Senior Customer Success & Insurance Sales Specialist – Consultative Support, Policy Retention, and Growth Opportunities at brighthush

About brighthush and the Insurance Landscape

brighthush stands at the forefront of the insurance industry, blending deep product knowledge with a customer‑centric philosophy that places trust, transparency, and long‑term value at the core of every interaction. With a portfolio that spans auto, home, life, pet, renters, umbrella, jewelry, and more, we empower policyholders to protect what matters most while delivering an experience that feels personal, proactive, and empowering.

Our mission is simple: to transform every customer touchpoint into a meaningful partnership. Whether a client is calling to clarify coverage, seeking a new policy, or simply looking for guidance, we aim to turn every conversation into an opportunity to deepen loyalty, drive retention, and unlock growth.

Why Join brighthush?

• Impactful Role – Your work directly influences customer satisfaction, retention rates, and revenue growth.
• Dynamic Environment – Collaborate with regional and national teams, work across multiple product lines, and engage with cutting‑edge technology platforms.
• Career Growth – Structured learning paths, mentorship programs, and clear advancement tracks keep you moving forward.
• Inclusive Culture – Diversity, equity, and inclusion are woven into our DNA; every voice is heard and valued.
• Competitive Compensation – Base salary, performance bonuses, and comprehensive benefits create a rewarding package.

Key Responsibilities

As a Senior Customer Success & Insurance Sales Specialist, you will be the trusted advisor for our policyholders, blending service excellence with sales acumen to achieve both retention and expansion goals.

• Develop deep expertise in brighthush’s product suite, underwriting guidelines, and industry best practices to confidently support customers and identify upsell opportunities.
• Deliver timely, high‑quality service across inbound calls, outbound outreach, and written inquiries, ensuring every interaction reflects brighthush’s commitment to excellence.
• Build trust and rapport through active listening, clear communication, empathy, and a consultative approach that positions you as a go‑to resource.
• Navigate complex policy language, explain coverage details, limits, and options in plain language, and guide customers toward the best solutions.
• Use independent judgment to research, resolve, and follow through on complex customer issues, turning challenges into opportunities for improvement.
• Identify customer needs and recommend tailored products that enhance coverage, satisfaction, and long‑term value.
• Uncover cross‑sell and upsell opportunities, analyze open leads, and convert prospects into quoted and bound business.
• Gather accurate risk information and apply carrier‑specific underwriting guidelines to quote and bind new business efficiently.
• Advise prospects and policyholders on coverage options, limits, and regulations, helping them make informed purchasing decisions.
• Strengthen existing relationships by educating customers on available products, services, and resources that may enhance their coverage.
• Collaborate with regional and national teams to resolve complex issues and support broader sales and service objectives.
• Support sales initiatives by building customer confidence and assisting with relationship development.
• Manage time and priorities effectively to meet service level expectations and business objectives.
• Leverage online tools and reference materials to provide fast, accurate, and confident support.
• Maintain required continuing education and licensing requirements, including Property and Casualty and any applicable state or province licenses.
• Perform additional duties as assigned, demonstrating flexibility and a proactive mindset.

Essential Qualifications

• Active Property and Casualty license (required).
• 3–5 years of customer service or sales experience in the insurance industry.
• Bachelor’s degree or equivalent preferred.
• Strong knowledge of insurance products, plans, and programs in a sales or customer‑facing environment.
• Proven ability to identify opportunities, influence decisions, and recommend solutions that drive retention and growth.
• Excellent communication, interpersonal, and relationship‑building skills.
• Strong attention to detail with the ability to organize and interpret written data from multiple sources.

Preferred Qualifications

• Experience working with a diverse portfolio of carriers and understanding of underwriting nuances.
• Familiarity with CRM platforms (e.g., Salesforce, HubSpot) and call‑center technology.
• Demonstrated success in meeting or exceeding sales targets and service level agreements.
• Experience in a consultative sales environment, guiding clients through complex decision‑making.
• Knowledge of regulatory compliance and state‑specific insurance laws.

Skills & Competencies

• Customer‑Centric Mindset – Always prioritizing the client’s needs and delivering solutions that add value.
• Consultative Selling – Ability to diagnose customer pain points and recommend tailored coverage solutions.
• Communication Excellence – Clear, concise, and persuasive verbal and written communication.
• Problem‑Solving – Analytical thinking to resolve complex issues efficiently.
• Time Management – Balancing multiple priorities while meeting service level targets.
• Adaptability – Thriving in a fast‑paced, evolving environment with new products and processes.
• Team Collaboration – Working cross‑functionally with sales, underwriting, and support teams.

Career Growth & Learning Opportunities

At brighthush, we believe in investing in our people. As a Senior Customer Success & Insurance Sales Specialist, you will:

• Participate in a structured onboarding program that includes paid training, mentorship, and hands‑on experience.
• Access continuous learning resources, including webinars, workshops, and industry certifications.
• Progress into leadership roles such as Team Lead, Regional Manager, or Product Specialist.
• Leverage our internal mobility program to explore roles across sales, underwriting, and operations.
• Earn performance bonuses, commission, and other incentive programs that reward your impact.

Work Environment & Culture at brighthush

Our culture is built on collaboration, innovation, and a shared commitment to excellence. You’ll find:

• Flexible work arrangements, including remote and hybrid options.
• A supportive team that values open communication and continuous feedback.
• Regular team‑building events, wellness initiatives, and community outreach programs.
• A focus on work‑life balance, with generous paid time off and holiday schedules.

Compensation & Benefits

While specific figures vary by location and experience, brighthush offers a competitive compensation package that includes:

• Base salary range: $46,000 – $84,000 per year.
• Performance‑based bonuses and commission opportunities.
• Health, dental, and vision insurance.
• 401(k) plan with company match.
• Paid time off, holidays, and flexible scheduling.
• Professional development budget and tuition reimbursement.
• Employee assistance program and wellness resources.

How to Apply

If you’re ready to bring your passion for customer service and sales to a forward‑thinking organization, we’d love to hear from you. Submit your application through our careers portal, and let’s explore how you can make a difference at brighthush.

Join brighthush Today

At brighthush, every interaction is an opportunity to build trust, grow business, and strengthen customer loyalty. If you’re a proactive, persuasive, and confident professional who thrives on complex conversations and turning challenges into opportunities, we invite you to apply for the Senior Customer Success & Insurance Sales Specialist role. Together, we’ll shape the future of insurance service and create lasting value for our clients.