Policyholder Support Specialist - Work From Home

Lever, Inc.; Harrisburg (SD); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Job summary

Lever, Inc. is seeking a virtual consultant to assess client needs, teach options, and maintain the relationship after the first meeting.

The role includes administrative duties like notes, appointments, and CRM hygiene, with training provided. This position offers work-from-home flexibility and opportunities to advance based on performance. Zoom interviews are used for the process.

Qualifications

• Assess needs and teach options to clients.
• Maintain relationship after first meeting.
• Admin tasks: notes, appointments, CRM hygiene.

Responsibilities

• Assess client needs and present viable options.
• Nurture ongoing relationship after the initial meeting.
• Handle administrative tasks including notes, scheduling, and CRM hygiene.

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.

If that is your default setting, apply. Interviews on Zoom.