Seasoned Remote Customer Success & Sales Specialist – Champion of Client Engagement, Custom Benefit Plan Design, and Strategic Growth for Families & Small Businesses at brighthush

Welcome to brighthush – Where Benefits Meet Innovation

At brighthush, we’re not just a benefits consultancy; we’re a movement that reimagines how families and small businesses protect what matters most. By marrying cutting‑edge technology with a deeply human consulting ethos, we create benefit plans that are cost‑effective, precisely tailored, and effortlessly understandable. Our mission is simple yet powerful: simplify benefit selection, elevate financial well‑being, and empower our clients to thrive.

We partner with top‑tier carriers to deliver transparent, customized solutions that put the client’s needs first. Our culture is built on integrity, innovation, and an unwavering focus on customer success. Whether you’re a seasoned professional or just starting your career, brighthush offers a dynamic, inclusive environment where your ideas shape the future of benefits consulting.

Industry Landscape & Our Impact

The benefits industry is evolving at a rapid pace. Regulatory changes, shifting workforce expectations, and the rise of digital platforms are reshaping how employers and families approach health, dental, vision, and supplemental coverage. In this environment, clients need a partner who can navigate complexity, anticipate trends, and deliver solutions that drive real value.

brighthush stands at the forefront of this transformation. By combining data‑driven insights with a consultative mindset, we help clients reduce costs, improve coverage quality, and enhance employee satisfaction. Our impact is measured not just in dollars saved, but in the peace of mind we provide to families and the confidence we instill in small business owners.

Role Overview

Exceptional customer service and high‑impact sales are inseparable at brighthush. As a Remote Customer Success & Sales Specialist, you will be the frontline advocate for our clients, guiding them through complex benefit landscapes while building lasting relationships. If you thrive in a fast‑paced, remote setting, enjoy crafting personalized solutions, and are eager to grow your career, this role is crafted for you.

Key Responsibilities

• Client Engagement & Relationship Building: Initiate and nurture regular contact with prospective and existing clients via phone, email, and virtual meetings. Listen actively to understand their benefit needs and provide tailored, data‑driven recommendations.
• Benefit Plan Customization: Collaborate closely with underwriting partners to design supplemental benefit packages that align with each client’s budget, coverage goals, and risk tolerance.
• Benefit Review & Optimization: Conduct periodic reviews of client plans, identify coverage gaps or opportunities for improvement, and recommend adjustments that maximize value and satisfaction.
• Sales Pipeline Management: Utilize our CRM to track leads, opportunities, and closed deals. Ensure accurate forecasting, timely follow‑ups, and a smooth handoff to account management when appropriate.
• Meeting Scheduling & Coordination: Organize and manage virtual meetings with clients and internal stakeholders, ensuring all parties are prepared and agendas are clear.
• Cross‑Functional Collaboration: Partner with marketing, product, and compliance teams to stay current on plan offerings, regulatory changes, and industry trends.
• Data Entry & Reporting: Maintain meticulous records of client interactions, sales activities, and performance metrics to support business analytics and continuous improvement.
• Continuous Learning: Participate in ongoing training sessions to deepen product knowledge, refine sales techniques, and stay ahead of industry developments.

Essential Qualifications

• High school diploma or equivalent; bachelor’s degree preferred.
• Excellent verbal and written communication skills in English.
• Strong organizational skills with the ability to manage multiple priorities simultaneously.
• Proficiency with brighthush, brighthush Office Suite, and basic CRM tools.
• Self‑motivated, goal‑oriented, and comfortable working independently in a remote environment.
• Demonstrated ability to build rapport quickly and maintain long‑term client relationships.
• Basic understanding of insurance or benefits concepts is a plus but not required.

Preferred Qualifications

• Prior experience in a customer service or sales role, especially within the finance or insurance sectors.
• Familiarity with benefit plan structures such as health, dental, vision, and supplemental coverage.
• Experience using CRM platforms (e.g., brighthush) and data analytics tools.
• Knowledge of compliance regulations related to employee benefits.
• Multilingual capabilities to serve a diverse client base.

Core Skills & Competencies

• Communication: Clear, concise, and persuasive communication across all channels.
• Problem‑Solving: Ability to analyze client needs and propose effective solutions.
• Adaptability: Comfortable navigating changing priorities and evolving product offerings.
• Team Collaboration: Works seamlessly with cross‑functional teams to achieve shared goals.
• Time Management: Prioritizes tasks to meet deadlines and exceed performance targets.
• Technology Savvy: Quick to learn new software and tools, with a strong digital literacy foundation.

Career Growth & Learning Opportunities

At brighthush, we invest in your professional development so you can reach new heights. Our growth framework includes:

• Structured onboarding program with mentorship from senior sales leaders.
• Regular training workshops covering product knowledge, sales techniques, and industry trends.
• Certification pathways in insurance and benefits consulting.
• Clear career ladder from Sales Representative to Senior Account Manager, Sales Manager, and beyond.
• Annual performance reviews with personalized development plans.

Work Environment & Culture at brighthush

brighthush thrives on a culture of transparency, collaboration, and continuous improvement. Our remote team enjoys:

• Flexible work hours that accommodate different time zones and personal commitments.
• Regular virtual team‑building events, including game nights, wellness challenges, and skill‑sharing sessions.
• A culture that celebrates wins—both big and small—through shout‑outs, recognition programs, and quarterly awards.
• Access to a digital knowledge hub with resources, best practices, and industry insights.
• Open communication channels with leadership, ensuring your voice is heard and your ideas can shape company strategy.

Compensation, Perks & Benefits

• Competitive base salary ranging from USD 65,000 to 70,000 per year, commensurate with experience.
• Performance‑based commission structure that rewards high achievers.
• Health, dental, and vision insurance plans for you and your dependents.
• 401(k) retirement plan with company match.
• Generous paid time off (PTO) policy, including vacation, sick leave, and personal days.
• Professional development stipend to support courses, certifications, and conferences.
• Unlimited remote work flexibility—no commute, no office constraints.
• Monthly wellness stipend to support fitness memberships, mental health apps, or healthy living initiatives.
• Employee referral bonus program for bringing top talent into the brighthush family.

Diversity & Inclusion

brighthush is committed to building a workforce that reflects the diverse communities we serve. We welcome applicants of all backgrounds, identities, and experiences, and we strive to create an inclusive environment where everyone can thrive.

How to Apply

If you’re ready to join a vibrant, mission‑driven team that values your growth and celebrates your successes, we’d love to hear from you. Click the link below to submit your application and take the first step toward an exciting career at brighthush.