Remote Position

Senior Remote Insurance Sales & Customer Success Specialist – End‑to‑End Policy Lifecycle Management, Inside Sales, Client Relationship Excellence, Growth‑Driven Performance, U.S. Market – brighthush

🌍 Remote · United States 💼 Full-time
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About brighthush – Pioneering the Future of Virtual Insurance

At brighthush, we’re redefining what it means to protect people and businesses in the 21st century. By blending cutting‑edge data analytics, AI‑powered underwriting, and a human‑first service philosophy, we transform the traditionally complex world of insurance into a seamless, conversational experience that feels as natural as a chat with a friend. Our fully virtual agency empowers clients across the United States to receive expert guidance from the comfort of their own homes, while still enjoying the same professionalism, responsiveness, and care that a brick‑and‑mortar office would offer.

Our mission is simple yet powerful: to give every customer peace of mind through transparent, technology‑enhanced insurance experiences. As we accelerate our growth trajectory, we’re looking for a dedicated, client‑centric Inside Sales Specialist who thrives in a virtual environment and is passionate about guiding prospects and policyholders through every stage of the insurance lifecycle.

Industry Landscape & Why Virtual Insurance Matters

The insurance industry is undergoing a seismic shift. Traditional agents are being replaced by data‑driven platforms, and consumers now expect instant, personalized service delivered through the devices they already use. Virtual insurance is not just a trend—it’s the new standard for accessibility, efficiency, and customer satisfaction. At brighthush, we’re at the forefront of this transformation, combining the best of technology with the empathy of human advisors to create a truly next‑generation experience.

Your Impact as a Senior Remote Insurance Sales & Customer Success Specialist

In this role, you will be the linchpin that connects our clients’ needs with the solutions that protect their homes, health, and livelihoods. You’ll master the full policy lifecycle—from discovery to renewal—and directly influence client satisfaction, retention, and the overall success of brighthush. Your work will shape how families, small businesses, and individuals feel secure in an ever‑changing world.

Key Responsibilities in Detail

  • Client Lifecycle Management: Guide clients from initial product discovery through onboarding, policy changes, endorsements, and renewals, ensuring a friction‑free journey.
  • Product Evaluation & Recommendation: Conduct needs assessments, explain coverage options, limitations, and pricing, and recommend the most suitable insurance solutions.
  • Claims & Policy Support: Coordinate with claims teams to manage policy changes and endorsements, providing timely follow‑up and meticulous documentation.
  • Relationship Building: Foster trust and long‑term partnerships through consistent, professional communication and proactive service.
  • Market Insight: Monitor industry trends, new product launches, and regulatory updates relevant to the U.S. market to inform recommendations.
  • Team Collaboration: Share best practices, refine sales strategies, and contribute to collective performance goals with cross‑functional colleagues.
  • Continuous Learning: Engage in ongoing training, workshops, and certifications to deepen technical knowledge and sharpen sales skills.
  • Performance Metrics: Meet or exceed key performance indicators (KPIs) such as conversion rates, renewal percentages, and customer satisfaction scores.
  • Technology Utilization: Leverage CRM, analytics dashboards, and virtual collaboration tools to streamline workflows and enhance client interactions.
  • Compliance & Quality Assurance: Ensure all client interactions and documentation adhere to industry regulations and internal quality standards.

Essential Qualifications with Depth

  • Proven experience in inside sales, customer service, or insurance sales, preferably in a virtual or remote environment.
  • Strong verbal and written communication skills, with the ability to articulate complex coverage details clearly and professionally.
  • Demonstrated commitment to customer satisfaction and a client‑first mindset.
  • Excellent organizational skills and meticulous attention to detail, especially when handling policy changes and claims documentation.
  • Self‑motivated, adaptable, and able to thrive in a fast‑paced, virtual workplace.
  • U.S. citizenship and residency within the United States.
  • Possession of relevant insurance licenses (e.g., Life, Health, Property & Casualty) or a clear willingness to obtain required licenses within a reasonable timeframe.
  • Proficiency in using CRM systems (Salesforce, HubSpot, or similar) and virtual meeting platforms (Zoom, Teams).
  • Data‑driven mindset: ability to interpret analytics and use insights to drive sales strategy.

