Remote Insurance Client Services Consultant

Lever, Inc.; Cedar Rapids (IA); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Job summary

Lever, Inc. seeks a virtual consultant to assess client needs, teach options, and maintain ongoing relationships after the initial meeting. The position emphasizes strong relationship-building and clear communication in a remote setting.

Admin tasks include notes, appointment scheduling, CRM hygiene, and ensuring data is accurate. Interviews are conducted via Zoom and training is provided.

Responsibilities

• Assess needs, teach options, and stay in the relationship after the first meeting.
• Admin duties: notes, appointments, CRM hygiene.

Job description

Lever, Inc. seeks a virtual consultant to assess client needs, teach options, and maintain ongoing relationships after the initial meeting. The position emphasizes strong relationship-building and clear communication in a remote setting.

Admin tasks include notes, appointment scheduling, CRM hygiene, and ensuring data is accurate. Interviews are conducted via Zoom and training is provided.