Operations Specialist
New
B
BestowLife Insurance
Remote (US) or hybrid in our Dallas, TX headquartersFull-TimeMiddle
Salary$24 – $30 per hour • Offers Equity
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Job Details
- Experience
- 1+ years
- Required Skills
- SalesforceTime ManagementCustomer support
Requirements
- 1+ years of experience supporting customers directly or indirectly.
- Proven track record of delivering projects on time.
- Excellent verbal and written communication skills.
- Strong time management abilities.
- Adaptability in a rapidly changing work environment.
- Ability to communicate effectively with various stakeholders including technical and non-technical teams.
- Previous experience in the insurance industry (preferred).
- Experience with Salesforce (preferred).
- Experience with Dropbox or HelloSign (preferred).
- Knowledge of life insurance regulations (preferred).
- Ability to identify and respond to potential insurance fraud (preferred).
- Knowledge of death claims handling and protocol (preferred).
Responsibilities
- Process physical and digital mail, policy changes, loan requests, and disbursements.
- Respond to inbound customer inquiries via phone, email, chat, text, and USPS mail.
- Maintain and document standard operating procedures.
- Collaborate with underwriting, claims, and engineering teams to resolve inquiries.
- Monitor and report on key performance indicators.
- Ensure compliance with industry regulations and company policies.
- Support claims-related functions and policy status follow-ups.
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