---
title: 'Operations Specialist at Bestow'
canonical: 'https://feeny.ai/job/operations-specialist-bestow-united-states-0d296zsb1c7d'
type: 'job'
last_seen: '2026-09-26'
---

# Operations Specialist at Bestow

- **Company:** Bestow
- **Location:** United States
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-09-21
- **Last confirmed live:** 2026-09-26
- **Apply:** https://jobs.ashbyhq.com/bestow/0ad83375-df95-4f8a-9ccb-00a6b3fb37fd

## Job description

## ABOUT BESTOW

Life insurance is one of the world's most important products. It's also one of the hardest to build, distribute, and modernize. Bestow exists to change that. Bestow is a leading vertical technology platform serving some of the largest and most innovative life insurers. Our platform unifies the fragmented, legacy value chain, enabling carriers to launch products in weeks instead of years. Carriers choose us to scale and operate at unprecedented speed, powered by AI and automation. Bestow isn't selling policies. We're building the infrastructure that helps an entire industry move faster, reach more people, and deliver on its promise. Backed by leading investors (Goldman Sachs, Hedosophia, NEA, Valar, 8VC) and trusted by major carriers, Bestow is powered by a team that moves with precision, purpose, and heart. If you want to help reimagine a centuries-old industry with lasting impact, join us. Bestow offers flexible remote/hybrid work, meaningful benefits, equity, and substantial growth opportunities. Bestow uses E-Verify to confirm the employment eligibility of all newly hired employees. To learn more about E-Verify, including your rights and responsibilities, please visit [E-Verify.gov](http://e-verify.gov).

## ABOUT THE ROLE

Bestow’s Customer Experience (CX) team is committed to delivering an exceptional experience to our customers. Our Operations Specialists serve as advocates for our customers and address their inquiries and service requests quickly, efficiently, and with empathy. Reporting to the Post-Issue Manager, CX, the Operations Specialist will support our ever-growing customer base’s policy administration needs as we democratize life insurance to families everywhere. The ideal Operations Specialist candidate will provide exceptional customer service while handling various policy administration tasks. This role is crucial in facilitating timely and accurate policy changes and requests, especially during critical times like a policyholder's death. Effective communication is essential, particularly when service level expectations can't be met. This role directly impacts the company's reputation, as timely and careful handling of policy administration is vital to maintaining a positive brand image. This role is open to Remote (US) or hybrid in our Dallas, TX headquarters.

## WHAT YOU’LL DO

- Act as an advocate for our agent partners by supporting the operational execution of a wide variety of administrative functions such as processing physical and digital mail, policy changes, loan processing, disbursements, running daily/weekly/monthly reports, key control performance monitoring, and other work as defined by your supervisor
- Respond to inbound customer inquiries via USPS mail, phone, website chat, text, and email within established and agreed upon service levels
- Work closely with customer care advisors, underwriters, and engineering support teams to share feedback on where customers experience issues with our products or processes
- Support the maintenance and documentation of standard operating procedures to increase efficiency of our rapidly scaling team
- Make recommendations for business and process performance improvements
- Participate actively in team and individual meetings on video or in-person
- Co-lead post-issue administration related initiatives and projects
- Ensure compliance with industry regulations and company policies
- Support audits by providing necessary documentation upon request
- Maintain accurate and up-to-date records in internal systems
- Facilitate communication between customers, agents, and internal teams to resolve inquiries
- Ensure timely follow-up on policy status, claims and claims-related functions (i.e. FNOL), and service requests.
- Collaborate with underwriting, claims, and finance teams to achieve business objectives
- Contribute to cross-functional projects and initiatives

## WHO YOU ARE

- 1+ years experience supporting customers either directly or indirectly
- Proven track record of delighting customers and delivering projects on time
- Excellent communication skills, both verbal and written
- Strong time management skills
- Highly adaptable to a rapidly changing work environment
- Ability to communicate effectively with different personality types and roles (e.g., engineers, designers, customers)
- Previous experience working in insurance a plus
- Previous experience working 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

## TOTAL REWARDS

At Bestow, we’re proud to be awarded for our team members, innovative products, and culture. Our standard benefits for full-time employees 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 + 2024 + 2025
- Great Place to Work Certified, 2022 + 2023 + 2024 + 2025
- Built In Best Places to Work, 2022 + 2023 + 2025
- Fortune’s Best Workplaces in Texas 2022 + 2023
- Fortune’s Best Workplaces in Financial Services and Insurance 2022 + 2023 + 2024

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

## About Bestow

## Company Overview
- **One-liner**: Bestow provides a leading SaaS platform for life insurance carriers to modernize their new business, underwriting, and administration workflows.
- **Entity Type**: Private (Series D)
- **Headquarters**: Dallas, Texas, United States
- **Founded**: 2017
- **Founders**: Melbourne O'Banion (CEO) and Jonathan Abelmann (President)

## Core Business
- **Primary Industry**: Insurtech / Life Insurance Software
- **Target Customers**: B2B – Life insurance carriers looking to digitize and streamline their operations (new business, underwriting, administration).
- **Mission/Purpose**: To modernize the life insurance industry by providing cutting-edge technology and data solutions that reduce costs, maximize efficiency, and drive growth for carriers.

