Senior Remote Customer Success & Sales Specialist – Strategic Client Consulting, Benefit Plan Customization, Nationwide Supplemental Insurance Solutions, Career Advancement & Leadership Development at brighthush

Welcome to brighthush – Where Supplemental Insurance Meets Innovation

At brighthush, we’re more than a benefits consulting firm; we’re a movement that redefines how families and small businesses navigate supplemental insurance. Our mission is to make health, dental, vision, and life coverage accessible, understandable, and truly valuable for every client we serve. By blending data‑driven insights, cutting‑edge technology, and a passion for personalized service, we empower employers, employees, and partners to design plans that fit unique needs and budgets while simplifying the often overwhelming insurance landscape.

Operating across the United States, our seasoned professionals work hand‑in‑hand with clients to deliver solutions that are compliant, cost‑effective, and tailored to each individual’s financial goals and risk tolerance. In an era where the insurance market evolves faster than ever, brighthush stands at the forefront of innovation, harnessing artificial intelligence, predictive analytics, and real‑time data to deliver solutions that are not only compliant but also perfectly aligned with our clients’ objectives.

Why Join brighthush?

When you become part of brighthush, you’ll join a culture that values curiosity, collaboration, and continuous learning. Our remote‑first environment empowers you to work from anywhere in the U.S. while staying connected to a vibrant, cross‑functional team. We celebrate diversity, champion professional growth, and reward results with competitive compensation and a comprehensive benefits package.

Key Responsibilities – Your Impact in Action

• Client Consultation & Relationship Building: Engage with prospective and existing clients via phone, video, and email to understand their coverage needs, financial goals, and risk tolerance. Use consultative selling techniques to recommend tailored benefit solutions that align with their unique circumstances.
• Virtual Meeting Coordination: Schedule and manage virtual appointments, ensuring a seamless experience for both clients and internal stakeholders. Leverage calendar tools and CRM integrations to keep all parties informed and prepared.
• Benefit Plan Customization: Analyze client data, compare plan options, and craft customized proposals that balance coverage, cost, and compliance. Present clear, compelling options that help clients visualize the value of each plan.
• Sales Pipeline Management: Maintain accurate records in our CRM, track leads, and follow up on opportunities to close sales and meet quarterly targets. Use data analytics to forecast pipeline health and identify growth opportunities.
• Cross‑Functional Collaboration: Work closely with underwriting, compliance, and product teams to stay current on policy changes, new offerings, and regulatory updates. Translate complex policy details into client‑friendly language.
• Customer Support & Retention: Resolve inquiries, troubleshoot issues, and provide ongoing support to ensure client satisfaction and retention. Act as the first point of contact for post‑sale questions and concerns.
• Continuous Improvement & Thought Leadership: Participate in regular training sessions, workshops, and knowledge‑sharing meetings to stay ahead of industry trends and enhance your selling and consulting skills. Contribute to internal knowledge bases, create educational content for clients, and represent brighthush at virtual industry events and webinars.
• Performance Analytics: Track key metrics such as conversion rates, average deal size, and client satisfaction scores. Use insights to refine strategies and improve overall team performance.

Essential Qualifications – What We’re Looking For

• No prior experience required – we value enthusiasm, communication skills, and a growth mindset.
• Strong verbal and written communication in English.
• Proficiency with brighthush, brighthush Office, and basic CRM tools.
• Highly organized with the ability to manage multiple tasks and deadlines.
• Team player who thrives in a collaborative, remote environment.
• Self‑motivated, goal‑oriented, and eager to learn about the benefits industry.
• Basic understanding of health, dental, vision, or life insurance concepts is a plus.
• Comfortable with data entry, spreadsheet analysis, and reporting.

Preferred Qualifications – Bonus Points

• Experience in sales, customer service, or a related field.
• Knowledge of health, dental, vision, or life insurance products.
• Familiarity with brighthush or similar CRM platforms.
• Previous remote work experience and comfort with virtual collaboration tools.
• Experience with data‑driven sales strategies or analytics tools.
• Background in the supplemental insurance or benefits consulting space.

Skills & Competencies – The brighthush Edge

• Communication: Clear, concise, and persuasive communication across multiple channels.
• Problem‑Solving: Ability to analyze client needs and propose effective solutions.
• Time Management: Prioritize tasks and meet deadlines in a fast‑paced environment.
• Adaptability: Quickly adjust to new processes, products, and market trends.
• Customer‑Centric Mindset: Focus on delivering value and exceeding client expectations.
• Analytical Thinking: Use data to drive decisions and optimize sales strategies.
• Collaboration: Work effectively with cross‑functional teams in a virtual setting.
• Resilience: Maintain composure under pressure and handle rejection gracefully.

