Operations Specialist

Bestow

. Advocate for agent partners by processing physical and digital mail, policy changes, loans, disbursements, recurring reports, key control performance monitoring, and other administrative functions .

Posted 9/21/2026full-timeRemote • Texas • United StatesJunior💰 $24 - $30 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong customer support capabilities with a focus on effective communication, time management, and compliance with industry regulations. Proficient in maintaining accurate records and facilitating collaboration across teams to enhance service delivery.

Highest-signal resume keywords

Customer Support ExperienceExcellent Verbal And Written Communication SkillsSalesforce ProficiencyKnowledge Of Life Insurance RegulationsTime Management Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Policy Changes ProcessingClaims HandlingDocumentation MaintenancePerformance MonitoringFraud Detection

Soft Skills

AdaptabilityCollaborationProblem-Solving

Tools & Technologies

SalesforceDropboxHelloSign

Industry Keywords

Life InsuranceComplianceCustomer InquiriesStandard Operating ProceduresCross-Functional Projects

About the role

Key responsibilities & impact

Advocate for agent partners by processing physical and digital mail, policy changes, loans, disbursements, recurring reports, key control performance monitoring, and other administrative functions
Respond to customer inquiries through USPS mail, phone, website chat, text, and email within established service levels
Collaborate with customer care advisors, underwriters, engineering support, underwriting, claims, and finance teams
Share feedback on customer issues with products and processes
Maintain and document standard operating procedures
Recommend business and process performance improvements
Participate in team and individual meetings by video or in person
Co-lead post-issue administration initiatives and projects
Ensure compliance with industry regulations and company policies
Support audits by providing requested documentation
Maintain accurate records in internal systems
Facilitate communication between customers, agents, and internal teams
Follow up on policy status, claims, first notice of loss (FNOL), and service requests
Contribute to cross-functional projects and initiatives

Requirements

What you’ll need

1+ years experience supporting customers either directly or indirectly
Proven track record of delighting customers and delivering projects on time
Excellent verbal and written communication skills
Strong time management skills
Highly adaptable to a rapidly changing work environment
Ability to communicate effectively with engineers, designers, customers, and different personality types
Previous insurance experience is a plus
Previous experience with Salesforce and 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
Must reside in the contiguous 48 states of the United States
Must be legally authorized to work in the United States; visa sponsorship may be required depending on status

Benefits

Comp & perks

Competitive salary and equity based on role
Flexible paid time off
Parental leave programs
100% paid-premium option for medical, dental, and vision insurance
Lifestyle stipend supporting physical, emotional, and financial wellbeing
Flexible work-from-home policy and remote work options
Access to a state-of-the-art Dallas office for those who prefer an office setting
Employee-led diversity, equity, and inclusion initiatives
Substantial growth opportunities