Senior Bilingual Customer & Benefits Advisor – Remote (Spanish & English) – Champion Inclusive Financial Empowerment for Latino Communities at brighthush

Welcome to brighthush – Where Innovation Meets Inclusion

At brighthush, we’re redefining the financial services landscape by marrying cutting‑edge technology with a people‑first philosophy. Our mission is simple yet powerful: bridge the gap between underserved Latino communities and comprehensive insurance and financial solutions. By leveraging data‑driven insights, mobile‑friendly platforms, and a deep commitment to cultural competence, we empower families to make informed decisions that secure their financial futures.

What sets brighthush apart is our remote‑first culture. Employees work from anywhere, supported by a robust digital ecosystem that keeps collaboration seamless and engagement high. Whether you’re a seasoned advisor or a rising star, you’ll find a community that values diversity, fosters continuous learning, and rewards impact.

Why This Role Matters

As a Customer & Benefits Advisor, you become the frontline champion for our Latino community. Every interaction you have is an opportunity to transform uncertainty into clarity, to translate complex financial products into actionable, life‑changing benefits. Your bilingual fluency and customer‑centric mindset will help families navigate enrollment, understand eligibility, and ultimately achieve financial stability.

In a landscape where many Latino families face barriers to accessing quality insurance and benefits, your role is pivotal. You’ll be the trusted guide who demystifies jargon, builds trust, and ensures that every client feels heard, respected, and empowered.

Key Responsibilities

• Client Engagement & Support: Serve as the primary point of contact for Spanish‑speaking clients, delivering timely, accurate information about benefits, coverage options, and enrollment processes.
• Communication Management: Coordinate all client communications—phone, email, chat, and video—ensuring consistent, professional, and culturally sensitive interactions.
• Documentation & Record‑Keeping: Maintain meticulous records of client interactions, service requests, and policy updates in our CRM system, ensuring data integrity and compliance with regulatory standards.
• Problem Resolution: Identify and resolve client issues swiftly, escalating complex matters to senior advisors or specialized teams when necessary.
• Benefit Guidance: Educate clients on available benefits, eligibility criteria, and enrollment deadlines, helping them make informed decisions that align with their financial goals.
• Process Improvement: Collaborate with cross‑functional teams to refine customer service workflows, enhance user experience, and contribute to continuous improvement initiatives.
• Compliance & Quality Assurance: Adhere to all internal policies, industry regulations, and data privacy standards, participating in regular audits and training sessions.
• Team Collaboration: Work closely with Sales, Marketing, and Product teams to share client insights, identify market trends, and help shape future offerings.
• Performance Tracking: Monitor key metrics such as response time, resolution rate, and client satisfaction scores, using data to drive personal and team improvement.

Essential Qualifications

• Bachelor’s degree or equivalent professional experience.
• Legal authorization to work in the United States.
• Fluency in Spanish (written and spoken) and strong command of English.
• 1–2 years of customer service or sales experience, preferably in a financial or insurance context.
• Proven ability to communicate complex information clearly and empathetically.
• Results‑oriented mindset with a track record of meeting or exceeding service metrics.
• Strong organizational skills and attention to detail.
• Comfortable using digital tools such as CRM platforms, Microsoft Office, and collaboration software.

Preferred Qualifications

• Experience using customer relationship management (CRM) platforms such as Salesforce, HubSpot, or similar.
• Background in insurance, benefits administration, or financial services.
• Knowledge of U.S. federal and state regulations related to health insurance and employee benefits.
• Experience working in a remote or virtual team environment.
• Additional language skills beyond Spanish and English.
• Certifications in customer service, financial planning, or related fields.

Core Skills & Competencies

• Communication Excellence: Ability to articulate complex concepts in simple, relatable terms.
• Customer‑Centric Mindset: Passion for delivering outstanding service and building lasting relationships.
• Problem‑Solving: Analytical thinker who can troubleshoot issues and propose effective solutions.
• Adaptability: Comfortable navigating changing priorities and evolving technology tools.
• Team Collaboration: Strong interpersonal skills to work effectively with cross‑functional teams.
• Time Management: Efficiently juggle multiple client inquiries while maintaining high quality standards.
• Data Integrity: Commitment to accurate record‑keeping and compliance with privacy regulations.
• Empathy & Cultural Competence: Deep understanding of Latino cultural nuances and the ability to build trust.

Career Growth & Learning Opportunities

At brighthush, we believe in nurturing talent and providing clear pathways for advancement. As a Customer & Benefits Advisor, you will have access to:

• Structured onboarding and mentorship programs that accelerate your professional development.
• Regular training sessions on product knowledge, regulatory updates, and customer service best practices.
• Opportunities to transition into specialized roles such as Benefits Analyst, Client Success Manager, or Sales Lead.
• Leadership development workshops and cross‑departmental projects that broaden your skill set.
• Annual performance reviews with transparent metrics and personalized growth plans.
• Access to an internal learning portal featuring courses on finance, technology, and soft skills.
• Participation in industry conferences, webinars, and networking events.

Work Environment & Culture

brighthush thrives on a culture of inclusion, innovation, and empowerment. Our remote model means you can work from anywhere while staying connected through:

• Weekly virtual team huddles and monthly all‑hands meetings.
• Collaborative tools like Slack, Microsoft Teams, and Zoom.
• Access to a digital library of resources, webinars, and industry research.
• A supportive community of colleagues who celebrate diversity and champion each other’s success.
• Regular virtual social events, wellness challenges, and cultural celebrations.
• Flexible work hours that accommodate different time zones and personal commitments.

Compensation, Perks, and Benefits

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

• Base salary commensurate with experience and market standards.
• Performance‑based bonuses tied to individual and team metrics.
• Health, dental, and vision insurance plans with generous coverage options.
• 401(k) retirement plan with company match.
• Generous paid time off, including vacation, sick leave, and holidays.
• Flexible work hours and fully remote work setup.
• Professional development stipend and tuition reimbursement.
• Employee wellness programs, including mental health resources and fitness subsidies.
• Access to a company‑wide wellness app with guided meditations, nutrition plans, and fitness trackers.
• Annual company retreat (virtual or in‑person) to celebrate achievements and foster team bonding.

How to Apply

If you are passionate about empowering Latino communities, thrive in a dynamic remote environment, and possess the skills outlined above, we encourage you to apply today. Join brighthush and help shape the future of inclusive financial services.