Senior Customer Success & Sales Specialist – Championing Insurance Client Engagement, Upsell, and Retention in a Remote‑First, Tech‑Enabled Team at brighthush

About brighthush

brighthush is not just a name in the U.S. insurance landscape; it’s a movement that blends a 50‑year legacy of property and casualty expertise with the most advanced digital tools available today. Our mission is simple yet powerful: to safeguard what matters most while creating lasting value for our clients, partners, and employees. From homeowners and renters to commercial and automotive coverage, we deliver personalized, hassle‑free experiences that set new industry standards and keep our customers coming back for life.

Why Insurance Matters in a Digital Age

Insurance is the invisible safety net that empowers people and businesses to pursue their dreams with confidence. In an era of rapid technological change, the industry is evolving from paper‑heavy processes to data‑driven, AI‑enhanced solutions that offer faster claims, smarter risk assessment, and more tailored coverage. At brighthush, we are at the forefront of this transformation, combining deep domain knowledge with cutting‑edge technology to deliver solutions that protect, empower, and delight our customers.

Our digital platform integrates real‑time analytics, automated underwriting, and AI‑powered chatbots, enabling us to respond to customer inquiries in seconds and to predict risk with unprecedented accuracy. This technology stack not only improves operational efficiency but also enhances the customer journey, turning routine interactions into memorable experiences.

Why Join brighthush?

At brighthush, we believe that exceptional customer service is the heartbeat of a thriving business. We’re on the lookout for energetic, client‑centric professionals ready to grow their careers in a fast‑moving, supportive environment. Whether you’re just starting out or looking to broaden your skill set, brighthush offers:

• Remote flexibility – Work from the comfort of your home while staying connected to a vibrant, collaborative team.
• Competitive compensation – Earn a base salary of USD 52,000–66,310 per year, complemented by performance incentives.
• Comprehensive benefits – 401(k) matching, generous paid time off, retirement plans, parental leave, and relocation assistance.
• Career acceleration – Structured learning paths, mentorship programs, and cross‑functional projects that help you build a well‑rounded professional profile.
• Inclusive culture – A workplace that celebrates diversity, fosters open communication, and encourages innovation at every level.
• Health & Wellness – Medical, dental, vision, and a wellness stipend to support your physical and mental well‑being.
• Community impact – Opportunities to volunteer and give back through our corporate social responsibility initiatives.

Role Overview

As a Senior Customer Success & Sales Specialist at brighthush, you will be the frontline ambassador for our brand, ensuring that every interaction reflects our commitment to excellence. You will blend the art of customer service with the science of sales, driving both retention and growth for our diverse portfolio of insurance products. In this role, you will:

• Serve as the primary point of contact for high‑value clients, building lasting relationships that translate into loyalty and advocacy.
• Leverage data insights to identify upsell and cross‑sell opportunities that align with customer needs and company goals.
• Collaborate with underwriting, claims, and marketing teams to resolve complex issues and improve service workflows.
• Mentor junior team members, sharing best practices and fostering a culture of continuous improvement.
• Act as a liaison between customers and internal stakeholders, ensuring that feedback drives product innovation.

Your Impact as a Senior Customer Success & Sales Specialist

In this role, you will:

• Elevate the customer experience by anticipating needs and proactively offering solutions.
• Drive revenue growth through strategic upsell and cross‑sell initiatives.
• Influence product development by translating customer insights into actionable recommendations.
• Champion a culture of excellence, accountability, and continuous learning within the team.

Key Responsibilities

Customer Engagement & Retention

• Respond promptly and professionally to inbound customer inquiries via phone, email, and chat.
• Provide proactive support and guidance to clients, helping them understand coverage options and benefits.
• Conduct regular check‑ins with key accounts to assess satisfaction, uncover pain points, and recommend solutions.
• Track and analyze customer feedback to identify trends and drive service enhancements.
• Maintain a high level of customer satisfaction scores and Net Promoter Score (NPS) targets.

Sales & Growth Initiatives

• Identify upsell and cross‑sell opportunities that align with customer needs and company goals.
• Develop and execute targeted outreach campaigns to nurture prospects and convert them into loyal customers.
• Maintain detailed, up‑to‑date records in our CRM system to ensure seamless handoffs and data integrity.
• Collaborate with marketing to create personalized offers and promotional materials.
• Track sales metrics and provide regular reports to senior leadership.

