Customer Service Representative – brighthush Agent Team Member – Insurance & Financial Services Support Specialist

About brighthush

brighthush is a leading provider of comprehensive insurance and financial solutions that empower individuals and families to protect what matters most and achieve their long‑term goals. With a legacy of trust, innovation, and community focus, brighthush has grown into a national network of dedicated agents and support teams that deliver personalized service across the United States. Our mission is simple: to help our customers navigate life’s uncertainties with confidence and clarity.

As a Customer Service Representative on the brighthush Agent Team, you will be the first point of contact for clients seeking guidance, support, and solutions. You’ll play a pivotal role in ensuring that every interaction reflects our commitment to excellence, empathy, and customer‑first thinking. Whether you’re answering questions, processing claims, or maintaining records, your work will directly impact the satisfaction and loyalty of our clients.

Key Responsibilities

• Client Engagement: Serve as the primary liaison for policyholders, providing clear, accurate, and timely information about coverage, claims, and account changes.
• Claims Processing: Efficiently manage the intake, documentation, and follow‑up of insurance claims, ensuring compliance with state regulations and company policies.
• Record Management: Maintain meticulous, up‑to‑date customer records in our CRM system, ensuring data integrity and accessibility for the entire support team.
• Problem Resolution: Identify and resolve client issues, escalating complex matters to senior agents or specialized departments as needed.
• Cross‑Functional Collaboration: Work closely with underwriting, billing, and marketing teams to provide seamless service and support cross‑sell opportunities.
• Continuous Improvement: Participate in process improvement initiatives, share feedback, and help refine tools and workflows to enhance customer experience.

Essential Qualifications

• Active Colorado insurance license in Property & Casualty (P&C) and Life & Health (L&H) – or the ability to obtain one within 90 days of hire.
• Strong written and verbal communication skills, with the ability to explain complex insurance concepts in simple, client‑friendly language.
• Exceptional attention to detail and a meticulous approach to data entry and record keeping.
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook) and experience using CRM platforms (e.g., Salesforce, HubSpot).
• Demonstrated ability to multitask in a fast‑paced environment while maintaining a high level of accuracy.
• Customer‑first mindset, empathy, and a genuine passion for helping people navigate life’s challenges.
• Basic understanding of insurance terminology, policy structures, and claim processes.
• High school diploma or equivalent; associate’s or bachelor’s degree in Business, Finance, or a related field is a plus.

Preferred Qualifications

• Prior experience in a customer service or claims support role within the insurance or financial services industry.
• Knowledge of state insurance regulations and compliance requirements.
• Experience with data‑analysis tools or reporting dashboards.
• Multilingual abilities (Spanish, French, etc.) to serve a diverse client base.
• Certification in Customer Service Excellence or related professional development credentials.

Skills & Competencies

• Communication: Articulate complex information clearly and professionally, both verbally and in writing.
• Problem‑Solving: Analyze situations, identify root causes, and propose effective solutions quickly.
• Time Management: Prioritize tasks, meet deadlines, and handle multiple inquiries simultaneously.
• Team Collaboration: Work effectively with cross‑functional teams, sharing insights and supporting collective goals.
• Adaptability: Thrive in a dynamic environment, embracing new technologies, processes, and client needs.
• Customer Empathy: Demonstrate genuine care for clients, listening actively and responding with compassion.

Career Growth & Learning Opportunities

At brighthush, we believe that every team member has the potential to grow and excel. As a Customer Service Representative, you will have access to a wealth of learning resources, including:

• Structured onboarding program with mentorship from seasoned agents.
• Regular training sessions on product knowledge, regulatory updates, and customer‑service best practices.
• Opportunities to cross‑train in underwriting, sales, or claims management.
• Clear career pathways to roles such as Senior Claims Specialist, Team Lead, or Agent Support Manager.
• Annual performance reviews with personalized development plans and goal setting.

Work Environment & Company Culture

brighthush fosters a culture of collaboration, integrity, and continuous improvement. Whether you work remotely across the United States or from our Denver office, you’ll experience:

• Flexible work arrangements that support work‑life balance.
• A supportive, inclusive team that values diverse perspectives.
• Regular virtual town halls, team‑building events, and community outreach initiatives.
• Access to cutting‑edge technology that streamlines workflows and enhances client interactions.
• A commitment to ethical practices, transparency, and accountability in every aspect of our business.

Compensation & Benefits

We offer a competitive salary range of USD 42,000 – 67,000 per year, commensurate with experience and licensing status. In addition to base pay, you will receive:

• Performance‑based bonuses and incentive programs.
• 401(k) plan with company matching to help you build long‑term financial security.
• Comprehensive health, dental, and vision insurance plans.
• Paid time off (vacation, sick leave, and personal days) plus holiday pay.
• Professional development stipend for courses, certifications, and conferences.
• Employee assistance program and wellness resources.
• Discounts on insurance products for you and your family.

How to Apply

Ready to join a team that values your expertise, supports your growth, and makes a real difference in people’s lives? Click the link below to submit your application and take the first step toward an exciting career with brighthush.

We look forward to discovering how your skills and passion can contribute to the continued success of brighthush and the satisfaction of our valued clients.