Seasoned Remote Customer Service Representative – Group Annuity & Pension Specialist, Hybrid Work Model, Tampa, FL

About brighthush

brighthush is a forward‑thinking financial services firm that empowers individuals and organizations to secure their financial futures. With a focus on group annuity contracts and pension solutions, we provide clear, compassionate, and expert guidance to our clients. Our mission is to demystify complex financial products and deliver personalized support that builds trust and confidence. At brighthush, we believe that every interaction is an opportunity to make a lasting impact on our customers’ lives.

Why brighthush is the Place to Grow Your Career

At brighthush, we don’t just offer a job – we offer a journey. We’re committed to nurturing talent, fostering innovation, and creating a culture where every voice is heard. Whether you’re a seasoned professional or a recent graduate, you’ll find a supportive environment that values expertise, empathy, and continuous learning. Our hybrid model blends the flexibility of remote work with the camaraderie of our Tampa, FL office, giving you the best of both worlds.

Key Responsibilities

As a Remote Customer Service Representative, you will be the frontline advocate for our clients. Your day‑to‑day tasks will include:

• Customer Support Excellence: Handle inbound calls from clients seeking assistance with group annuity contracts and pension plans. Provide clear, concise explanations of policy details, payment schedules, and account status.
• Account Maintenance: Process requests for direct deposit changes, address updates, beneficiary assignments, and death notifications. Ensure all changes are accurately reflected in our systems.
• Claims Assistance: Guide customers through the claims process, from initial inquiry to final resolution, ensuring a smooth and transparent experience.
• Complex Information Delivery: Translate intricate financial concepts into plain language, enabling clients to make informed decisions.
• Multi‑System Proficiency: Simultaneously navigate multiple software platforms during live interactions, maintaining data integrity and compliance.
• AI‑Powered Efficiency: Leverage AI tools integrated into our workflow to streamline tasks, enhance accuracy, and improve response times.
• Data Security & Confidentiality: Handle sensitive financial information with the utmost professionalism, adhering to all privacy regulations and internal policies.
• Reliability & Attendance: Demonstrate consistent punctuality and adherence to scheduled shifts, both during training and in ongoing operations.
• On‑Site Collaboration: Attend the Tampa office at least one day per month for team meetings, training refreshers, and system troubleshooting.

What You’ll Achieve Every Day

Your impact will be measurable in the satisfaction scores of our clients, the accuracy of account updates, and the speed with which we resolve inquiries. You’ll be part of a team that consistently exceeds service level agreements and earns recognition for outstanding customer experience.

Essential Qualifications

• High school diploma or equivalent.
• Minimum of 2 years of customer service experience, preferably in a call center or financial services environment.
• At least 1 year of experience working with Windows‑based operating systems, including Microsoft Office Suite.
• Strong verbal and written communication skills in English.
• Ability to multitask and manage competing priorities while maintaining a high level of accuracy.
• Proficiency with CRM and call‑center software; experience with AI‑enhanced tools is a plus.
• Commitment to confidentiality and data protection standards.
• Reliable internet connection and a dedicated home office space with an Ethernet‑connected router.

Preferred Qualifications

• Associate’s or Bachelor’s degree in Finance, Business Administration, or a related field.
• Prior experience in the financial services industry, especially with annuities or pension products.
• Knowledge of regulatory compliance and industry best practices.
• Experience working in a hybrid or remote work environment.

Skills & Competencies

• Customer‑Centric Mindset: Passion for helping clients achieve their financial goals.
• Analytical Thinking: Ability to interpret policy documents and translate them into actionable advice.
• Problem‑Solving: Quickly identify issues and propose effective solutions.
• Technical Aptitude: Comfortable learning new software and adapting to evolving technology.
• Time Management: Efficiently balance multiple tasks while meeting performance metrics.
• Team Collaboration: Work effectively with cross‑functional teams, including underwriting, claims, and compliance.

Training & Onboarding

Your journey with brighthush begins with a comprehensive five‑week instructor‑led training program conducted at our Tampa, FL office. This program covers product knowledge, customer service protocols, system navigation, and AI tool utilization. Following training, you will participate in a two‑week nesting period where you’ll shadow experienced agents and gradually take on live calls under supervision. Successful completion of the quality certification assessment will transition you to a full‑time remote role. Throughout the training, consistent attendance and punctuality are mandatory. If you encounter system issues at home, you may be required to travel to the Tampa office until the issue is resolved.

Career Growth & Development

At brighthush, we believe in nurturing talent from the ground up. As a Customer Service Representative, you’ll have access to:

• Mentorship programs with senior agents and product specialists.
• Regular performance reviews and personalized development plans.
• Opportunities to advance into senior support roles, team lead positions, or product specialist tracks.
• Cross‑departmental projects that broaden your skill set and industry knowledge.
• Continuous learning resources, including webinars, workshops, and certifications.

Work Environment & Culture

brighthush fosters a culture of inclusivity, transparency, and innovation. Our hybrid model offers the flexibility to work from home while maintaining strong connections with the Tampa office. You’ll enjoy:

• A quiet, distraction‑free home office setup with high‑speed internet and Ethernet connectivity.
• Flexible shift assignments that accommodate your personal commitments.
• Regular virtual team huddles and monthly in‑person gatherings to strengthen collaboration.
• A supportive environment where your ideas are valued and your contributions recognized.

Compensation & Benefits

While the base pay for this role starts at $20 per hour, brighthush offers a comprehensive benefits package designed to support your well‑being and professional growth:

• Competitive hourly wage with performance‑based bonuses.
• Health, dental, and vision insurance options.
• 401(k) retirement plan with company match.
• Paid time off, including vacation, sick leave, and holidays.
• Employee assistance program and mental health resources.
• Professional development stipend and tuition reimbursement.
• Access to cutting‑edge AI tools and technology to streamline your workflow.

Our Commitment to Diversity & Inclusion

brighthush is proud to be an equal‑opportunity employer. We celebrate diverse perspectives and are dedicated to creating an inclusive environment where everyone can thrive. We actively recruit from a wide range of backgrounds and are committed to providing equal access to opportunities and advancement.

How to Apply

If you’re ready to join a forward‑thinking team that values expertise, empathy, and innovation, we’d love to hear from you. Submit your application through the link below and take the first step toward a rewarding career at brighthush.