Team Lead, Customer Experience

Bestow is a leading insurance technology platform serving some of the world's largest and most innovative life insurers. We are on a mission to increase financial stability for everyone. Bestow is a team of mission-driven, results-oriented individuals. We offer all employees a remote (contiguous 48 only)/hybrid workplace, meaningful benefits, substantial growth opportunities, and equity.

Bestow participates in the E-Verify Program.

The Team Lead, Customer Experience is an advanced-level position responsible for leading and mentoring a team of Customer Care Advisors (CCAs). This role provides expert guidance on complex customer and agent inquiries and drives team success through coaching and process improvement. The ideal candidate will be a customer-obsessed, empathetic team player with a passion for cultivating talent and empowering their team to deliver a world-class customer experience.

This role reports directly to the Customer Experience Manager and is open to hybrid in our Dallas office or Remote (US). #LIREMOTE

• Provide expert advice and guidance to Customer Care Advisors on customer inquiries across all channels.

• Resolve complex customer and agent issues, including managing escalations.

• Lead, mentor, and coach a team of Customer Care Advisors, fostering a positive team culture.

• Facilitate team meetings and communications.

• Identify and implement process improvements to enhance efficiency and the overall customer experience.

• Lead and contribute to department projects and initiatives.

• Conduct quality assurance reviews, provide feedback, and generate reports.

• Build and maintain relationships with vendors and enterprise partners.

• Represent the team in meetings and act as a delegate for the CX Manager.

• Monitor key operational processes, conduct business testing, and participate in audits.

• Analyze team performance, identify trends, and provide feedback.

• Support team performance management through regular reviews and feedback.

• 6+ years of experience in a customer service role.

• Strong understanding of life insurance customer issues, operational processes, and relevant regulations.

• Proficient with Customer Relationship Management (CRM) systems.

• Experience in a highly-regulated industry is preferred.

• A valid life insurance license is required.

• Leadership: Ability to guide a team by leading department initiatives, making decisions, and managing performance.

• Customer-Centric: A strong focus on customer needs, with a deep understanding of our products and services.

• Communication: Excellent written and verbal communication skills, including the ability to provide clear and effective coaching and feedback.

• Problem-Solving: Ability to perform research and analysis on complex items and develop solutions.

• Adaptability: Comfortable working in a fast-paced environment with ambiguity and changing priorities.

• Collaboration: Strong teamwork and interpersonal skills, with the ability to collaborate effectively with cross-functional teams and external partners.

At Bestow, we’re proud to be awarded for our team members, innovative products, and culture. Our standard benefits 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

We're proud to be recognized as a top employer, consistently earning accolades for our exceptional workplace culture and commitment to our employees.

• We've been recognized year after year by Great Place to Work, Built In Best Places to Work, and Fortune's Best Workplaces in Texas (2022-2025).

• We've been named one of Fortune’s Best Workplaces in Financial Services and Insurance (2022-2024), a CNBC and Statista World's Top Insurtech Company (2024), and one of The Financial Technology Report's Top Insurtech Companies (2024-2025).

• We're honored to be recognized as a Best Place for Working Parents for three consecutive years (2023-2025).

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

Compensation Range: $60K - $70K