalate the issue to ensure it is resolved. Show your willingness to learn from these scenarios to avoid repetition.

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What do you think is the most important skill for a Customer Care Advisor?

In your response, highlight empathy as a crucial skill for a Customer Care Advisor. Explain how it enhances the customer experience and fosters stronger relationships. You might also mention the importance of communication skills and problem-solving abilities in achieving customer satisfaction.

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How do you adapt to changes in customer needs or company policies?

Discuss your flexibility and openness to change as key attributes. Share examples where you successfully adapted to new policies or customer needs, demonstrating your ability to learn quickly and modify your approach accordingly. Convey a positive attitude toward change as an opportunity for growth.

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What are your strategies for staying calm under pressure while assisting customers?

Illustrate your techniques for managing stress while working in a busy customer service environment. You can mention deep breathing exercises, staying organized, or focusing on the solution rather than the problem at hand. Highlight your commitment to providing unwavering support to customers, even under pressure.

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Describe your experience using customer service tools and CRMs.

Provide specific examples of customer service tools or CRMs you have used in previous roles. Talk about your proficiency in these tools and how they contribute to enhancing customer interactions. You can also discuss your comfort level in learning new systems.

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What would you do if you didn’t know the answer to a customer’s question?

Explain your commitment to ensuring customer satisfaction, detailing how you would handle the situation by firstly being honest with the customer about your uncertainty. Emphasize your approach to either finding the answer quickly or escalating the query to a knowledgeable colleague. Highlight your determination to follow up with the customer promptly.

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Why do you want to work as a Customer Care Advisor at Bestow?

Express your enthusiasm for the company’s mission and why you resonate with their values, such as enhancing financial stability through innovative solutions. Discuss your eagerness to be part of a team that prioritizes customer experience and how your skills align with Bestow's goals. This personal connection can set you apart in your response.

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Our purpose is to make hard things easier. Life insurance is an old industry. Like really old. And the historic names have been doing it one way for a long time. Not us. We’re here to reimagine the entire industry, creating game-changing tech, AI...

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BENEFITS & PERKS
Dental Insurance
Disability Insurance
Flexible Spending Account (FSA)
Health Savings Account (HSA)
Vision Insurance
Performance Bonus
Family Medical Leave
Paid Holidays
FUNDING
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
EMPLOYMENT TYPE
Full-time, hybrid
DATE POSTED
February 26, 2025

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