Process & Collaboration

• Process policy changes, renewals, and cancellations with accuracy and efficiency.
• Collaborate with underwriting, claims, and marketing teams to resolve complex issues and improve service workflows.
• Participate in ongoing training sessions to stay current on product knowledge, compliance regulations, and industry trends.
• Contribute to the continuous improvement of internal processes and customer experience initiatives.
• Lead process improvement projects that reduce cycle time and increase customer satisfaction.

Essential Qualifications

• High school diploma or equivalent; a bachelor’s degree in business, communications, or a related field is a plus.
• Demonstrated experience in customer service or sales, preferably within the insurance or financial services industry.
• Basic math skills for handling policy calculations and premium adjustments.
• Strong verbal and written communication skills in English.
• Ability to obtain a Property and Casualty producer license within 30 days of hire and successfully complete the pre‑licensing course.
• Proficiency with CRM platforms and Microsoft Office Suite.
• Self‑motivated, detail‑oriented, and capable of working independently in a remote setting.
• Experience with data analytics tools or dashboards is highly desirable.

Preferred Qualifications

• Prior experience in a remote customer service role.
• Knowledge of insurance products such as homeowners, renters, auto, and commercial policies.
• Experience with data analytics tools or dashboards.
• Multilingual abilities to serve a diverse customer base.
• Previous exposure to sales metrics and performance dashboards.
• Experience in a high‑volume, fast‑paced environment.

Skills & Competencies

• Customer‑first mindset – Empathy, active listening, and a genuine desire to help.
• Problem‑solving aptitude – Ability to diagnose issues quickly and propose effective solutions.
• Adaptability – Comfortable navigating changing priorities and evolving processes.
• Time management – Efficiently juggle multiple tasks while maintaining high quality.
• Team collaboration – Strong interpersonal skills to work cross‑functionally with colleagues.
• Tech proficiency – Comfortable learning new software and tools on the fly.
• Analytical thinking – Ability to interpret data and translate insights into action.
• Sales acumen – Understanding of sales cycles, objection handling, and closing techniques.

Career Growth & Learning Opportunities

At brighthush, we’re committed to your professional development. As a Senior Customer Success & Sales Specialist, you’ll have access to:

• Structured onboarding programs that cover product knowledge, compliance, and customer engagement best practices.
• Mentorship from seasoned agents and leaders who will guide you through career milestones.
• Regular performance reviews and goal‑setting sessions to help you track progress and identify growth areas.
• Cross‑training opportunities in underwriting, claims, and marketing to broaden your skill set.
• Leadership development tracks for high‑performing employees interested in moving into supervisory or managerial roles.
• Access to industry conferences, webinars, and certification programs to keep you at the forefront of insurance trends.
• Internal knowledge‑sharing sessions and hackathons that encourage innovation and collaboration.

Work Environment & Company Culture

brighthush thrives on a culture of collaboration, transparency, and continuous improvement. Our remote teams are connected through:

• Weekly virtual huddles and monthly town‑hall meetings.
• Digital collaboration tools (Slack, Teams, Zoom) that keep communication fluid.
• Regular virtual social events, such as trivia nights, wellness challenges, and holiday celebrations.
• Open‑door policies that encourage feedback and idea sharing across all levels.
• Commitment to work‑life balance, with flexible scheduling options and generous paid time off.
• Inclusive hiring practices that celebrate diversity and foster belonging.
• Recognition programs that celebrate individual and team achievements.

Compensation & Benefits

We offer a comprehensive package designed to support your financial well‑being and personal growth:

• Base Salary – USD 52,000–66,310 per year, commensurate with experience and performance.
• Performance Incentives – Quarterly bonuses tied to customer satisfaction and sales targets.
• 401(k) Matching – 4% company match to help you build a secure retirement.
• Health & Wellness – Medical, dental, vision coverage, and a wellness stipend.
• Paid Time Off – Generous PTO, sick leave, and paid holidays.
• Parental Leave – Paid maternity and paternity leave to support new families.
• Relocation Assistance – Support for candidates moving to one of our key locations (Phoenix, Hopkins, Madison, Keene, Denver, Boston).
• Professional Development – Reimbursement for certifications, courses, and conferences.
• Employee Assistance Program – Confidential counseling and support services.
• Technology Stipend – Allowance for home office equipment and high‑speed internet.

How to Apply

If you’re ready to bring your passion for customer service and sales to a forward‑thinking insurance company, 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.

Apply to brighthush

Conclusion

At brighthush, you’ll find more than just a job—you’ll discover a community that values your contributions, invests in your growth, and celebrates your successes. If you’re driven, customer‑focused, and eager to build a rewarding career in insurance, we invite you to join our team. Together, we’ll protect what matters most and create a brighter future for our clients and our company.