• Establish and continuously refine the operating cadence for the CX organization. • Ensure KPIs, workflows, and review cycles align with strategic goals. • Facilitate and lead sales-focused discussions with Account Executives and key internal stakeholders. • Drive organizational alignment across units through planning cycles, performance checkpoints, and structured communication. • Maintain a centralized repository of business processes. • Analyze workflows to identify opportunities for improvement, simplification, and scalability. • Lead enhancements across Salesforce, SharePoint, Slack, and project management systems. • Partner with cross-functional teams to ensure process changes support both operational efficiency and customer outcomes. • Produce clear, concise weekly, monthly, and quarterly business reporting. • Deliver executive-level insights on risks, dependencies, performance, and initiative progress. • Provide context, recommendations, and interpretation behind trends and data signals. • Develop frameworks for current and emerging metrics aligned to business goals. • Transform quantitative data into actionable insights that enable leadership decision-making. • Define, implement, and maintain KPIs in partnership with functional leaders. • Serve as a trusted internal advisor, providing strategic guidance and operational clarity. • Lead planning, execution, and delivery of complex projects across multiple teams.

• Partner with marketing to understand which acquisitions channels have the highest ROI — and research the market to find other, similar channels and test them at Atticus. • Develop the conceptual framework we’ll use to match clients to the best law firm in our network available (for their case, geography, client and firm preferences, etc.) and work with the data science team to turn it into a reality. • Interview 20 partner law firms to prioritize the next set of features we’ll build, then partner with Design and Product to craft a formal roadmap and mock up wireframes for our next product launch.

• Building the Commercial Data & Systems Foundation • Stand up the end-to-end commercial data and systems ecosystem needed to support launch readiness and ongoing execution. • Establish and evolve the commercial technology foundation, including Salesforce CRM, Salesforce Marketing Cloud, MarTech platforms, consent and identity systems, data warehouse and analytics layers, commercial data integrations, and the broader digital ecosystem. • Design solutions that balance immediate launch requirements with long-term scalability and maintainability. • Own Salesforce CRM as the system of record for commercial execution. • Implement Salesforce Marketing Cloud to enable omnichannel engagement. • Ensure tight integration across CRM, marketing, consent, MLR, analytics, and reporting platforms. • Own the commercial data warehouse strategy, including ingestion, transformation, and readiness for analytics and reporting. • Define and implement master data management (MDM) and data stewardship practices across HCP, HCO, account, and affiliation data. • Integrate and manage commercial data aggregators (e.g., claims, prescription, promotional, and engagement data) into a unified data model. • Design and oversee integration across the full commercial systems landscape, ensuring consistent and reliable data flow between CRM, marketing, and messaging platforms, consent and identity systems, data warehouse and BI tools, and other supporting commercial applications. • Create clear system and data flow documentation and governance to support transparency and scalability. • Design and manage access and roster management workflows that support commercial operations. • Ensure role-based access, user onboarding/offboarding, and territory or roster changes are handled cleanly and consistently. • Align access models with governance, compliance, and commercial needs. • Ensure business systems are designed to support dashboards, reporting, and performance tracking from day one. • Partner with analytics stakeholders to enable BI tools (e.g., Tableau, Power BI) using clean, trusted data. • Build systems that allow leaders and field teams to easily access and act on insights. • Establish practical governance frameworks across systems and data, including User access controls, Data stewardship and ownership, Environment and release management. • Ensure systems support data privacy, consent, and regulatory requirements (HIPAA, GDPR) without creating unnecessary friction. • Translate policy requirements into clear, operational system processes. • Lead implementation sprints and prioritize work based on business impact. • Build and maintain a clear roadmap for data and business systems that evolve with the organization. • Establish repeatable processes that scale as the commercial footprint grows.

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 participates in the E-Verify Program . ABOUT THE TEAM Bestow's Insurance Operations team, comprised of the Customer Experience (CX), Customer Experience Operations (CXO), and New Business & Underwriting Ops (NBO) teams, is dedicated to providing outstanding customer experiences through our omnichannel platform. Our New Business Ops team provides case management and underwriting support to agents and customers, assisting them through the entire life insurance application and policy enrollment process. You'll play a critical role in optimizing new business operations, providing effective underwriting support, and ensuring timely and accurate reporting of first notice of loss claims. We're looking for an innovative leader who can inspire our team to deliver exceptional customer service and underwriting support. Experience in insurance case management or underwriting, coupled with a strong understanding of HIPAA compliance, is essential. The Life Insurance New Business & Underwriting Ops Support Manager is responsible for ensuring that the new business and underwriting processes are efficient, accurate, and compliant with all regulations while providing excellent customer service to policyholders. WHAT YOU'LL DO Oversee new business and underwriting operations: Ensure the team effectively manages new business cases, from application processing to issue resolution, ensuring timely and accurate outcomes. Manage the new business operations team: Oversee the hiring, training, development, and the offering of mentorship and guidance to foster a high-performing team. Improve new business processes: Create, develop, maintain, and identify opportunities to improve new business processes and efficiency. Monitor case progress: Track the progress of each case and ensure that all required steps are completed within established timelines. Resolve case issues: Identify and resolve any issues or delays that may arise during the case processing process. Establish Key Performance Indicators (KPIs) and monitor team and individual performance of daily new business and case management processes. Working closely with cross-functional teams and external partners to streamline processes and improve efficiency. Collaborate with partners to guarantee that our performance meets or exceeds contractual requirements. WHO YOU ARE Minimum 5  years experience working at an insurance carrier, agency, or financial institution supporting the underwriting or processing of life insurance applications Minimum of 5 years managing a team of case managers or new business specialists Knowledge of call center operations, including call handling techniques, and experience with quality monitoring, call recording, evaluation, and feedback analysis Minimum 3 years experience working with CRM systems, i.e., Salesforce, AWD, etc., and other customer support tools, including defining workflows within those tools Proficient in defining and managing KPIs and SLAs (e.g., AHT, ASA, etc.) that drive a customer-facing service team and can report and articulate trends and insights to drive improved performance Must be highly analytical and capable of identifying and resolving complex issues through data-driven approaches Proficient in training and coaching, and ensuring quality standards are met and best practices adhered to Must be highly adaptable and capable of working efficiently in a fast-paced environment with evolving priorities Must be results-focused and a strong communicator who can foster positive relationships and drive collaboration across diverse teams and organizations Familiarity with medical terminology and basic underwriting principles TOTAL REWARDS 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 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!