[Remote] Team Lead, Customer Experience at Bestow

United States

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$60,000 – $70,000Compensation

Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Insurance Technology, Financial ServicesIndustries

Requirements

Candidates must possess at least 6 years of experience in a customer service role, with a strong understanding of life insurance customer issues, operational processes, and relevant regulations. Proficiency with Customer Relationship Management (CRM) systems is required, and experience in a highly-regulated industry is preferred. A valid life insurance license is mandatory. Strong leadership, customer-centricity, excellent communication, problem-solving, adaptability, and collaboration skills are essential.

Responsibilities

The Team Lead, Customer Experience will provide expert guidance to Customer Care Advisors on inquiries, resolve complex customer and agent issues, and manage escalations. This role involves leading, mentoring, and coaching the team, facilitating meetings, and identifying/implementing process improvements. Responsibilities also include leading department projects, conducting quality assurance reviews, building vendor relationships, representing the team in meetings, monitoring operational processes, and analyzing team performance to support management.

Skills

Customer Service

Team Leadership

Coaching

Process Improvement

Escalation Management

Quality Assurance

Performance Analysis

Communication

Problem-Solving

Mentoring

Bestow

Digital platform for life insurance solutions

About Bestow

Bestow offers a digital platform for purchasing life insurance, focusing on making the process quick and easy for individuals. Their technology streamlines the application process using advanced underwriting methods, allowing customers to receive instant decisions on their coverage. Bestow's software manages the entire insurance lifecycle, which helps reduce costs and enables the rapid launch of new insurance products. Additionally, the company utilizes data solutions to enhance customer data for better marketing strategies and audience targeting. Unlike traditional insurance providers, Bestow emphasizes a user-friendly experience and affordability, with coverage starting at $11 per month. Their goal is to provide accessible life insurance while maintaining high customer satisfaction, as evidenced by their excellent ratings and A+ Better Business Bureau score.

Dallas, TexasHeadquarters

2017Year Founded

$133.8MTotal Funding

SERIES_CCompany Stage

Data & Analytics, FintechIndustries

201-500Employees

Benefits

Competitive salary

Equity

Annual bonus based on company and individual performance

Flexible PTO plan

Medical, dental, & vision insurance

Paid parental leave

Annual lifestyle spending account

Flexible work-from-home policy

Learning & development opportunities

Risks

Departure of key compliance officer may affect regulatory risk management.

Pending Sammons acquisition could alter Bestow's strategic direction.

Recent layoffs and low website traffic indicate potential customer engagement challenges.

Differentiation

Bestow offers a digital platform simplifying life insurance purchase processes.

The company uses advanced underwriting technology for quick insurance application decisions.

Bestow's data-driven approach optimizes marketing and audience segmentation.

Upsides

Growing demand for digital insurance solutions boosts Bestow's market potential.

Partnership with Transamerica enhances Bestow's market reach and credibility.

InsurTech investments provide growth opportunities for Bestow's technology-driven solutions.

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