Insurance Client Services Associate - Remote

Lever, Inc.; Albany (OR); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is a client-facing, fully remote role within financial services. You will be paired with a growing team, provided with tools and mentorship, and expected to enroll and support clients who asked for guidance.

You will enjoy a schedule you can build around real life, ongoing training, and leaders who stay involved as you help families with benefits conversations and planning.

Qualifications

• Clear and human communication is required.
• Self-motivation to work without direct supervision.
• Openness to following a proven process and steps.

Responsibilities

• Enroll and support clients who asked for guidance.
• Present financial services options in a clear, human manner.
• Collaborate with a remote team to deliver value to families.

Skills

Clear communication

Self-motivation

Open to process

People skills

Job description

Client-facing, fully remote, financial services.

You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal

1. Home office. Web presentations.
2. Work that matters to families.
3. Training and leaders who stay involved.
4. A schedule you can build around real life.
5. A portfolio you keep serving - not a stack of one-off calls.

Requirements

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just "sales energy"