Remote Insurance Enrollment Representative

Lever, Inc.; Apex (NC); Remote; USD 45,000 - 65,000; 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. is seeking a virtual consultant to assess client needs, present options, and nurture relationships after the initial meeting. You will handle administrative tasks such as notes, appointments, and CRM hygiene, all while working from home.

The role emphasizes independence, reliable communication, and comfort with a camera for virtual interviews on Zoom. Training is provided and no cold calling is required.

Qualifications

• Admin tasks include notes, appointments, and CRM hygiene.
• No cold calling is required.

Responsibilities

• Assess needs, teach options, and stay in the relationship after the first meeting.
• Maintain CRM hygiene and schedule administrative tasks.

Skills

CRM hygiene

Remote work communication

Time management

Tools

CRM

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.