Remote Policyholder Care Consultant

Lever, Inc.; Columbus (GA); Remote; USD 45,000 - 70,000; Full time

Benefits offered by this job

Work from home

Full training

Career growth

Job summary

Lever, Inc. is seeking a virtual consultant who assesses client needs, teaches available options, and maintains post-meeting relationships. This role includes admin duties such as notes and CRM hygiene, with training provided.

Work from home is offered, and the candidate should be comfortable on camera and in Zoom interviews. A qualified, trainable, competitive individual will thrive in this environment.

Qualifications

• Experience in virtual consulting or sales support.
• Ability to manage admin tasks and CRM hygiene.
• Comfortable working from home and on Zoom.

Responsibilities

• Assess client needs and present options.
• Nurture relationships after initial meeting.
• Maintain CRM notes and scheduling.

Skills

Driven

Trainable

Dependable

Camera-ready

Competitive

Tools

CRM software

Job description

Lever, Inc. is seeking a virtual consultant who assesses client needs, teaches available options, and maintains post-meeting relationships. This role includes admin duties such as notes and CRM hygiene, with training provided.

Work from home is offered, and the candidate should be comfortable on camera and in Zoom interviews. A qualified, trainable, competitive individual will thrive in this environment.