Preferred Qualifications Expanded

  • Experience selling insurance products in the Baltimore, MD market or similar regional markets.
  • Background in policy administration, claims processing, or risk assessment.
  • Proficiency with CRM platforms and virtual collaboration tools.
  • Knowledge of regulatory compliance and industry best practices.
  • Track record of exceeding sales targets and contributing to team success.
  • Experience with AI‑powered underwriting tools or data‑analytics platforms.
  • Strong networking skills and ability to build relationships with industry partners.

Core Skills & Competencies in Action

  • Customer‑Centric Communication: Ability to listen actively, ask probing questions, and tailor solutions to individual client needs.
  • Analytical Thinking: Evaluate client data and market trends to make informed product recommendations.
  • Tech Savvy: Comfortable navigating digital tools, data entry, and virtual meeting platforms.
  • Problem‑Solving: Resolve client concerns efficiently while maintaining compliance and quality standards.
  • Time Management: Prioritize tasks, manage multiple client accounts, and meet deadlines in a remote setting.
  • Team Collaboration: Work effectively with cross‑functional teams, share insights, and contribute to continuous improvement.
  • Adaptability: Quickly adjust to new processes, technologies, and market changes.
  • Leadership Potential: Demonstrate initiative and the ability to mentor junior team members.

Career Growth & Development Pathways

At brighthush, we believe in nurturing talent and providing clear pathways for advancement. As an Inside Sales Specialist, you’ll have the opportunity to:

  • Progress to Senior Sales Specialist, Team Lead, or Sales Manager roles.
  • Earn industry certifications (e.g., Certified Insurance Counselor, Certified Insurance Sales Professional).
  • Participate in leadership development programs and mentorship initiatives.
  • Attend conferences, webinars, and workshops to stay ahead of industry trends.
  • Benefit from a structured performance review process that rewards high performers with bonuses, commissions, and recognition.
  • Take on cross‑functional projects that broaden your skill set and visibility within the organization.

Work Environment & Culture at brighthush

brighthush offers a vibrant, inclusive culture that thrives on collaboration, innovation, and a shared commitment to excellence. Even though we operate fully remotely, we maintain:

  • Regular virtual team huddles and social events to foster camaraderie.
  • Open communication channels—video calls, instant messaging, and weekly all‑hands meetings.
  • A flexible schedule that respects work‑life balance while ensuring client coverage.
  • A supportive onboarding program that equips new hires with the tools, knowledge, and confidence to succeed.
  • A culture of continuous improvement, where feedback is valued and ideas are welcomed.
  • Access to a digital library of resources, including training videos, best‑practice guides, and industry reports.
  • Recognition programs that celebrate milestones, achievements, and innovative contributions.

Compensation, Perks, and Benefits Overview

While specific figures vary based on experience and performance, brighthush offers a competitive base salary complemented by:

  • Performance‑based bonuses and commissions tied to sales metrics.
  • Health, dental, and vision insurance plans.
  • 401(k) retirement plan with company match.
  • Paid time off, holidays, and flexible vacation policies.
  • Professional development stipend and access to industry‑leading training resources.
  • Technology stipend to support a high‑quality home office setup.
  • Wellness programs, including virtual fitness classes and mental health resources.
  • Employee referral bonuses for bringing in top talent.

Why Join brighthush – Our Values in Practice

When you become part of brighthush, you’ll join a team that values:

  • Innovation: We’re constantly exploring new ways to deliver value to our clients.
  • Integrity: Transparency and ethical practices guide every decision.
  • Growth: Your career trajectory is supported by mentorship, training, and clear advancement paths.
  • Community: Even in a virtual setting, we celebrate successes, support each other, and create a sense of belonging.
  • Customer‑First Mindset: Every action we take is designed to enhance the client experience.
  • Collaboration: Cross‑functional teamwork is at the heart of our success.

How to Apply

If you are passionate about helping people protect what matters most, thrive in a dynamic remote environment, and are ready to take your sales career to the next level, brighthush invites you to apply today.

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