Senior Remote Customer Retention Specialist – Client Loyalty & Insurance Relationship Expert – Join brighthush’s Dynamic Agent Team

About brighthush

brighthush is not just an insurance provider; we are a nationwide community of dedicated professionals who believe that protecting people’s futures is a privilege and a responsibility. With a heritage rooted in independent agency excellence, we combine personalized service, cutting‑edge technology, and a culture that celebrates collaboration to deliver unmatched value to families and businesses across the United States. Our remote‑first model empowers every team member to shape their career while enjoying the stability, resources, and support of a well‑established organization.

Why This Role Matters

In the insurance industry, the difference between a one‑time sale and a lifelong partnership lies in the quality of the relationship you build. As a Remote Customer Retention Specialist, you will be the heartbeat of that relationship—ensuring that every policyholder feels heard, understood, and confident that their coverage truly protects what matters most. Your work will directly influence client satisfaction scores, renewal rates, and the overall growth trajectory of brighthush.

Key Responsibilities

• Client Advocacy: Serve as the primary point of contact for policyholders, delivering accurate, timely information about coverage, billing, and policy changes.
• Proactive Coverage Management: Conduct regular policy reviews to identify gaps, recommend enhancements, and ensure clients’ evolving needs are met.
• Issue Resolution: Turn service inquiries into opportunities for loyalty by resolving concerns with patience, professionalism, and a customer‑first mindset.
• Data Stewardship: Maintain meticulous, up‑to‑date records in the agency’s CRM system, ensuring data integrity and compliance with regulatory standards.
• Follow‑Up Excellence: Consistently track open items, guaranteeing that every client interaction ends with a clear next step and a positive experience.
• Cross‑Functional Collaboration: Partner with agents, underwriting, and billing teams to streamline processes and elevate the overall customer journey.
• Continuous Learning: Participate in ongoing training and coaching sessions to refine product knowledge, communication skills, and sales techniques.
• Time Zone Alignment: Adhere to Minnesota (Central Time) business hours, ensuring coverage during peak client interaction periods.

Essential Qualifications

• Minimum of two years’ experience in a customer retention or client success role within an independent insurance agency.
• Active Property & Casualty and Life/Health licenses; unlicensed candidates will not be considered.
• Exceptional verbal communication skills, with an engaging phone manner that conveys confidence and empathy.
• Self‑motivated drive to maintain consistent outreach, even without direct supervision.
• Reliable, high‑speed internet connection and a dedicated, distraction‑free home office setup.
• Strong organizational skills and the ability to manage multiple client interactions simultaneously.
• Positive, collaborative attitude with a willingness to accept coaching and feedback.

Preferred Qualifications

• Experience in a customer retention or client success role within the insurance industry.
• Proficiency with CRM platforms (e.g., Salesforce, HubSpot) and Microsoft Office Suite.
• Knowledge of Minnesota insurance regulations and compliance requirements.
• Prior exposure to remote work environments and familiarity with virtual collaboration tools.
• Demonstrated ability to exceed performance metrics and achieve commission targets.

Skills & Competencies

• Customer‑Centric Mindset: A genuine desire to help clients protect what matters most.
• Problem‑Solving: Ability to diagnose issues quickly and propose effective solutions.
• Communication: Clear, concise, and persuasive verbal and written communication.
• Time Management: Prioritizing tasks to meet deadlines while maintaining high service quality.
• Adaptability: Thriving in a dynamic environment with evolving products and client needs.
• Team Collaboration: Working seamlessly with agents, underwriters, and support staff.

Career Growth & Learning Opportunities

At brighthush, your professional development is a top priority. We offer:

• Structured onboarding and continuous coaching to accelerate your expertise.
• Access to a comprehensive library of industry resources, webinars, and certification programs.
• Clear advancement pathways—from Customer Retention Specialist to Senior Retention Lead, and beyond into leadership roles.
• Cross‑functional exposure, allowing you to gain insights into underwriting, sales, and product development.
• Mentorship from seasoned agents who have successfully navigated the brighthush career ladder.

Work Environment & Culture

Our remote‑first approach means you can work from anywhere in the U.S., provided you maintain Minnesota (Central Time) business hours. Despite the distance, we foster a vibrant, inclusive culture through:

• Weekly virtual team huddles and quarterly all‑hands meetings.
• Regular recognition programs celebrating individual and team achievements.
• Open communication channels, including Slack, Teams, and dedicated support lines.
• A commitment to work‑life balance, with flexible scheduling and generous paid time off.
• Community outreach initiatives that allow employees to give back and strengthen local ties.

Compensation & Benefits

We offer a competitive total compensation package that rewards performance and dedication:

• Base Salary: $40,000 – $60,000 per year, commensurate with experience and licensing.
• Performance‑Based Commission: Uncapped earnings potential for high performers.
• Retirement Plan: SIMPLE IRA with employer match to secure your future.
• Health Coverage: Comprehensive medical, dental, and vision plans.
• Life & Disability Insurance: Protecting you and your loved ones.
• Paid Time Off: Vacation, sick, and personal days, plus paid company holidays.
• Additional perks such as technology stipends, wellness programs, and professional development allowances.

How to Apply

Ready to elevate your career and make a real difference for clients across the country? Click the link below to submit your application and join the brighthush family.

Apply to this Job

We look forward to discovering how your passion for customer service and expertise in insurance can help us continue to build lasting relationships with our clients. Join brighthush today and become a key driver of client loyalty and business growth.