## Products & Services
- **Bestow Platform (End-to-End Solution)**: A comprehensive SaaS suite for life carriers covering digital quote, illustration, and application journeys; a sophisticated underwriting engine and workbench; payment, billing, and policy delivery services; and customer/support portal experiences. Supports term life, final expense, IUL, and more.
- **Modular Solutions**: Carriers can implement individual components (e.g., just the underwriting engine or just the administration portal) to modernize specific parts of their business.
- **TPA Services**: Full third-party administration services trusted by top carriers.
- **Recommendation Engine**: An AI-driven tool to drive underwriting efficiency and cost reduction.

## Market Standing
- **Valuation**: Not publicly disclosed.
- **Key Metric (Total Funding)**: $422.5M total funding across 8 rounds, including a $120M Series D in 2021 from Goldman Sachs and Smith Point Capital, and a $50M debt financing round in 2025.
- **Key Metric (Annual Revenue)**: Estimated at $145.9M.
- **Notable Investors/Partners**: Goldman Sachs, Smith Point Capital, Hedosophia, New Enterprise Associates (NEA).
- **Growth Signals**: 31.9% year-over-year headcount growth (207 employees); active international presence in Pakistan and Colombia; recently sold its direct-to-consumer carrier (Bestow Life Insurance Company) to Sammons Financial Group in 2024 to focus entirely on the B2B SaaS platform.

## Competitive Advantages
- **Speed & Efficiency**: Promises to bring new life insurance products to market in months, not years, and to reduce carriers' cost to acquire a customer by as much as 45%.
- **Deep Insurance Expertise**: Combines top tech talent with a leadership team that has deep experience in insurance and financial services.
- **Proven Track Record**: Has a live, white-labeled platform trusted by top carriers, with a track record of rapid implementation (as fast as 4 months).
- **Modularity & Flexibility**: Offers both end-to-end and modular solutions, allowing carriers to modernize at their own pace and focus on their biggest pain points.

## Strategic Focus
- **B2B SaaS Pivot**: Following the sale of its own insurance carrier, Bestow is now purely a technology partner for other carriers.
- **Product Expansion**: Continuing to build out its platform to support more product types (IUL, final expense) and distribution channels (agent portals).
- **Cost & Efficiency Leadership**: Emphasizing its ability to lower carriers' costs and improve underwriting efficiency through automation and data-driven decision-making.
- **International Growth**: Expanding its workforce and likely its client base internationally, with offices in Pakistan and Colombia.

## Why Work Here
- **Remote-First Culture**: Bestow is a "remote-first, results-first" company, allowing employees to work where they work best. There is also an office in Dallas for those who prefer an in-person setting.
- **Comprehensive Benefits**: 100% coverage of healthcare premiums (medical, dental, vision) for employees, dependents, and domestic partners; flexible PTO; equity and bonus opportunities for all employees; pre-tax retirement and FSA programs; scholarships for education and enrichment.
- **Award-Winning Workplace**: Recognized as an award-winning workplace with a strong emphasis on employee well-being and work-life balance.
- **High-Growth Environment**: With 31.9% YoY headcount growth and a recent strategic pivot, the company offers significant opportunities for impact and career growth.
- **Strong Engineering Culture**: Emphasizes modern tech stacks and a test-and-learn approach; actively hiring for engineering roles (Golang, Full Stack).

## Sources
1. [bestow.com](https://www.bestow.com/)
2. [bestow.com/careers](https://www.bestow.com/careers)
3. [bestow.com/about](https://www.bestow.com/about)
4. [linkedin.com/company/bestowtech](https://www.linkedin.com/company/bestowtech)
5. [jobs.ashbyhq.com/bestow](https://jobs.ashbyhq.com/bestow)

## Other roles at Bestow

- [Senior Quality Engineer - Underwriting](https://feeny.ai/job/senior-quality-engineer-underwriting-bestow-united-states-sjmyshs8z64j) — United States
- [Customer Success Manager](https://feeny.ai/job/customer-success-manager-bestow-united-states-48dasjfb98nj) — United States
- [Senior Data Analyst](https://feeny.ai/job/senior-data-analyst-bestow-united-states-gyn2np8y68hp) — United States
- [Revenue Operations Accounting Manager](https://feeny.ai/job/revenue-operations-accounting-manager-bestow-united-states-6hm8tz6pcjrd) — United States
- [Product Designer II, Agent Experience](https://feeny.ai/job/product-designer-ii-agent-experience-bestow-united-states-rn2w0sywzgzf) — United States
- [Senior Data Scientist](https://feeny.ai/job/senior-data-scientist-bestow-remote-zr1ckrcv6ydq)
- [Software Engineer II](https://feeny.ai/job/software-engineer-ii-bestow-united-states-kgt4cyjs1vqy) — United States
- [Senior Backend Engineer II - IPC](https://feeny.ai/job/senior-backend-engineer-ii-ipc-bestow-united-states-rcrv1f7n0v61) — United States
- [Senior Backend Engineer (Go)](https://feeny.ai/job/senior-backend-engineer-go-bestow-united-states-4hm0hrjt6q56) — United States
- [Quality Assurance, Risk Control & Special Investigations Analyst](https://feeny.ai/job/quality-assurance-risk-control-special-investigations-analyst-bestow-united-155mb2jsfse2) — United States