Experienced Customer & Benefits Advisor – Remote, Bilingual Spanish & English – Join brighthush to Empower Latino Communities in Finance

About brighthush

brighthush is a forward‑thinking financial services firm dedicated to creating inclusive opportunities for Latino professionals and clients across the United States. With a mission to bridge the gap between underserved communities and comprehensive insurance and financial solutions, brighthush combines cutting‑edge technology with a people‑first culture. Our remote, flexible work model empowers employees to thrive from anywhere while delivering exceptional service to our diverse clientele.

Why This Role Matters

As a Customer & Benefits Advisor, you will be the frontline champion for our Latino community, ensuring that every interaction is guided by empathy, clarity, and a deep understanding of our clients’ unique needs. Your bilingual fluency and customer‑centric mindset will help translate complex financial products into actionable, life‑changing benefits for families across the country.

Key Responsibilities

• Client Engagement & Support: Serve as the primary point of contact for Spanish‑speaking clients, providing timely, accurate information about benefits, coverage options, and enrollment processes.
• Communication Management: Coordinate all client communications—phone, email, chat, and video—ensuring consistent, professional, and culturally sensitive interactions.
• Documentation & Record‑Keeping: Maintain meticulous records of client interactions, service requests, and policy updates in our CRM system, ensuring data integrity and compliance with regulatory standards.
• Problem Resolution: Identify and resolve client issues swiftly, escalating complex matters to senior advisors or specialized teams when necessary.
• Benefit Guidance: Educate clients on available benefits, eligibility criteria, and enrollment deadlines, helping them make informed decisions that align with their financial goals.
• Process Improvement: Collaborate with cross‑functional teams to refine customer service workflows, enhance user experience, and contribute to continuous improvement initiatives.
• Compliance & Quality Assurance: Adhere to all internal policies, industry regulations, and data privacy standards, participating in regular audits and training sessions.

Essential Qualifications

• Bachelor’s degree or equivalent professional experience.
• Legal authorization to work in the United States.
• Fluency in Spanish (written and spoken) and strong command of English.
• 1–2 years of customer service or sales experience, preferably in a financial or insurance context.
• Proven ability to communicate complex information clearly and empathetically.
• Results‑oriented mindset with a track record of meeting or exceeding service metrics.
• Strong organizational skills and attention to detail.

Preferred Qualifications

• Experience using customer relationship management (CRM) platforms such as Salesforce, HubSpot, or similar.
• Background in insurance, benefits administration, or financial services.
• Knowledge of U.S. federal and state regulations related to health insurance and employee benefits.
• Experience working in a remote or virtual team environment.
• Additional language skills beyond Spanish and English.

Core Skills & Competencies

• Communication Excellence: Ability to articulate complex concepts in simple, relatable terms.
• Customer‑Centric Mindset: Passion for delivering outstanding service and building lasting relationships.
• Problem‑Solving: Analytical thinker who can troubleshoot issues and propose effective solutions.
• Adaptability: Comfortable navigating changing priorities and evolving technology tools.
• Team Collaboration: Strong interpersonal skills to work effectively with cross‑functional teams.
• Time Management: Efficiently juggle multiple client inquiries while maintaining high quality standards.
• Data Integrity: Commitment to accurate record‑keeping and compliance with privacy regulations.

Career Growth & Learning Opportunities

At brighthush, we believe in nurturing talent and providing clear pathways for advancement. As a Customer & Benefits Advisor, you will have access to:

• Structured onboarding and mentorship programs to accelerate your professional development.
• Regular training sessions on product knowledge, regulatory updates, and customer service best practices.
• Opportunities to transition into specialized roles such as Benefits Analyst, Client Success Manager, or Sales Lead.
• Leadership development workshops and cross‑departmental projects that broaden your skill set.
• Annual performance reviews with transparent metrics and personalized growth plans.

Work Environment & Culture

brighthush thrives on a culture of inclusion, innovation, and empowerment. Our remote model means you can work from anywhere while staying connected through:

• Weekly virtual team huddles and monthly all‑hands meetings.
• Collaborative tools like Slack, Microsoft Teams, and Zoom.
• Access to a digital library of resources, webinars, and industry research.
• A supportive community of colleagues who celebrate diversity and champion each other’s success.

Compensation, Perks, and Benefits

While specific figures may vary, brighthush offers a competitive compensation package that includes:

• Base salary commensurate with experience and market standards.
• Performance‑based bonuses tied to individual and team metrics.
• Health, dental, and vision insurance plans.
• 401(k) retirement plan with company match.
• Generous paid time off, including vacation, sick leave, and holidays.
• Flexible work hours and fully remote work setup.
• Professional development stipend and tuition reimbursement.
• Employee wellness programs, including mental health resources and fitness subsidies.

How to Apply

If you are passionate about empowering Latino communities, thrive in a dynamic remote environment, and possess the skills outlined above, we encourage you to apply today. Join brighthush and help shape the future of inclusive financial services.