Remote Policyholder Care Consultant

Lever, Inc.; San Antonio (TX); Remote; USD 45,000 - 75,000; Full time

Benefits offered by this job

Full training

Work from home

Job summary

Lever, Inc. is seeking a virtual consultant who assesses needs, explains options, and maintains the relationship after the first meeting. Administrative duties include notes, appointments, and CRM hygiene.

The role includes work from home, a qualified-interest pipeline, and comprehensive training to support ongoing remote advisory work. Ideal candidates are driven, trainable, dependable, comfortable on camera, and ready for Zoom-based interviews.

Qualifications

• Notes, appointments, CRM hygiene are part of the admin duties.
• Candidate should be comfortable working remotely and with a camera.

Responsibilities

• Notes and appointments management.
• CRM hygiene and data upkeep.

Skills

CRM hygiene

Relationship mgmt

Remote work

Camera comfort

Tools

CRM system

Job description

Lever, Inc. is seeking a virtual consultant who assesses needs, explains options, and maintains the relationship after the first meeting. Administrative duties include notes, appointments, and CRM hygiene.

The role includes work from home, a qualified-interest pipeline, and comprehensive training to support ongoing remote advisory work. Ideal candidates are driven, trainable, dependable, comfortable on camera, and ready for Zoom-based interviews.