Remote Benefits Concierge - Client-Facing & Growth Path

Lever, Inc.; Columbia (SC); Remote; USD 42,000 - 54,000; Full time

Job summary

Lever, Inc. is seeking a remote professional to handle inbound conversations with clients who requested help on financial-protection options. You are trained, coached, and measured on activity and results.

The role involves taking conversations, explaining benefits clearly, helping clients enroll when appropriate, and maintaining a disciplined follow-up rhythm. Interviews are conducted on Zoom; remote career with upside.

Qualifications

• Handles inbound conversations from clients seeking financial-protection options.
• Demonstrates ability to learn and apply a written process without inventing the job.

Responsibilities

• Take inbound conversations — no cold lists.
• Explain benefit options simply.
• Help clients enroll when it is a fit.
• Keep a clean follow-up rhythm.

Job description

Lever, Inc. is seeking a remote professional to handle inbound conversations with clients who requested help on financial-protection options. You are trained, coached, and measured on activity and results.

The role involves taking conversations, explaining benefits clearly, helping clients enroll when appropriate, and maintaining a disciplined follow-up rhythm. Interviews are conducted on Zoom; remote career with upside.