Part‑Time Customer Retention Specialist – PM Shift, Remote, Brighthush

About Brighthush

Brighthush is a forward‑thinking leader in the financial services sector, dedicated to delivering exceptional value to our policyholders while fostering a culture of innovation, integrity, and personal growth. With a portfolio that spans life insurance, annuities, and comprehensive financial planning, we empower individuals to secure their futures and achieve their dreams. Our mission is simple: to protect what matters most and to build lasting relationships with every customer we serve.

Why Join Brighthush?

At Brighthush, we believe that our people are our greatest asset. We invest in continuous learning, provide a flexible work environment, and celebrate every milestone—big or small. As a Part‑Time Customer Retention Specialist on the PM shift, you will play a pivotal role in keeping our policyholders satisfied, ensuring they receive the benefits they deserve, and contributing to the overall success of our organization.

Key Responsibilities

• Answer complex policy questions with clarity and empathy, ensuring customers feel heard and supported.
• Conduct outbound calls to policyholders, proactively addressing concerns and offering tailored solutions.
• Resell and upsell policy benefits, guiding customers toward options that best meet their evolving needs.
• Document all interactions accurately in our CRM system, maintaining a high level of data integrity.
• Collaborate with cross‑functional teams—claims, underwriting, and product—to resolve issues efficiently.
• Track and report on key performance metrics, contributing to continuous improvement initiatives.

Essential Qualifications

• High school diploma or equivalent; additional coursework in business, finance, or communications is a plus.
• Typing speed of at least 30 words per minute with a high degree of accuracy.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook) and comfortable learning new software tools.
• Excellent verbal and written communication skills, with the ability to convey complex information in a clear, concise manner.
• Strong problem‑solving abilities, capable of working independently to resolve policyholder issues.
• Demonstrated ability to maintain composure under pressure and adapt to changing priorities.

Preferred Qualifications

• Prior experience in customer service or a related field, preferably within the financial or insurance industry.
• Experience with CRM platforms (e.g., Salesforce, Zendesk) and call‑center technologies.
• Knowledge of insurance products, policy structures, and regulatory compliance.
• Fluency in additional languages (Spanish, French, Mandarin) is an asset.
• Demonstrated success in meeting or exceeding sales and retention targets.

Core Skills & Competencies

• Customer‑Centric Mindset: Passion for delivering outstanding service and building trust.
• Communication: Clear, persuasive, and empathetic communication across all channels.
• Analytical Thinking: Ability to interpret data, identify trends, and propose actionable solutions.
• Time Management: Efficiently juggle multiple tasks while meeting deadlines.
• Team Collaboration: Works seamlessly with colleagues across departments to achieve shared goals.
• Adaptability: Thrives in a dynamic environment and embraces change.

Career Growth & Learning Opportunities

Brighthush is committed to nurturing talent and providing clear pathways for advancement. As a Customer Retention Specialist, you will have access to:

• Structured onboarding and mentorship programs to accelerate your integration.
• Regular training sessions on product knowledge, compliance updates, and advanced sales techniques.
• Opportunities to transition into senior customer service roles, account management, or product development.
• Cross‑departmental projects that broaden your skill set and visibility within the organization.
• Annual performance reviews that recognize achievements and outline personalized growth plans.

Work Environment & Culture

Brighthush champions a culture of flexibility, respect, and continuous improvement. Key highlights include:

• Fully remote work model with flexible scheduling to accommodate your lifestyle.
• Collaborative virtual team meetings, brainstorming sessions, and social events.
• Inclusive environment that values diverse perspectives and encourages open dialogue.
• Recognition programs that celebrate individual and team successes.
• Commitment to work‑life balance, ensuring you have the time and resources to thrive personally and professionally.

Compensation & Benefits

While specific figures may vary based on experience and location, Brighthush offers a competitive compensation package that includes:

• Competitive hourly rate for part‑time hours, with potential for overtime and performance bonuses.
• Comprehensive benefits package for eligible employees, including health, dental, and vision coverage.
• 401(k) retirement plan with company matching to help secure your future.
• Generous paid time off (PTO) and paid holidays to recharge and spend time with loved ones.
• Tuition reimbursement program to support your educational and professional development.
• Parental leave policies that provide flexibility during life’s most important moments.
• Employee wellness initiatives, including virtual fitness classes and mental health resources.

Job Details

• Category: Customer Service
• Seniority: Entry‑Level (No Prior Experience Required)
• Commitment: Part‑Time (Flexible Hours, PM Shift)
• Workplace: Remote – United States
• Languages: English (Fluency required; additional languages welcome)

Ready to Make an Impact?

If you are a motivated, customer‑focused professional eager to grow within a dynamic, mission‑driven organization, Brighthush invites you to apply for the Part‑Time Customer Retention Specialist role. Join us in shaping the future of financial security for millions of policyholders while advancing your own career in a supportive, innovative environment.

Take the next step—submit your application today and become a vital part of Brighthush’s commitment to excellence and customer satisfaction.