Remote Insurance & Benefits Enrollment Specialist

AO Garcia Agency; Cranston (RI); Remote; USD 55,000 - 75,000; Full time

Job summary

Lever, Inc. offers a client-facing, fully remote role within financial services. You will be paired with a growing team, receive tools and mentorship, and enroll and support clients who asked for guidance.

Expect to engage in benefits conversations, follow a proven process, and work with independence and discipline without constant supervision. This position emphasizes meaningful work with real-life scheduling flexibility for families.

Qualifications

• Clear, human communication is required.
• Self-discipline with minimal supervision.
• Willingness to follow a proven process.
• Interest in discussing benefits with clients, not just sales energy.

Responsibilities

• Enroll and support clients who seek guidance.
• Maintain proactive, client-facing communications.
• Operate within a structured process to ensure consistency.

Skills

Clear communication

Self-discipline

Process adherence

Benefits conversations

Job description

Lever, Inc. offers a client-facing, fully remote role within financial services. You will be paired with a growing team, receive tools and mentorship, and enroll and support clients who asked for guidance.

Expect to engage in benefits conversations, follow a proven process, and work with independence and discipline without constant supervision. This position emphasizes meaningful work with real-life scheduling flexibility for families.