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

About brighthush

brighthush is a trailblazing fintech company that fuses cutting‑edge technology with a people‑first philosophy to transform the way underserved Latino families access insurance and financial services. Our mission is to bridge the gap between cultural nuance and financial literacy, ensuring that every client receives personalized, culturally competent guidance that empowers them to secure a brighter future. With a fully remote, collaborative ecosystem, we empower our team members to work from anywhere while staying connected through a suite of digital tools and a vibrant community culture.

Why This Role Matters

As a Senior Bilingual Customer & Benefits Advisor, you become the frontline champion for our Latino community. Every interaction you have is an opportunity to turn 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.
• Mentorship & Knowledge Sharing: Mentor junior advisors, share best practices, and contribute to the development of training materials that elevate the entire team’s expertise.

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.
• High level of cultural competence and sensitivity to Latino traditions, values, and communication styles.

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.
• Experience with data analytics or reporting tools to track customer engagement metrics.

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.
• Leadership Potential: Demonstrated ability to guide peers, influence processes, and drive results.

Career Growth & Learning Opportunities

At brighthush, we believe in nurturing talent and providing clear pathways for advancement. As a Senior Bilingual 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.
• Recognition programs that celebrate milestones, innovation, and exceptional customer impact.

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.
• Transparent communication channels that keep everyone informed and engaged.

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.
• Fully remote work setup with a stipend for home office equipment.
• 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.
• Recognition and reward programs that celebrate milestones and exceptional contributions.

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.

Apply To This Job