Remote Insurance Client Services Specialist

Lever, Inc.; Albany (OR); Remote; USD 60,000 - 90,000; Full time

Job summary

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

You will enjoy a schedule you can build around real life, ongoing training, and leaders who stay involved as you help families with benefits conversations and planning.

Qualifications

• Clear and human communication is required.
• Self-motivation to work without direct supervision.
• Openness to following a proven process and steps.

Responsibilities

• Enroll and support clients who asked for guidance.
• Present financial services options in a clear, human manner.
• Collaborate with a remote team to deliver value to families.

Skills

Clear communication

Self-motivation

Open to process

People skills

Job description

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

You will enjoy a schedule you can build around real life, ongoing training, and leaders who stay involved as you help families with benefits conversations and planning.