Remote Insurance Benefits Representative

Lever, Inc.; Anaheim (CA); Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Work from home

Full training

Job summary

Lever, Inc. seeks a virtual consultant who assesses needs, presents options, and maintains the relationship after the initial meeting. You will manage client communications and guide options to help decision-making.

Admin tasks include notes, appointment scheduling, and CRM hygiene. The role offers full training, a qualified-interest pipeline, and work-from-home flexibility. Interviews are conducted on Zoom.

Responsibilities

• Assess client needs and present options, maintaining the relationship after the first meeting.
• Admin tasks: notes, appointments, CRM hygiene.

Job description

Virtual consultant role. You assess needs, teach options, and stay in the relationship after the first meeting.

Admin is part of the job: notes, appointments, CRM hygiene.

What comes with the seat

• No cold calling
• Qualified-interest pipeline
• Performance-based advancement
• Full training
• Current tech stack
• Work from home

Traits that work here

Driven. Trainable. Dependable. Comfortable competing. Fine with a camera.

If that is your default setting, apply. Interviews on Zoom.