Seasoned Remote Customer Service Specialist – Group Annuity & Pension Support Expert – 100% Remote, Competitive Compensation, Career Advancement Opportunities at brighthush

Welcome to brighthush – Where Financial Confidence Begins

At brighthush, we’re more than a financial services provider – we’re a trusted partner in your journey toward a secure and prosperous future. With a legacy of trust, innovation, and customer‑centric service, we empower individuals and organizations to navigate the complexities of defined‑benefit annuities, group pension plans, and retirement strategies. Our mission is simple: deliver clarity, confidence, and confidence‑building support to every customer we serve.

Why Join brighthush?

Our people are the heart of everything we do. Whether you’re a seasoned customer‑service veteran or a recent graduate eager to launch a career in financial services, brighthush offers a collaborative, inclusive environment that values continuous learning, technological advancement, and personal growth. We invest in your success through mentorship, structured career paths, and a culture that celebrates diversity, innovation, and work‑life balance.

Position Overview

We’re looking for a highly motivated Remote Customer Service Specialist to become the first point of contact for customers seeking assistance with group annuity contracts, pension plans, and related financial products. In this role, you’ll provide clear, accurate, and compassionate support, ensuring that every interaction reflects brighthush’s commitment to excellence.

Key Responsibilities

• Answer inbound calls and respond to email inquiries regarding defined‑benefit annuities, group pension contracts, and related financial products.
• Explain policy details, payment schedules, and account status in a clear, concise manner, tailoring explanations to the customer’s level of financial literacy.
• Process account maintenance requests, including direct deposit setup, address changes, beneficiary updates, and death notifications.
• Guide customers through the claims process, coordinating with internal teams to expedite resolution.
• Utilize multiple systems simultaneously during live interactions, ensuring data accuracy and compliance.
• Leverage AI‑powered tools to enhance productivity, streamline workflows, and improve customer experience.
• Handle sensitive financial information with the utmost professionalism, maintaining confidentiality and adhering to regulatory standards.
• Demonstrate reliability through consistent attendance, punctuality, and adherence to scheduled shifts.
• Participate in ongoing training and development sessions to stay current on product updates, compliance changes, and best practices.
• Attend the brighthush Warwick office at least one day per month for team collaboration, training, and system troubleshooting.

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, with the ability to explain complex financial concepts in plain language.
• Proficiency in multitasking across multiple software platforms while maintaining high accuracy.
• Comfortable handling of sensitive financial data and adherence to privacy regulations.
• Reliable high‑speed internet connection and a dedicated home office setup with a wired Ethernet connection.
• Availability to work flexible shifts, including evenings and weekends, to meet customer needs.

Preferred Qualifications

• Associate’s or Bachelor’s degree in Finance, Business, or a related field.
• Prior experience in the financial services industry, especially with annuities or pension products.
• Familiarity with AI‑enhanced customer‑service tools and analytics platforms.
• Experience in claims processing or retirement plan administration.
• Demonstrated ability to work independently in a remote setting while maintaining strong collaboration with team members.

Skills & Competencies

• Customer‑centric mindset with a passion for problem‑solving.
• Excellent multitasking and time‑management abilities.
• Strong analytical skills and attention to detail.
• Adaptability to new technologies and evolving product offerings.
• Team player who thrives in a hybrid work environment.
• Proactive learner who seeks continuous improvement.

Training & Development

Our comprehensive onboarding program ensures you’re set up for success:

• Five‑week instructor‑led training conducted at our Tampa, FL office, covering product knowledge, compliance, and system usage.
• Two‑week nesting period where you’ll shadow experienced agents and practice real‑time scenarios.
• Mandatory attendance throughout the training period; consistent participation is essential for certification.
• Post‑certification, you’ll transition to a fully remote role with the flexibility to work from home.
• Monthly visits to the brighthush Warwick office for team collaboration, system troubleshooting, and ongoing training.

Career Growth & Learning Opportunities

At brighthush, we invest in your professional development:

• Access to a structured career ladder with clear pathways to supervisory, specialist, and management roles.
• Regular skill‑building workshops, webinars, and certifications in financial services and customer‑experience technologies.
• Mentorship programs pairing new hires with seasoned experts.
• Cross‑functional projects that expose you to different aspects of our business.
• Annual performance reviews with personalized development plans and growth incentives.

Work Environment & Culture

brighthush fosters a culture of transparency, respect, and innovation:

• Hybrid work model that balances remote flexibility with in‑office collaboration.
• Inclusive environment that celebrates diversity and encourages open dialogue.
• Employee wellness initiatives, including mental health resources and flexible scheduling.
• Regular team‑building events, both virtual and in‑person, to strengthen camaraderie.
• Commitment to sustainability and community outreach programs.

Compensation & Benefits

While specific figures may vary, brighthush offers a competitive compensation package that includes:

• Base pay of $20 per hour, with potential for performance‑based bonuses.
• Health, dental, and vision insurance options.
• 401(k) retirement plan with company match.
• Paid time off, holidays, and sick leave.
• Professional development stipend and tuition reimbursement.
• Technology stipend for home‑office equipment and high‑speed internet.
• Employee assistance program and wellness resources.

How to Apply

Ready to join a team that values expertise, innovation, and customer impact? Submit your resume and cover letter through our online portal. We look forward to exploring how your skills and passion align with brighthush’s mission to empower financial confidence.