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

About brighthush

brighthush is more than a financial services firm; it’s a movement that redefines how individuals and organizations secure their financial futures. With a laser focus on group annuity contracts and pension solutions, we empower our clients to navigate complex retirement landscapes with confidence, clarity, and compassion. Our mission is to transform the way employers, unions, and small‑to‑mid‑size businesses approach retirement planning, ensuring that every employee can enjoy peace of mind while meeting fiduciary responsibilities.

Founded on the pillars of integrity, innovation, and client‑centricity, brighthush has rapidly become a trusted partner across the United States. Our portfolio spans a diverse array of annuity products, pension plan administration, and retirement planning services—all designed to help organizations meet their obligations while delivering real value to their workforce.

Beyond the numbers, brighthush is a community of passionate professionals who thrive on solving real‑world problems. Our culture is built on collaboration, continuous learning, and a relentless pursuit of excellence. Whether you’re a seasoned veteran or a recent graduate, brighthush offers a platform where your expertise can shine and your career can flourish.

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. You’ll enjoy the freedom to work from a home office that suits your lifestyle, while still having the option to collaborate in person, attend workshops, and participate in team‑building activities.

We invest heavily in employee development through mentorship programs, cross‑functional projects, and a robust learning portal that offers industry certifications, technical training, and soft‑skill workshops. Our leaders are approachable, and we celebrate achievements at every level—from daily wins to milestone promotions.

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.
• Continuous Improvement: Participate in quality assurance reviews, provide feedback on process enhancements, and stay updated on industry trends and regulatory changes.
• Team Collaboration: Work closely with underwriting, claims, compliance, and product specialists to resolve complex client issues and improve service workflows.

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.

By mastering our product suite and becoming a trusted advisor, you’ll help clients navigate their financial journeys with confidence, thereby strengthening brighthush’s reputation as a leader in the annuity and pension space.

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.
• Basic understanding of financial products, especially annuities and pension plans, is highly desirable.

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.
• Familiarity with data privacy regulations such as GDPR, CCPA, or HIPAA.
• Experience with advanced Excel functions, data analysis, or reporting tools.

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.
• Adaptability: Thrive in a fast‑changing environment and remain calm under pressure.
• Attention to Detail: Ensure accuracy in data entry, documentation, and compliance checks.
• Communication: Articulate complex information in a clear, concise manner.

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.

Our training is designed to be engaging, interactive, and hands‑on. You’ll receive real‑time feedback, participate in role‑playing scenarios, and have access to a dedicated mentor who will guide you through every step of the learning process.

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.
• Annual leadership development programs for high‑potential employees.
• Clear career pathways with transparent promotion criteria.

Our talent pipeline is designed to keep you moving forward. Whether you aspire to become a subject‑matter expert, a team leader, or a product strategist, brighthush provides the tools, resources, and support to help you achieve your goals.

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.
• Access to cutting‑edge technology, including AI‑powered tools that streamline your workflow.
• Employee wellness initiatives, such as virtual fitness classes, mindfulness sessions, and health challenges.

We celebrate diversity and encourage a culture where every voice is heard. Our teams are composed of individuals from varied backgrounds, and we actively promote an inclusive environment where everyone can thrive.

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.
• Flexible work‑from‑home stipend to cover home office expenses.
• Employee referral bonuses for bringing in top talent.

We believe that a well‑rounded benefits package is essential to attracting and retaining top talent. Our goal is to provide you with the resources you need to thrive both personally and professionally.

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.

Our diversity initiatives include:

• Inclusive hiring practices that focus on skills and potential.
• Employee resource groups that support underrepresented communities.
• Regular training on unconscious bias and inclusive leadership.
• Transparent reporting on diversity metrics and progress.

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.