Remote Benefits Concierge — Client-Facing with Growth

Lever, Inc.; Aurora (IL); Remote; USD 45,000 - 65,000; Full time

Job summary

Lever, Inc. is seeking motivated, remote team members to handle inbound conversations with clients seeking financial-protection options. You will be trained, coached, and measured on activity and results, with Zoom interviews and a structured, written process to follow.

You should be competitive, coachable, and comfortable on camera, as the role offers coaching from experienced staff and a potential leadership path for high performers, all while working remotely.

Qualifications

• Experience handling inbound conversations with clients.
• Ability to explain benefit options clearly and succinctly.
• Comfort with enrolling clients when it’s a fit.
• Maintain a consistent follow-up rhythm and process.

Responsibilities

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

Skills

Inbound conversations

Explain benefits clearly

Enrollment assistance

Follow-up discipline

Coachable and competitive

Tools

Zoom

Job description

Lever, Inc. is seeking motivated, remote team members to handle inbound conversations with clients seeking financial-protection options. You will be trained, coached, and measured on activity and results, with Zoom interviews and a structured, written process to follow.

You should be competitive, coachable, and comfortable on camera, as the role offers coaching from experienced staff and a potential leadership path for high performers, all while working remotely.