Remote Virtual Assistant – CRM & Compliance Specialist for Life Insurance & Group Benefits Brokerage at brighthush

About brighthush

At brighthush, we’re redefining the way life insurance and group benefits are delivered in Canada. Our mission is simple: empower individuals and businesses to protect what matters most through innovative, client‑centric solutions. With a culture rooted in integrity, collaboration, and continuous learning, we’ve built a reputation for excellence in a highly regulated industry. As a remote‑first organization, we give our team members the flexibility to thrive from anywhere while staying connected through cutting‑edge technology and a supportive community.

Role Overview

We’re looking for a meticulous, tech‑savvy Virtual Assistant to become the backbone of our client‑service operations. In this role, you’ll manage critical administrative tasks, maintain our CRM ecosystem, and support compliance initiatives that keep our brokerage running smoothly. Your work will directly influence client satisfaction, regulatory adherence, and the overall efficiency of our business processes.

Key Responsibilities

CRM & Workflow Management

• Maintain and update CRM records – Keep client details, policy information, and task tracking accurate and up‑to‑date.
• Track application statuses – Monitor progress and set automated follow‑up reminders to ensure timely completion.
• Generate summaries and reports – Produce data‑driven insights for internal stakeholders and senior leadership.
• Document compliance communications – Record all client interactions and notes in a manner that meets regulatory standards.

Client & Administrative Support

• Schedule meetings and manage email correspondence – Coordinate calendars for agents, clients, and partners.
• Prepare and send client documents – Draft applications, policy documents, and follow‑up communications with precision.
• Assist with onboarding – Send forms, gather identification, and compile necessary documentation for new clients.
• Follow up on outstanding information – Ensure all required data is collected to avoid delays.

Insurance Case Support

• Prepare and submit applications – Work closely with agents to compile life insurance and group benefits applications.
• Communicate with providers – Liaise with insurance carriers regarding missing information or additional requirements.
• Organize client files – Maintain a digital filing system that supports easy retrieval and audit readiness.

Compliance Assistance

• Document collection & storage – Ensure all paperwork is properly completed, signed, and securely stored.
• Track compliance deadlines – Monitor annual reviews, disclosures, and other regulatory obligations.
• Audit support – Prepare documentation for internal and external audits.
• Stay current on regulatory changes – Keep abreast of updates to compliance protocols and implement them as needed.

Optional Tasks (Depending on Skills & Experience)

• Support newsletter drafting, social media scheduling, or email marketing campaigns.
• Conduct basic market research or prepare quote comparisons for clients.
• Assist with special projects and business development initiatives.

Essential Qualifications

• Experience using CRM systems (e.g., Wealthbox, HubSpot, Salesforce, Zoho) – This is required.
• Previous experience in life insurance, group benefits, or a financial services environment – strongly preferred.
• Working knowledge of compliance requirements in regulated industries.
• Excellent written and verbal communication skills.
• Strong attention to detail, organization, and the ability to manage multiple priorities.
• Proficiency with Microsoft Office, Google Workspace, and eSignature tools.

Preferred Qualifications

• Familiarity with Canadian insurance regulations and client confidentiality requirements.
• Experience managing compliance‑related documentation.
• Availability during Canadian business hours or partial overlap.

Skills & Competencies

• Technical Proficiency – Comfortable navigating complex CRM platforms and automating workflows.
• Analytical Thinking – Ability to interpret data, spot trends, and recommend process improvements.
• Communication Excellence – Clear, concise, and professional in all written and verbal interactions.
• Time Management – Prioritize tasks effectively in a fast‑paced environment.
• Adaptability – Thrive in a remote setting while staying aligned with team goals.
• Confidentiality & Integrity – Handle sensitive client information with the utmost discretion.

Career Growth & Learning Opportunities

At brighthush, your growth is our priority. As a Virtual Assistant, you’ll gain exposure to:

• Advanced CRM customization and automation projects.
• Cross‑functional collaboration with underwriting, compliance, and marketing teams.
• Professional development courses in insurance regulations, data analytics, and project management.
• Mentorship from senior leaders who are passionate about nurturing talent.
• Potential pathways to roles such as Compliance Coordinator, Operations Manager, or Client Success Lead.

Work Environment & Company Culture

Our remote‑first culture 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 Asana.
• Regular virtual coffee breaks and informal “watercooler” chats.
• A culture that values work‑life balance, mental health, and continuous learning.

Compensation & Benefits

While specific figures vary based on experience, we offer a competitive salary package that includes:

• Base salary commensurate with industry standards.
• Performance‑based bonuses tied to client satisfaction and compliance metrics.
• Health, dental, and vision coverage.
• Flexible paid time off and a generous holiday schedule.
• Professional development stipend for courses, certifications, and conferences.
• Access to a virtual wellness program, including mindfulness sessions and fitness reimbursements.
• Equity or profit‑sharing options for long‑term contributors.

How to Apply

Ready to bring your organizational prowess and tech savvy to brighthush? Submit your resume and a brief cover letter outlining why you’re the perfect fit for this role. Highlight any CRM experience, compliance exposure, and your passion for delivering exceptional client service.

We look forward to exploring how your skills can help us continue to protect what matters most for our clients.