Senior Remote Customer Support Lead & Insurance Advisory Specialist – Championing Client Engagement, Tailored Protection Strategies, and Remote Service Excellence at brighthush

Welcome to brighthush – Where Innovation Meets Protection

At brighthush, we’re redefining the insurance landscape by blending cutting‑edge technology, a curated roster of top‑tier carriers, and a relentless client‑first philosophy. Our fully remote, frictionless advisory experience empowers individuals and families to make confident, informed decisions about life, health, disability, and long‑term care. Powered by data analytics and AI‑driven insights, our digital platform streamlines every step of the advisory journey, ensuring compliance, personalization, and speed without compromising quality.

Whether you’re a seasoned professional or just starting out, brighthush invites you to join a culture of continuous learning, collaboration, and innovation. We’re committed to building a future where protection is accessible, transparent, and tailored to each client’s unique needs.

Why brighthush is the Place to Grow Your Career

As a high‑growth, fully remote team, brighthush values autonomy, creativity, and results. We believe the best ideas come from people who are free to work where they thrive. That’s why we offer a flexible, remote work environment that lets you balance professional ambition with personal life. Our culture is built on transparency, mentorship, and a shared commitment to excellence.

We celebrate diversity, champion work‑life balance, and encourage continuous skill development through a structured learning ecosystem that includes live workshops, on‑demand courses, and industry certifications. Our remote‑first approach means you can work from anywhere with a reliable internet connection while still feeling part of a vibrant, collaborative community.

Position Overview

The Senior Remote Customer Support Lead & Insurance Advisory Specialist is the frontline advocate for clients seeking insurance solutions. You’ll guide prospects through the entire advisory journey—from initial inquiry to policy issuance—ensuring a seamless, compliant, and highly personalized experience. This role is commission‑based and operates as an independent contractor within the licensed brokerage framework of brighthush.

Key Responsibilities

• Client Engagement: Respond promptly to client inquiries via phone, email, or chat, and schedule virtual consultations using Zoom or similar platforms.
• Consultation & Needs Analysis: Conduct thorough virtual consultations to assess clients’ financial protection needs, explain available insurance options, and recommend tailored solutions.
• Application Management: Accurately complete and submit insurance applications, ensuring all documentation meets carrier and state compliance standards.
• Compliance & Quality Assurance: Maintain strict adherence to carrier guidelines, state regulations, and internal quality protocols; participate in ongoing product and compliance training.
• Follow‑Up & Client Service: Manage post‑consultation follow‑up, address client questions, and coordinate policy issuance and renewals.
• Data Management: Utilize CRM systems to track client interactions, update records, and generate performance reports.
• Team Collaboration: Share best practices, insights, and market trends with the broader brighthush team to enhance service delivery.
• Performance Optimization: Analyze performance metrics, identify improvement opportunities, and implement strategies to increase conversion rates and client satisfaction.
• Market Intelligence: Monitor industry trends, competitor offerings, and emerging product lines to keep the team informed and clients well‑positioned.
• Client Advocacy: Serve as the client’s trusted advisor, ensuring their concerns are heard and resolved promptly, and that they feel valued throughout the entire process.

Essential Qualifications

• Minimum of 3 years’ experience in sales, customer service, or a related field.
• Strong verbal and written communication skills with a professional, empathetic tone.
• Proficiency with CRM platforms (e.g., Salesforce, HubSpot) and virtual communication tools (Zoom, Teams).
• Self‑motivated, organized, and capable of managing multiple priorities in a remote setting.
• Ability to pass a background check and maintain a clean record.
• Reliable computer, high‑speed internet, and a dedicated phone line.
• Active Life & Health Insurance License or willingness to obtain one; brighthush offers pre‑licensing education and support.
• Flexible availability to meet client scheduling needs across time zones.
• Demonstrated ability to meet or exceed performance metrics in a commission‑based environment.
• Experience using data analytics tools to track and improve client engagement metrics.

Preferred Qualifications

• Prior experience in the insurance industry, particularly in life or health products.
• Knowledge of state insurance regulations and carrier underwriting guidelines.
• Experience with commission‑based compensation structures and a proven track record of exceeding sales targets.
• Background in virtual coaching or remote client engagement.
• Multilingual abilities to serve a diverse client base.
• Experience with AI‑driven recommendation engines or data‑centric advisory tools.
• Familiarity with compliance frameworks such as HIPAA or GDPR for handling sensitive client data.

Key Skills & Competencies

• Client‑Centric Mindset: Passion for helping clients achieve peace of mind through financial protection.
• Analytical Thinking: Ability to assess client needs, interpret policy details, and recommend optimal solutions.
• Tech Savvy: Comfortable navigating CRM systems, data entry, and virtual meeting platforms.
• Time Management: Efficiently schedule appointments, manage follow‑ups, and meet deadlines.
• Adaptability: Thrive in a fast‑paced, evolving industry with changing regulations and product offerings.
• Team Collaboration: Share insights, support peers, and contribute to a culture of continuous improvement.
• Problem‑Solving: Quickly identify obstacles and devise effective solutions to keep the client journey on track.
• Communication Excellence: Articulate complex insurance concepts in clear, client‑friendly language.
• Integrity & Ethics: Uphold the highest standards of honesty, confidentiality, and regulatory compliance.

Career Growth & Learning Opportunities

At brighthush, your professional development is a priority. You’ll have access to:

• Comprehensive onboarding and ongoing product training modules covering the full spectrum of our insurance offerings.
• Regular compliance workshops to keep you ahead of regulatory changes and industry best practices.
• Mentorship from senior advisors and industry experts who share their knowledge and experience.
• Opportunities to advance into senior advisory roles, team leadership, or specialized product lines such as disability or long‑term care.
• Cross‑functional projects that broaden your skill set beyond client support, including marketing, product development, and data analytics.
• Access to industry conferences, webinars, and certification programs (e.g., CPCU, CLU) at no cost to you.
• Annual performance reviews that identify growth pathways and set clear, measurable goals.

Work Environment & Culture

brighthush champions a remote‑first culture that values flexibility, autonomy, and work‑life balance. Our team collaborates through daily stand‑ups, weekly knowledge‑sharing sessions, and quarterly virtual retreats. We celebrate successes with virtual awards, peer recognition programs, and spontaneous “coffee chats” to keep camaraderie alive.

Our culture is built on:

• Transparency: Open communication channels and real‑time dashboards keep everyone informed.
• Collaboration: Cross‑functional teams work together to solve client challenges and innovate new solutions.
• Continuous Learning: A learning budget, mentorship, and a library of resources empower you to grow.
• Well‑Being: Wellness programs, mental health resources, and flexible schedules support your overall health.
• Innovation: We encourage experimentation and reward creative ideas that improve client experience.

Compensation & Benefits

As an independent contractor, you’ll earn a competitive commission structure that rewards performance. In addition to base commissions, you’ll qualify for:

• Performance bonuses tied to submitted business volume and client satisfaction metrics.
• Access to a robust benefits package (health, dental, vision) for eligible contractors.
• Flexible work hours and the freedom to work from any location with reliable internet.
• Professional development stipend for courses, certifications, or conferences.
• Company‑sponsored wellness programs and mental health resources.
• Regular performance incentives, such as quarterly recognition awards and spot bonuses.
• Access to a digital wellness platform that offers guided meditation, fitness challenges, and health tracking.

How to Apply

If you’re ready to join a forward‑thinking brokerage that values innovation, client service, and personal growth, we’d love to hear from you. Submit your application through the link below, and let’s explore how you can make a meaningful impact at brighthush.