Dynamic Customer Service Associate – Remote – Client Support & CRM Specialist at brighthush

About brighthush

brighthush is a trailblazing leader in the financial services sector, renowned for delivering comprehensive risk management, insurance, employee benefits, retirement, and wealth‑management solutions across North America. With a legacy of innovation and a commitment to client success, brighthush empowers businesses and individuals to navigate complex financial landscapes with confidence. Our culture is built on collaboration, integrity, and a relentless pursuit of excellence, making us a top choice for professionals who want to grow, learn, and make a real impact.

Why Join brighthush?

At brighthush, you’ll be part of a forward‑thinking team that values creativity, diversity, and continuous improvement. We offer a fully remote work environment that supports work‑life balance, a competitive salary, and a comprehensive benefits package designed to keep you and your family thriving. Whether you’re just starting your career or looking to elevate your expertise, brighthush provides the resources, mentorship, and opportunities you need to succeed.

Key Responsibilities

As a Customer Service Associate, you will be the frontline guardian of our client relationships, ensuring that every interaction is handled with professionalism, precision, and a personal touch. Your day‑to‑day duties will include:

• Handling inbound requests: Respond to client inquiries via phone, email, and chat, providing timely and accurate information.
• Monitoring premium due dates: Track and manage payment schedules, sending reminders and coordinating with billing teams to prevent lapses.
• Updating CRM records: Maintain clean, up‑to‑date client data in SmartOffice CRM, ensuring all interactions are logged and actionable.
• Collaborating across departments: Work closely with underwriting, billing, and claims teams to resolve client issues and streamline processes.
• Identifying upsell opportunities: Recognize client needs and recommend relevant products or services that add value.
• Providing feedback: Share insights on client pain points and suggest improvements to enhance the overall customer experience.

Essential Qualifications

We’re looking for candidates who bring a blend of experience, skill, and enthusiasm. The following qualifications are essential:

• High school diploma or equivalent; a bachelor’s degree in business, communications, or a related field is a plus.
• 1–3 years of experience in retail, hospitality, administrative support, or call center environments.
• Strong written and verbal communication skills in English.
• Exceptional attention to detail and a commitment to accuracy.
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook) and CRM software.
• Ability to multitask, prioritize, and manage time effectively in a fast‑paced environment.
• Self‑motivated, proactive, and comfortable working independently in a remote setting.

Preferred Qualifications

While not mandatory, the following qualifications will set you apart:

• Experience with SmartOffice CRM or similar client‑relationship platforms.
• Background in the finance or insurance industry.
• Knowledge of data privacy regulations and best practices.
• Previous remote work experience with a proven track record of reliability.
• Strong problem‑solving skills and a customer‑centric mindset.

Skills & Competencies

Success at brighthush requires a blend of technical and soft skills. You should be able to:

• Navigate complex systems and troubleshoot issues efficiently.
• Communicate clearly and empathetically with clients from diverse backgrounds.
• Analyze data to identify trends and recommend process improvements.
• Adapt quickly to new tools, policies, and industry changes.
• Collaborate effectively with cross‑functional teams.
• Maintain a high level of professionalism and confidentiality.

Career Growth & Learning Opportunities

At brighthush, we believe in investing in our people. As a Customer Service Associate, you’ll have access to:

• Structured onboarding and mentorship programs to accelerate your learning curve.
• Regular training sessions on industry trends, product knowledge, and customer‑service best practices.
• Clear career pathways to roles such as Senior Client Advisor, Account Manager, or Operations Lead.
• Opportunities to participate in cross‑departmental projects and initiatives.
• Access to an internal learning portal with courses on communication, data analytics, and leadership.

Work Environment & Company Culture

brighthush’s culture is defined by:

• Flexibility: Fully remote work with a flexible schedule that respects your personal commitments.
• Collaboration: Regular virtual team huddles, brainstorming sessions, and social events to foster connection.
• Innovation: A culture that encourages experimentation, continuous improvement, and creative problem‑solving.
• Diversity & Inclusion: A commitment to building a workforce that reflects the communities we serve.
• Recognition: Regular shout‑outs, performance bonuses, and career‑development rewards.

Compensation & Benefits

We offer a competitive salary range of USD 62,400 – 70,720 per year, commensurate with experience and performance. In addition, you’ll enjoy:

• 401(k) matching to help you build a secure financial future.
• Generous paid time off (PTO) and a flexible vacation policy.
• Health, dental, and vision insurance plans.
• Comprehensive retirement plan options.
• Generous parental leave for new parents.
• Employee assistance programs and wellness resources.
• Annual professional development stipend.

How to Apply

Ready to take the next step in your career? Join brighthush and help shape the future of financial services. Click the link below to submit your application and become part of a team that values innovation, integrity, and impact.