
51 - 200 employees
Founded 2017
💼 Consulting
🏥 Healthcare
💳 Fintech
Consulting • Healthcare • Fintech
Bestow is a leading life insurance SaaS platform provider that offers innovative technology solutions for life and annuity insurance carriers. By providing tools such as digital applications, customizable underwriting engines, and comprehensive customer portals, Bestow helps streamline the entire insurance process from quoting to policy administration. The company focuses on enhancing the speed and efficiency of insurance operations, enabling carriers to launch new products swiftly and optimize their customer service capabilities.
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51 - 200 employees
Founded 2017
💼 Consulting
🏥 Healthcare
💳 Fintech
Consulting • Healthcare • Fintech
Bestow is a leading life insurance SaaS platform provider that offers innovative technology solutions for life and annuity insurance carriers. By providing tools such as digital applications, customizable underwriting engines, and comprehensive customer portals, Bestow helps streamline the entire insurance process from quoting to policy administration. The company focuses on enhancing the speed and efficiency of insurance operations, enabling carriers to launch new products swiftly and optimize their customer service capabilities.
• Own operational reporting, dashboards, trending analyses, and performance reviews • Analyze efficiency, capacity, quality, and customer outcomes to identify root causes and make recommendations • Partner with workforce planning on forecasting, staffing, and productivity analysis • Administer operational and telephony systems, including routing, skilling, queue design, IVR, self-service flows, and user configuration • Scope, configure, test, document, and deploy system changes; validate their impact • Partner with Engineering and Product to define buildable requirements and represent operational needs • Own improvement initiatives from problem definition through rollout and measurement • Track cross-functional and vendor commitments to closure, surface slippage, and escalate with recommendations • Maintain visibility into product and engineering roadmaps for the operation • Work with partners and vendors to scale tools and operations • Define success criteria and partner with training and quality teams to implement operational changes • Lead cross-functional working groups, mentor teammates and analysts, and influence without formal authority • Identify, build, pilot, and scale AI and automation solutions • Use AI tooling to accelerate analysis, documentation, and execution
• 5-7 years in operations, business operations, service delivery, or a similar execution-focused role • Direct experience in insurance, including life insurance, policy administration, underwriting, or carrier/distribution operations • Adjacent fintech or regulated-industry experience with clear insurance exposure considered • Demonstrated bias toward action and execution • Strong follow-through and ability to track commitments across teams • Ability to bring structure to ambiguity through documentation, owners, dates, and tracking systems • Analytical rigor working from raw data to defensible conclusions • Clear, concise, audience-aware communication • Cross-functional collaboration skills • Experience leading initiatives, working groups, or vendor relationships • Experience mentoring others; formal people management is a plus but not required • Advanced Excel/Google Sheets • Working proficiency in SQL • Hands-on configuration or administration of operational platforms such as CRM, contact center/telephony, ticketing, or workforce management tools • Practical experience applying AI/LLM tools to real work • Familiarity with BI tools such as Tableau, RingCentral native reporting, or Salesforce reporting • Fluency in software development concepts sufficient to partner with Engineering and Product • Must reside in the contiguous 48 states of the United States • Must address U.S. employment eligibility and visa sponsorship requirements
• 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 • Remote and WFH options • State-of-the-art office in Dallas’ Deep Ellum • Employee-led diversity, equity, and inclusion initiatives
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