Remote Benefits Navigator | Client-Facing Support

Lever, Inc.; Council Bluffs (IA); Remote; USD 42,000 - 65,000; Full time

Job summary

Lever, Inc. is hiring for a client-facing, fully remote role in financial services. You will be paired with a growing team, receive tools and mentorship, and enroll and support clients who ask for guidance. The position emphasizes meaningful, long-term portfolio work with flexible scheduling and ongoing client engagement.

Expect Web presentations and training from leaders who stay involved, with a focus on clear, human communication and disciplined self-management in a remote environment.

Qualifications

• Clear, human communication is essential.
• Ability to work independently with minimal supervision.

Responsibilities

• Enroll clients and help them get started with guidance.
• Support clients who request assistance, ensuring a smooth experience.
• Present information to clients via web presentations and virtual meetings.
• Collaborate with a growing team and mentors to improve processes.

Skills

Client communication

Remote work discipline

Process adherence

Benefits conversations

Job description

Lever, Inc. is hiring for a client-facing, fully remote role in financial services. You will be paired with a growing team, receive tools and mentorship, and enroll and support clients who ask for guidance. The position emphasizes meaningful, long-term portfolio work with flexible scheduling and ongoing client engagement.

Expect Web presentations and training from leaders who stay involved, with a focus on clear, human communication and disciplined self-management in a remote environment.