Remote Customer Service Coordinator – Insurance & Annuities Specialist – Brighthush

About Brighthush

Brighthush is a leading provider of financial security products and member services across the United States. With a rich heritage that dates back to the late 19th century, we have grown from a handful of local councils to a nationwide network of over 1.9 million members and 15,342 community councils. Our mission is simple yet powerful: to empower families and individuals with reliable, innovative insurance, annuity, and membership solutions that safeguard their futures.

In a world where financial uncertainty is ever‑present, Brighthush stands as a beacon of trust, integrity, and community. Our culture is built on collaboration, continuous learning, and a deep commitment to serving our members with the highest level of professionalism and empathy. Whether you’re a seasoned customer service veteran or a recent graduate eager to launch your career, Brighthush offers a dynamic, inclusive environment where your contributions truly matter.

Why Join Brighthush?

• Impactful Work: Every call, email, and interaction you handle directly supports our members’ peace of mind.
• Remote Flexibility: Work from anywhere in the United States with a fully supported home‑office setup.
• Career Growth: Structured learning paths, mentorship programs, and internal mobility to advance into senior service, operations, or product roles.
• Competitive Compensation: Base salary plus performance bonuses, complemented by a comprehensive benefits package.
• Inclusive Culture: A diverse workforce that celebrates differences and fosters belonging.

Key Responsibilities

As the Remote Customer Service Coordinator, you will be the frontline advocate for Brighthush members and agents. Your role blends technical knowledge, customer empathy, and operational excellence to ensure every inquiry is resolved efficiently and accurately.

• Greet callers and email correspondents with a warm, professional tone, verifying identity details such as agent ID, social security number, date of birth, address, and phone number.
• Engage callers by asking probing questions to diagnose the nature of their request—whether it concerns life insurance, annuities, membership transactions, or policy administration.
• Utilize Brighthush’s administrative systems to retrieve policy information, calculate cash values, and explain ownership rights, tax implications, and settlement options.
• Provide clear, concise responses to inquiries about FPA, SPA, Vantage, and SPIA annuities, ensuring compliance with internal guidelines and regulatory requirements.
• Follow established procedures for releasing policyholder data, assessing needs for Home Office assistance, and forwarding special action requests to the appropriate department.
• Analyze email inquiries, determine the appropriate response or escalation path, and act as the liaison between Brighthush’s website and internal teams.
• Stay current with product updates, departmental communications, and industry developments by reviewing internal newsletters, training modules, and policy manuals.
• Collaborate with cross‑functional teams—such as Claims, Underwriting, and Marketing—to resolve complex member issues and improve service workflows.
• Perform additional customer‑service duties as directed by your supervisor, contributing to continuous improvement initiatives.

Essential Qualifications

• High school diploma or equivalent (college degree or current enrollment is a plus).
• Minimum of 1–2 years of experience in a high‑volume call center or customer‑service environment.
• Proven ability to handle sensitive personal information with discretion and adherence to privacy regulations.
• Strong verbal and written communication skills, with a knack for simplifying complex insurance terminology.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and experience navigating CRM or policy‑management systems.
• Comfortable working in a fast‑paced, remote setting with minimal supervision.
• Authorization to work in the United States; no visa sponsorship available.
• Fluency in French Canadian or Spanish is highly desirable.

Preferred Qualifications

• Experience in the insurance or financial services industry, particularly with life insurance or annuity products.
• Knowledge of tax‑sheltered annuity structures (FPA, SPA, Vantage) and settlement options.
• Previous exposure to policyholder data security protocols and compliance standards.
• Demonstrated ability to learn new software quickly and adapt to evolving processes.
• Strong analytical skills, with the ability to interpret policy documents and provide accurate guidance.

Core Competencies & Skills

• Customer‑Centric Mindset: Passion for delivering exceptional service and building lasting relationships.
• Communication Excellence: Active listening, empathy, and clear articulation in both verbal and written formats.
• Problem‑Solving: Ability to assess issues, identify solutions, and execute follow‑through.
• Technical Proficiency: Comfortable with multiple digital tools, data entry, and troubleshooting basic tech issues.
• Time Management: Efficiently juggle multiple inquiries while maintaining accuracy and compliance.
• Team Collaboration: Works seamlessly with internal departments and external partners.
• Adaptability: Thrives in a dynamic environment and embraces change.

Career Path & Development Opportunities

At Brighthush, we believe in nurturing talent from the ground up. As a Customer Service Coordinator, you will have access to:

• Structured onboarding and continuous training modules covering product knowledge, compliance, and soft‑skills development.
• Mentorship programs pairing you with senior service leaders for guidance and career advice.
• Internal job boards and lateral movement options—transition into roles such as Claims Analyst, Product Specialist, or Operations Manager.
• Certification support—reimbursement for industry certifications like Certified Insurance Counselor (CIC) or Certified Customer Service Professional (CCSP).
• Leadership development workshops to prepare you for supervisory or managerial positions.

Work Environment & Culture

Brighthush’s remote work model is designed to promote work‑life balance while fostering a sense of community:

• Fully equipped home‑office stipend to ensure you have the right tools.
• Flexible workweek schedules—choose the hours that best fit your lifestyle.
• Regular virtual team huddles, town‑hall meetings, and social events to keep the team connected.
• Inclusive policies that celebrate diversity, equity, and belonging.
• Access to a digital wellness platform, including mental‑health resources and an Employee Assistance Program.

Compensation & Benefits

While specific salary ranges vary by experience, Brighthush offers a competitive compensation package that includes:

• Base salary with quarterly performance bonuses.
• 401(k) retirement plan with company match.
• Fully funded cash‑balance retirement plan.
• Short‑term and long‑term disability coverage, fully paid by Brighthush.
• Term life insurance and comprehensive health, dental, and vision plans.
• Paid parental leave—up to 12 weeks under STD policy and one week fully paid for all new parents.
• Paid holidays (13 per year) plus vacation and sick leave.
• Health Savings Account (HSA) with employer contributions.
• Health club membership reimbursement.
• Remote work stipend and technology allowance.
• Continuous learning budget for tuition reimbursement and professional development.

How to Apply

If you are ready to join a forward‑thinking organization that values your expertise and offers a platform for growth, we encourage you to apply today. Bring your passion for service, your analytical mindset, and your commitment to excellence to Brighthush, and help us continue to protect the futures of millions of families.