Seasoned Remote Customer Service & Appointment Setting Specialist – Supplemental Benefits & Presentation Expert – San Antonio, Texas – Join brighthush

About brighthush

brighthush is a trailblazer in the supplemental benefits arena, redefining how families across the United States access flexible, comprehensive coverage. Our mission is simple yet powerful: to demystify benefits and empower every member of the workforce with solutions that protect what matters most. By partnering with unions, employers, and community organizations, we deliver tailored plans that adapt to the evolving needs of modern families. Our culture is rooted in integrity, innovation, and an unwavering commitment to customer success. As a remote‑first organization, we fuse cutting‑edge technology with a collaborative, supportive environment that values every team member’s contribution.

Why Join brighthush?

When you become part of brighthush, you’re stepping into a high‑energy, mission‑driven team that thrives on solving real‑world problems for hardworking families. We offer a flexible work schedule that respects your life outside of work, a competitive hourly rate, and a comprehensive benefits package that includes medical, dental, vision, and retirement options. Our performance‑based bonus structure rewards excellence, and we celebrate achievements with exciting incentives—think all‑expense‑paid trips to destinations around the globe. Whether you’re a seasoned professional or just starting your career in customer service, brighthush provides the tools, training, and growth opportunities you need to excel.

About the Role

As a Remote Customer Service & Appointment Setting Specialist, you will be the frontline ambassador for brighthush’s supplemental benefits solutions. Your role blends inbound and outbound communication, data‑driven presentations, and meticulous appointment coordination to ensure that every union member and prospective client receives a personalized, high‑quality experience. You will work closely with senior sales representatives, marketing teams, and product specialists to drive engagement, conversion, and long‑term customer satisfaction.

Key Responsibilities

• Inbound & Outbound Communication: Manage a high volume of inbound calls from union members and prospects, while proactively reaching out to potential clients via outbound calls to introduce our supplemental benefits solutions.
• Appointment Setting: Schedule and confirm appointments for senior sales representatives, ensuring a seamless handoff and optimal conversion rates.
• Product Presentations: Deliver engaging, data‑driven presentations to union members, highlighting the value and flexibility of our benefit plans.
• Customer Relationship Management: Maintain accurate, up‑to‑date records in our CRM system, documenting all interactions, follow‑ups, and outcomes.
• Issue Resolution: Address and resolve customer inquiries and concerns with empathy, professionalism, and a solutions‑oriented mindset.
• Performance Metrics: Meet or exceed daily, weekly, and monthly targets for call volume, appointment setting, and customer satisfaction scores.
• Continuous Improvement: Participate in ongoing training sessions, share best practices, and contribute to process enhancements that elevate the customer experience.
• Cross‑Functional Collaboration: Work with sales, marketing, and operations teams to refine scripts, improve lead qualification, and align on campaign goals.
• Data Analysis: Review call metrics, conversion rates, and customer feedback to identify trends and recommend actionable insights.
• Compliance & Quality Assurance: Adhere to industry regulations, internal policies, and quality standards to protect both the customer and brighthush’s reputation.

Essential Qualifications

• High school diploma or equivalent; associate’s or bachelor’s degree preferred.
• Minimum of 2 years of customer service experience, preferably in a call center or sales support environment.
• Proven track record of meeting or exceeding performance metrics in a remote or hybrid setting.
• Excellent verbal and written communication skills in English; bilingual abilities are a plus.
• Strong organizational skills with the ability to manage multiple tasks simultaneously.
• Proficiency with CRM platforms (e.g., Salesforce, HubSpot) and Microsoft Office Suite.
• Positive, can‑do attitude and a passion for helping others.
• Self‑motivated, disciplined, and comfortable working independently from a home office.
• Experience with remote collaboration tools such as Zoom, Teams, and Slack.

Preferred Qualifications

• Experience in the supplemental benefits or insurance industry.
• Knowledge of union structures and member needs.
• Background in appointment setting or inside sales.
• Familiarity with data‑driven presentation tools (e.g., PowerPoint, Google Slides).
• Demonstrated ability to work independently while staying aligned with team goals.
• Prior experience with performance‑based incentive programs.

Key Skills & Competencies

• Customer‑Centric Mindset: Ability to put the customer first and anticipate their needs.
• Communication Excellence: Clear, concise, and persuasive speaking and writing.
• Problem‑Solving: Quick thinker who can troubleshoot and resolve issues on the spot.
• Adaptability: Comfortable navigating changing priorities and evolving processes.
• Team Collaboration: Works effectively with sales, marketing, and operations teams.
• Data‑Driven Decision Making: Uses metrics to guide actions and improve performance.
• Time Management: Prioritizes tasks to meet tight deadlines without sacrificing quality.
• Tech Savviness: Comfortable learning new software and tools quickly.

Career Growth & Learning Opportunities

At brighthush, we believe in nurturing talent from the ground up. As a Customer Service Representative, you’ll gain exposure to the full sales funnel—from lead generation to closing. Our structured career ladder offers clear pathways to roles such as Senior Customer Success Specialist, Sales Operations Lead, or even Product Management. We invest heavily in professional development through:

• Monthly skill‑building workshops on communication, negotiation, and product knowledge.
• Access to an online learning portal with courses on industry trends, technology, and leadership.
• Mentorship programs pairing you with seasoned leaders who guide your growth.
• Annual performance reviews that identify strengths and areas for advancement.
• Opportunities to lead cross‑functional projects and present findings to senior leadership.
• Support for pursuing relevant certifications such as Certified Customer Experience Professional (CCXP) or Salesforce Administrator.

Work Environment & Company Culture

brighthush thrives on a culture of transparency, collaboration, and continuous improvement. Our remote‑first model means you’ll work from the comfort of your home in San Antonio, yet you’ll remain fully integrated into a vibrant team through daily stand‑ups, weekly town halls, and virtual coffee breaks. We celebrate diversity, encourage innovation, and reward creativity. Whether you’re tackling a challenging call or brainstorming a new process, you’ll feel supported and empowered to make an impact.

Our core values—Integrity, Innovation, Impact, and Inclusion—guide every decision we make. We foster an environment where ideas are welcomed, feedback is constructive, and success is shared. You’ll have access to a robust digital collaboration platform, a dedicated HR partner, and a peer network that spans across the country.

Compensation, Perks & Benefits

Base Salary: Competitive hourly rate commensurate with experience. Performance Bonuses: Earn additional incentives based on call volume, appointment conversion rates, and customer satisfaction scores. Travel Incentives: Top performers receive all‑expense‑paid trips to exciting destinations worldwide. Health & Wellness: Comprehensive medical, dental, and vision plans, plus a wellness stipend. Retirement: 401(k) with company match. Paid Time Off: Generous PTO, sick leave, and holidays. Professional Development: Reimbursement for relevant certifications, conferences, and courses. Technology Stipend: Home office equipment allowance to ensure a productive remote workspace. Employee Recognition: Monthly awards, peer shout‑outs, and a culture of appreciation. Flexible Work Hours: Choose a schedule that fits your life while meeting team needs. Community Impact: Opportunities to volunteer with partner unions and community organizations.

How to Apply

Ready to bring your customer service expertise to a company that values innovation, teamwork, and personal growth? Click the button below to submit your application and join the brighthush family. We’re excited to learn how you can help us empower families across the nation with the best supplemental benefits solutions.