Remote Client Policy Guidance Specialist

Lever, Inc.; Broken Arrow (OK); Remote; USD 42,000 - 64,000; Full time

Benefits offered by this job

Remote work

Clear process

Coaching

Leadership path

Job summary

Lever, Inc. is seeking motivated individuals for a remote career with upside. This inbound role talks with people who already requested information on financial-protection options; you are trained, coached, and measured on activity and results.

You will take inbound conversations (no cold lists), explain options simply, help clients enroll when it fits, and keep a clean follow-up rhythm. Interviews are on Zoom and you can work remotely.

Qualifications

• Inbound conversations only; no cold outreach.
• Explain benefit options clearly to clients.
• Help clients enroll when it fits their needs.

Responsibilities

• Handle inbound conversations from people who requested information.
• Explain financial-protection options in simple terms.
• Assist clients with enrollment when appropriate and applicable.
• Maintain a structured follow-up rhythm with prospects.

Skills

Communication

Customer Service

On-camera presence

Remote work

Tools

CRM Software

Job description

Lever, Inc. is seeking motivated individuals for a remote career with upside. This inbound role talks with people who already requested information on financial-protection options; you are trained, coached, and measured on activity and results.

You will take inbound conversations (no cold lists), explain options simply, help clients enroll when it fits, and keep a clean follow-up rhythm. Interviews are on Zoom and you can work remotely.