Seasoned Remote Customer Service Specialist – Expert in Annuity & Pension Products – Hybrid Work Flexibility – Join brighthush

About brighthush

brighthush is a pioneering force in the financial services sector, redefining how individuals and families secure their futures. Rooted in a legacy of trust, innovation, and an unwavering focus on client outcomes, we empower people to navigate the intricacies of retirement planning, annuities, and pension products with confidence and clarity. Our mission is simple yet profound: to make financial security accessible, understandable, and attainable for everyone.

At brighthush, we believe that every client deserves personalized, empathetic support, and every team member deserves an environment that nurtures growth, collaboration, and purpose. Whether you’re a seasoned professional or just starting your career, brighthush offers a dynamic, inclusive workplace where your voice matters and your professional development is a top priority.

Why Join brighthush?

• Impactful Work: Serve as the first point of contact for clients seeking guidance on annuities and pension plans, helping them make informed decisions that shape their financial futures.
• Hybrid Flexibility: Work from the comfort of your home office while staying connected to our Tampa, FL hub for essential collaboration and training.
• Professional Development: Comprehensive training, mentorship, and clear career pathways designed to elevate your expertise in financial services.
• Inclusive Culture: A supportive, diverse workplace that values integrity, transparency, and teamwork.
• Competitive Compensation: Earn $20/hr plus performance bonuses, benefits, and a suite of perks that support your well‑being.

Role Overview

As a Remote Customer Service Specialist at brighthush, you will act as the trusted advisor for clients navigating defined benefit annuities and pension plans. Your role blends deep financial knowledge with exceptional communication skills, ensuring that every interaction is clear, accurate, and customer‑centric. You will be the bridge between our clients and the complex world of retirement products, translating jargon into actionable insights.

Key Responsibilities

• Handle inbound calls and inquiries related to group annuity contracts, pension benefits, and related financial products.
• Provide concise, accurate explanations of policy details, payment schedules, and account status updates.
• Process account maintenance requests, including direct deposit setup, address changes, beneficiary updates, and death notifications.
• Guide clients through the claims process, ensuring timely resolution and compliance with regulatory standards.
• Translate complex financial terminology into layman’s terms, fostering client understanding and trust.
• Simultaneously manage multiple systems during live interactions, maintaining data integrity and workflow efficiency.
• Leverage AI‑powered tools to streamline task completion and enhance customer experience.
• Safeguard sensitive financial information with the highest level of confidentiality and professionalism.
• Demonstrate reliability through punctuality, consistent attendance, and adherence to scheduled shifts.
• Collaborate with cross‑functional teams, including claims, compliance, and technical support, to resolve client issues.
• Participate in ongoing training and quality assurance programs to maintain service excellence.

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 (Microsoft Office Suite, Outlook, etc.).
• Strong verbal and written communication skills.
• Proficiency in multitasking and navigating multiple software platforms simultaneously.
• Commitment to confidentiality and ethical handling of sensitive data.
• Reliable attendance and punctuality.

Preferred Qualifications

• Associate’s or Bachelor’s degree in Finance, Business, or a related field.
• Prior experience in annuity or pension product support.
• Familiarity with AI‑enhanced customer service tools.
• Experience with call center metrics and quality assurance processes.
• Knowledge of regulatory requirements for retirement plans.

Skills & Competencies

• Financial Acumen: Understanding of annuities, pensions, and retirement planning.
• Customer‑Centric Mindset: Ability to empathize and build rapport with diverse clients.
• Technical Proficiency: Comfortable with Windows OS, Microsoft Office, and CRM systems.
• Problem‑Solving: Quick, analytical thinking to resolve complex inquiries.
• Adaptability: Thrives in a hybrid environment and embraces new technologies.
• Team Collaboration: Works effectively with cross‑functional teams.
• Time Management: Prioritizes tasks and meets deadlines consistently.
• Attention to Detail: Maintains accuracy in data entry and documentation.

Training & Development

Our training program is designed to equip you with the knowledge and skills needed to excel:

• Five‑week instructor‑led program covering product knowledge, compliance, and customer service best practices.
• Two‑week nesting period for hands‑on experience under mentorship.
• Ongoing quality certification and assessment to ensure high service standards.
• Access to e‑learning modules, webinars, and industry conferences.
• Regular performance reviews and coaching sessions.

Career Growth Opportunities

At brighthush, your career path is as dynamic as the financial landscape:

• Progression to Senior Customer Service Specialist or Team Lead roles.
• Transition into product management, compliance, or claims analysis.
• Leadership development programs for high‑potential employees.
• Cross‑departmental projects to broaden skill sets.
• International assignments for those interested in global financial markets.

Work Environment & Culture

Our hybrid model blends the flexibility of remote work with the camaraderie of in‑office collaboration. At brighthush, we value:

• Inclusivity: A diverse workforce where every voice is heard.
• Transparency: Open communication channels across all levels.
• Well‑Being: Programs that support mental, physical, and financial health.
• Innovation: Encouragement to experiment with new tools and processes.
• Community: Volunteer initiatives and social events that strengthen bonds.

Compensation & Benefits

While the base pay is $20/hr, brighthush offers a comprehensive benefits package designed to support you and your family:

• Competitive salary with performance‑based bonuses.
• Health, dental, and vision insurance plans.
• 401(k) retirement plan with company match.
• Paid time off, holidays, and sick leave.
• Flexible shift assignments to accommodate personal commitments.
• Home office stipend for high‑speed internet and ergonomic equipment.
• Employee assistance program and wellness resources.
• Professional development budget for certifications and courses.

How to Apply

Ready to make a difference in people’s financial journeys? Click the link below to submit your application and join the brighthush family:

Apply to this job

We look forward to exploring how your expertise and passion can help us continue to deliver exceptional service to our clients. Apply today and start your journey with brighthush!