Remote Insurance Account Representative

AO Garcia Agency; Bath (ME); Remote; USD 50,000 - 80,000; Full time

Job summary

Lever, Inc. is seeking a client-facing, fully remote role in financial services. You'll enroll and support clients who asked for guidance, delivering clear, human assistance from home.

You'll be paired with a growing team, receive mentorship, and enjoy a schedule you can build around real life. This is a role where your work matters to families and you keep serving a portfolio of clients over time.

Qualifications

• Clear, human communication is essential.
• Self-discipline to work without a supervisor in the hallway.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who request guidance.
• Maintain ongoing relationships with a portfolio of clients.
• Collaborate with a growing team and leverage mentorship.

Skills

Clear communication

Self-discipline

Process orientation

Benefits conversations

Job description

Client-facing, fully remote, financial services.

You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal

1. Home office. Web presentations.
2. Work that matters to families.
3. Training and leaders who stay involved.
4. A schedule you can build around real life.
5. A portfolio you keep serving - not a stack of one-off calls.

Requirements

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just "sales energy"