Remote Benefits Concierge - Client Success & Growth

Lever, Inc.; Cranston (RI); Remote; USD 42,000 - 66,000; Full time

Benefits offered by this job

Remote work

Job summary

Lever, Inc. is seeking motivated individuals for a remote, inbound role focused on helping clients explore financial-protection options. You will be coached, measured on activity, and have a clear written process to follow. The work is inbound, with interviews conducted on Zoom and a path into leadership for top performers.

You will engage clients, explain benefits simply, and guide enrollment when appropriate, while maintaining an organized follow-up cadence and a remote-ready mindset.

Qualifications

• Be competitive and coachable.
• Comfortable on camera when talking to clients.
• Able to follow a written process rather than inventing procedures.
• Maintain a consistent follow-up rhythm with clients.

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

Competitive mindset

Coachable

Comfortable on camera

Job description

Lever, Inc. is seeking motivated individuals for a remote, inbound role focused on helping clients explore financial-protection options. You will be coached, measured on activity, and have a clear written process to follow. The work is inbound, with interviews conducted on Zoom and a path into leadership for top performers.

You will engage clients, explain benefits simply, and guide enrollment when appropriate, while maintaining an organized follow-up cadence and a remote-ready mindset.