Bestow

Team Lead, Customer Experience

Bestow

full-time

Posted on:

Location Type: Remote

Location: Remote • Texas • 🇺🇸 United States

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Salary

💰 $60,000 - $70,000 per year

Job Level

Senior

About the role

  • 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.

Requirements

  • 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.
Benefits
  • 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

ATS Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
customer serviceprocess improvementsquality assuranceperformance analysisbusiness testingreport generationescalation managementCRM systemslife insurance regulationsoperational processes
Soft skills
leadershipcustomer-centriccommunicationproblem-solvingadaptabilitycollaborationmentoringcoachingteam cultureinterpersonal skills
Certifications
life insurance license
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