Senior Remote Virtual Assistant & CRM Compliance Specialist – Life Insurance & Group Benefits Brokerage – brighthush

About brighthush

brighthush is not just another brokerage; we are a movement in the Canadian insurance landscape. With a focus on life insurance and group benefits, we empower individuals and businesses to safeguard what matters most through technology‑driven, client‑centric solutions. Our journey began over a decade ago, and today we are recognized for our unwavering commitment to integrity, collaboration, and continuous learning. As a fully remote‑first organization, we give our team members the freedom to work from anywhere while staying connected through cutting‑edge collaboration tools and a supportive community that thrives on shared success.

Role Overview

We are seeking a meticulous, tech‑savvy Virtual Assistant who will become the backbone of our client‑service operations. In this role, you will manage critical administrative tasks, maintain our CRM ecosystem, and support compliance initiatives that keep our brokerage running smoothly. Your work will directly influence client satisfaction, regulatory adherence, and the overall efficiency of our business processes. If you thrive in a fast‑paced, remote environment and have a passion for precision and client service, we want you on our team.

Key Responsibilities

CRM & Workflow Management

• Maintain and update CRM records – Keep client details, policy information, and task tracking accurate and up‑to‑date across our primary platform.
• Track application statuses – Monitor progress and set automated follow‑up reminders to ensure timely completion of every step in the application journey.
• Generate summaries and reports – Produce data‑driven insights for internal stakeholders and senior leadership, highlighting trends, bottlenecks, and opportunities for improvement.
• Document compliance communications – Record all client interactions and notes in a manner that meets regulatory standards and supports audit readiness.

Client & Administrative Support

• Schedule meetings and manage email correspondence – Coordinate calendars for agents, clients, and partners, ensuring seamless communication flow.
• Prepare and send client documents – Draft applications, policy documents, and follow‑up communications with precision and professionalism.
• Assist with onboarding – Send forms, gather identification, and compile necessary documentation for new clients, ensuring a smooth start.
• Follow up on outstanding information – Ensure all required data is collected to avoid delays and keep the process moving forward.

Insurance Case Support

• Prepare and submit applications – Work closely with agents to compile life insurance and group benefits applications, ensuring completeness and accuracy.
• Communicate with providers – Liaise with insurance carriers regarding missing information or additional requirements, acting as the bridge between client and provider.
• Organize client files – Maintain a digital filing system that supports easy retrieval and audit readiness, ensuring compliance with data protection regulations.

Compliance Assistance

• Document collection & storage – Ensure all paperwork is properly completed, signed, and securely stored in accordance with regulatory guidelines.
• Track compliance deadlines – Monitor annual reviews, disclosures, and other regulatory obligations, sending timely reminders to stakeholders.
• Audit support – Prepare documentation for internal and external audits, ensuring all records are accurate and readily available.
• Stay current on regulatory changes – Keep abreast of updates to compliance protocols and implement them as needed, maintaining our industry leadership.

Optional Tasks (Depending on Skills & Experience)

• Support newsletter drafting, social media scheduling, or email marketing campaigns to enhance brand visibility.
• Conduct basic market research or prepare quote comparisons for clients, adding value to the sales process.
• Assist with special projects and business development initiatives, contributing to strategic growth.

Essential Qualifications

• Experience using CRM systems (e.g., Wealthbox, HubSpot, Salesforce, Zoho) – This is required.
• Previous experience in life insurance, group benefits, or a financial services environment – strongly preferred.
• Working knowledge of compliance requirements in regulated industries.
• Excellent written and verbal communication skills, with a knack for clear, concise messaging.
• Strong attention to detail, organization, and the ability to manage multiple priorities.
• Proficiency with Microsoft Office, Google Workspace, and eSignature tools.

Preferred Qualifications

• Familiarity with Canadian insurance regulations and client confidentiality requirements.
• Experience managing compliance‑related documentation.
• Availability during Canadian business hours or partial overlap to support real‑time collaboration.

Skills & Competencies

• Technical Proficiency – Comfortable navigating complex CRM platforms and automating workflows.
• Analytical Thinking – Ability to interpret data, spot trends, and recommend process improvements.
• Communication Excellence – Clear, concise, and professional in all written and verbal interactions.
• Time Management – Prioritize tasks effectively in a fast‑paced environment.
• Adaptability – Thrive in a remote setting while staying aligned with team goals.
• Confidentiality & Integrity – Handle sensitive client information with the utmost discretion.

Career Growth & Learning Opportunities

At brighthush, your growth is our priority. As a Virtual Assistant, you’ll gain exposure to:

• Advanced CRM customization and automation projects that shape the future of our client experience.
• Cross‑functional collaboration with underwriting, compliance, and marketing teams, expanding your industry knowledge.
• Professional development courses in insurance regulations, data analytics, and project management, funded by the company.
• Mentorship from senior leaders who are passionate about nurturing talent and fostering career advancement.
• Potential pathways to roles such as Compliance Coordinator, Operations Manager, or Client Success Lead, with clear progression tracks.

Work Environment & Company Culture

Our remote‑first culture means you can work from anywhere while staying connected through:

• Weekly virtual team huddles and monthly all‑hands meetings that keep everyone aligned.
• Collaborative tools like Slack, Microsoft Teams, and Asana that streamline communication and project tracking.
• Regular virtual coffee breaks and informal “watercooler” chats that foster camaraderie.
• A culture that values work‑life balance, mental health, and continuous learning, with resources such as mindfulness sessions and fitness reimbursements.

Compensation & Benefits

While specific figures vary based on experience, we offer a competitive salary package that includes:

• Base salary commensurate with industry standards.
• Performance‑based bonuses tied to client satisfaction and compliance metrics.
• Health, dental, and vision coverage for you and your family.
• Flexible paid time off and a generous holiday schedule to recharge.
• Professional development stipend for courses, certifications, and conferences.
• Access to a virtual wellness program, including mindfulness sessions and fitness reimbursements.
• Equity or profit‑sharing options for long‑term contributors, aligning your success with the company’s growth.

How to Apply

Ready to bring your organizational prowess and tech savvy to brighthush? Submit your resume and a brief cover letter outlining why you’re the perfect fit for this role. Highlight any CRM experience, compliance exposure, and your passion for delivering exceptional client service.

We look forward to exploring how your skills can help us continue to protect what matters most for our clients.