Career Growth & Learning Opportunities – Your Path to Success

At brighthush, we invest in your professional development. You’ll have access to:

• Onboarding training that covers product knowledge, sales techniques, and compliance.
• Ongoing mentorship from senior sales leaders and industry experts.
• Regular workshops on communication, negotiation, and data analysis.
• Clear career pathways from Sales Representative to Senior Account Manager, Sales Lead, or Product Specialist.
• Support for earning industry certifications such as Certified Insurance Counselor (CIC) or Certified Insurance Sales Professional (CISP).
• Annual performance reviews with personalized development plans.
• Opportunities to lead projects, pilot new initiatives, and influence product roadmap.

Tools & Technology Stack – Powering Your Success

• CRM Platform: Our proprietary brighthush CRM, designed for seamless lead tracking and client communication.
• Video conferencing via brighthush and brighthush.
• Collaboration tools such as brighthush and brighthush for real‑time communication.
• Data visualization and reporting tools like brighthush and brighthush.
• Document management through brighthush and brighthush.

Performance & Growth Metrics – How We Measure Success

• Quarterly sales targets and revenue contribution.
• Client satisfaction scores (CSAT) and Net Promoter Score (NPS).
• Conversion rates from initial consultation to closed deal.
• Average deal size and upsell/cross‑sell rates.
• Retention rates and client lifetime value.

Team Structure & Leadership – Collaboration Across the Globe

Our remote‑first culture is organized into functional squads that collaborate across geography:

• Sales & Client Success Team: Focused on prospecting, consultative selling, and post‑sale support.
• Product & Underwriting Team: Develops new plan offerings and ensures regulatory compliance.
• Compliance & Risk Team: Monitors policy changes and maintains audit readiness.
• Learning & Development Team: Drives training programs and certification pathways.

Leadership at brighthush is hands‑on, approachable, and committed to fostering a culture of continuous improvement. Our leaders regularly host virtual town halls, one‑on‑one coaching sessions, and cross‑team hackathons to keep the momentum high.

Diversity, Equity & Inclusion – A Culture of Belonging

We believe that diverse perspectives fuel innovation. brighthush is proud to maintain an inclusive hiring process that celebrates differences in background, experience, and thought. Our initiatives include:

• Bias‑free recruitment practices.
• Employee resource groups for underrepresented communities.
• Annual DEI training for all staff.
• Transparent reporting on workforce diversity metrics.

Global Reach & Client Portfolio – Serving the Nation

While our headquarters are located in the heart of the Midwest, brighthush serves clients across the entire United States and beyond. Our portfolio spans:

• Small and medium‑sized businesses (SMBs) in technology, manufacturing, and professional services.
• Large enterprises with complex benefits needs.
• Non‑profit organizations seeking cost‑effective coverage for volunteers.
• Individual clients looking for supplemental coverage to complement employer plans.

Innovation & Future Vision – Shaping the Future of Benefits

We are constantly exploring new ways to make benefits simpler and more accessible:

• AI‑driven recommendation engines that personalize coverage suggestions in real time.
• Blockchain‑based claims processing to reduce fraud and speed up payouts.
• Partnerships with fintech platforms to integrate benefits into employee financial wellness apps.
• Expansion into emerging markets such as telehealth and mental health coverage.

As a member of our team, you will have the opportunity to shape these innovations and bring them to market.

Work Environment & Culture – Where Innovation Meets Collaboration

Our remote‑first culture means you can work from any U.S. location while staying connected through daily stand‑ups, weekly squad meetings, and quarterly all‑hands sessions. We provide:

• High‑speed internet stipend and ergonomic office equipment.
• Access to a digital wellness program, including mental health resources and virtual fitness classes.
• Flexible scheduling to accommodate different time zones and personal commitments.
• Annual virtual retreats and optional in‑person meet‑ups for team building.

Compensation & Benefits – Rewarding Your Success

While specific figures vary by experience and role, brighthush offers a competitive base salary, uncapped commission structure, and performance bonuses. Additional benefits include:

• Health, dental, vision, and life insurance plans.
• 401(k) with company match.
• Paid time off, including vacation, sick leave, and holidays.
• Professional development stipend and tuition reimbursement.
• Employee stock purchase plan (ESPP) and equity options.
• Wellness stipend for gym memberships, meditation apps, or other health initiatives.

How to Apply – Join the brighthush Revolution

If you’re passionate about transforming the supplemental insurance landscape, thrive in a fast‑paced, data‑driven environment, and want to grow your career while making a real impact, we want to hear from you. Click the link below to submit your application and become part of a forward‑thinking team that values innovation, collaboration, and personal growth.

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