Dynamic Customer Engagement Specialist – Financial Services – Remote & Onsite Opportunities Across California, Indiana, Maine, and the United States

About brighthush

brighthush is a forward‑thinking financial services organization that empowers individuals and families to secure their financial futures. With a portfolio that spans insurance, retirement planning, and wealth management, we are dedicated to delivering personalized, data‑driven solutions that help our clients navigate life’s most important decisions. Our culture is built on collaboration, integrity, and a relentless focus on customer satisfaction. Whether you’re working from home or in one of our regional offices, you’ll find a supportive environment that values innovation, continuous learning, and work‑life balance.

Why Join brighthush?

At brighthush, we believe that every team member plays a pivotal role in shaping the future of financial wellness. As a Customer Engagement Specialist, you will be the frontline ambassador of our brand, ensuring that every interaction leaves a lasting, positive impression. In return, we offer:

• Competitive salary range of $44,012 – $58,760 per year, commensurate with experience and performance.
• Comprehensive benefits package, including 401(k) matching, generous paid time off, retirement plan options, and parental leave.
• Flexible work arrangements: fully remote with the option to return to one of our offices in California, Indiana, or Maine as needed.
• Ongoing professional development through mentorship, training programs, and access to industry certifications.
• A culture that celebrates diversity, encourages innovation, and rewards high performance.

Key Responsibilities

As a Customer Engagement Specialist, you will be the voice and face of brighthush, ensuring that every client interaction reflects our commitment to excellence. Your day‑to‑day responsibilities will include:

• Managing inbound calls and digital inquiries: Respond promptly to customer questions via phone, email, and chat, providing accurate information and solutions.
• Resolving customer issues: Diagnose and troubleshoot problems, escalating complex cases to the appropriate internal teams while maintaining a high level of customer satisfaction.
• Collaborating with stakeholders: Work closely with product, underwriting, and compliance teams to ensure seamless service delivery and continuous improvement of customer touchpoints.
• Maintaining accurate records: Log all interactions in our CRM system, ensuring data integrity and compliance with regulatory standards.
• Providing product knowledge: Stay up‑to‑date on brighthush’s insurance and retirement products, enabling you to recommend tailored solutions that meet each client’s unique needs.
• Participating in quality assurance initiatives: Review call recordings and customer feedback to identify trends, recommend process enhancements, and contribute to a culture of continuous improvement.
• Adhering to compliance and security protocols: Follow all internal policies and external regulations to protect client data and maintain trust.

Essential Qualifications

• High school diploma or equivalent; college degree or relevant work experience preferred.
• Minimum of 1 year of experience in insurance operations, call center, or financial services environments.
• Proven ability to communicate clearly and empathetically with diverse customer groups.
• Strong proficiency in Microsoft Office (Word, Excel, Outlook) and familiarity with CRM platforms.
• Self‑motivated, detail‑oriented, and capable of managing multiple priorities in a fast‑paced environment.
• Comfortable working remotely with occasional onsite visits to brighthush offices in California, Indiana, or Maine.
• Fluency in English; additional language skills are a plus.

Preferred Qualifications

• Experience with financial products such as life insurance, annuities, or retirement plans.
• Knowledge of regulatory requirements (e.g., FINRA, SEC, state insurance regulations).
• Previous exposure to customer success or account management roles.
• Demonstrated ability to use data analytics tools to drive customer insights and improve service metrics.
• Strong problem‑solving skills and a proactive approach to identifying and resolving customer pain points.

Skills & Competencies

• Communication: Exceptional verbal and written communication skills, with the ability to convey complex information in a clear, concise manner.
• Customer‑centric mindset: Passion for delivering outstanding service and a genuine desire to help clients achieve their financial goals.
• Technical aptitude: Comfortable navigating multiple software applications, troubleshooting issues, and learning new tools quickly.
• Collaboration: Ability to work effectively with cross‑functional teams, building strong relationships and fostering a collaborative environment.
• Adaptability: Thrive in a dynamic setting, adjusting to changing priorities and evolving customer needs.
• Analytical thinking: Use data to identify trends, measure performance, and recommend actionable improvements.

Career Growth & Learning Opportunities

At brighthush, we view every role as a stepping stone to greater responsibility and impact. As a Customer Engagement Specialist, you will have the chance to:

• Advance into senior customer success or account management positions.
• Take on leadership responsibilities, such as team lead or project manager roles.
• Earn industry certifications (e.g., Certified Insurance Counselor, Financial Planning Certification) through our sponsorship program.
• Participate in cross‑departmental initiatives, gaining exposure to product development, marketing, and compliance.
• Attend annual conferences, webinars, and workshops to stay ahead of industry trends.

Work Environment & Company Culture

brighthush fosters a culture of transparency, collaboration, and continuous improvement. Our remote‑first approach is complemented by vibrant regional hubs that encourage face‑to‑face interaction, networking, and team building. Key cultural pillars include:

• Inclusivity: We celebrate diverse perspectives and create an environment where every voice is heard.
• Innovation: Employees are empowered to experiment, propose new ideas, and drive change.
• Well‑being: Flexible schedules, mental health resources, and wellness programs support a healthy work‑life balance.
• Recognition: Regular shout‑outs, performance bonuses, and peer‑to‑peer recognition programs highlight outstanding contributions.

Compensation & Benefits

In addition to a competitive base salary, brighthush offers:

• 401(k) plan with company match to help you build long‑term wealth.
• Generous paid time off (PTO) policy, including vacation, sick leave, and personal days.
• Comprehensive health, dental, and vision insurance plans.
• Parental leave policy that supports new parents with paid time off and flexible return‑to‑work options.
• Employee assistance program (EAP) for mental health and financial counseling.
• Regular team events, virtual happy hours, and community service opportunities.

How to Apply

If you are passionate about delivering exceptional customer experiences and want to grow your career in a dynamic financial services environment, we encourage you to apply today. Join brighthush and help us shape the future of financial wellness for our clients.