Senior Customer Success & Sales Specialist – Multi‑Channel Engagement & Policy Administration Leader, Career Growth Champion – Drive Innovation at brighthush

About brighthush

brighthush is more than a financial services provider; it is a movement that redefines how people protect their futures. By blending cutting‑edge technology, data‑driven insights, and an unwavering focus on customer delight, we deliver policy solutions that are both innovative and deeply human. Whether you are a seasoned professional or a recent graduate, brighthush offers a vibrant, inclusive environment where your ideas shape the next generation of customer engagement.

Why brighthush is the Place to Grow Your Career

At brighthush, we believe that the best work happens when talent is nurtured, empowered, and celebrated. Our culture is built on four pillars that make every day meaningful and every achievement a stepping stone:

• Impactful Work: Every call, chat, or email you handle directly influences our clients’ peace of mind and the reputation of a brand that stands for trust.
• Structured Development: From onboarding to advanced training, we invest in your growth through mentorship, certifications, and clear promotion pathways.
• Diverse, Collaborative Team: Work alongside colleagues from all walks of life, fostering creativity and fresh perspectives.
• Work‑Life Balance: Flexible remote options, generous paid time off, and a supportive benefits package keep you energized both inside and outside the office.
• Innovation Hub: Join a team that embraces technology, process improvement, and data‑driven decision making.

Key Responsibilities

As a Customer Success & Sales Specialist, you will be the frontline champion for our clients, partners, and internal stakeholders. Your role blends customer support, sales enablement, and continuous improvement to ensure our service standards exceed expectations. You will:

• Multi‑Channel Customer Interaction: Handle inquiries via phone, email, live chat, social media, and e‑forms, providing accurate information on billing, policy coverage, and policy changes.
• Policy Management: Process policy modifications, renewals, and cancellations while maintaining meticulous records in our CRM system.
• Sales Enablement: Identify upsell and cross‑sell opportunities, collaborate with the sales team, and contribute to revenue growth.
• Exception Handling: Evaluate complex cases, exercise judgment to make exception decisions, and ensure outcomes align with both customer satisfaction and company policy.
• Continuous Improvement: Participate in Kaizen initiatives, propose process enhancements, and implement best practices to streamline workflows.
• Peer Development: Share knowledge, mentor new hires, and contribute to a culture of learning and collaboration.
• Training & Development: Attend scheduled training sessions, pursue certifications, and stay current on industry regulations and product updates.

Essential Qualifications

• High school diploma or equivalent; bachelor’s degree preferred.
• Minimum of 1–2 years of customer service experience in a contact center, retail, insurance, or hospitality environment.
• Strong verbal and written communication skills in English.
• Basic mathematical proficiency (arithmetic, percentages, averages) for billing and policy calculations.
• Proficiency with CRM platforms and Microsoft Office Suite.
• Ability to work independently and collaboratively in a fast‑paced, remote‑first environment.
• Valid driver’s license and reliable transportation (for occasional travel).

Preferred Qualifications

• Experience in the insurance or financial services industry.
• Knowledge of property and casualty insurance products.
• Previous exposure to policy administration systems.
• Demonstrated success in meeting or exceeding key performance indicators (KPIs) such as call resolution time, customer satisfaction scores, and sales targets.
• Strong analytical and problem‑solving abilities.
• Multilingual capabilities (Spanish, French, or other languages) are a plus.

Skills & Competencies for Success

• Customer‑Centric Mindset: Empathy, active listening, and a genuine desire to solve problems.
• Communication Excellence: Clear, concise, and persuasive communication across all channels.
• Data‑Driven Decision Making: Ability to interpret metrics, identify trends, and recommend improvements.
• Adaptability: Thrive in a dynamic environment with evolving policies and technologies.
• Team Collaboration: Work effectively with cross‑functional teams, including sales, claims, and compliance.
• Time Management: Prioritize tasks, meet deadlines, and maintain high productivity.

Career Growth & Learning Opportunities

At brighthush, we believe in nurturing talent from the ground up. As a Customer Success & Sales Specialist, you will have access to:

• Structured onboarding and mentorship programs.
• Regular skill‑building workshops covering advanced customer engagement, sales techniques, and regulatory updates.
• Opportunities to transition into specialized roles such as Claims Specialist, Policy Analyst, or Sales Manager.
• Leadership development tracks for high‑potential employees.
• Cross‑functional projects that expose you to different business units and strategic initiatives.

Work Environment & Company Culture

brighthush thrives on a culture of transparency, respect, and innovation. We celebrate diversity and inclusion, ensuring every voice is heard and valued. Our remote‑first approach is complemented by periodic in‑office gatherings, virtual coffee chats, and team‑building activities that foster connection and camaraderie.

Compensation, Perks, and Benefits

We offer a competitive hourly rate of $25.00–$31.88, with the potential to transition to an annual salary range of $52,000–$66,310 based on experience and performance. In addition to base pay, you will receive:

• Performance‑based bonuses and incentive programs.
• Comprehensive health, dental, and vision coverage.
• Flexible spending accounts (FSA) and health savings accounts (HSA).
• 401(k) plan with company match.
• Paid time off (PTO) – 23 days accrued annually for full‑time employees, plus 9 paid holidays.
• Paid family leave and parental support.
• Student loan repayment assistance.
• Relocation assistance for eligible candidates.
• Employee wellness programs, including mental health resources and fitness stipends.

Licensing & Compliance Support

brighthush supports your professional growth by providing resources and guidance to obtain the necessary Property and Casualty producer license:

• License for your resident state must be secured within 30 days of hire.
• Licenses for additional operating states must be obtained within 60 days.
• In certain business scenarios, earlier licensing may be required; we will work closely with you to meet those timelines.

Travel & Physical Requirements

• Travel up to 10% of the time for client meetings, training events, or regional support.
• Work primarily involves sitting or standing at a desk; occasional movement required.

How to Apply

Ready to make a difference? Submit your application through our careers portal and join a team that’s redefining customer service in the financial services industry. We look forward to exploring how your skills and passions align with brighthush’s mission.

Equal Opportunity Employer

brighthush is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or any other protected status.

Contact & Support

If you require a reasonable accommodation during the application or interview process, please email [email protected] to request assistance.