Remote Policyholder Care Consultant

Lever, Inc.; Whitefish (MT); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Work from home

Full training

Performance-based advancement

Job summary

Lever, Inc. is seeking a virtual consultant based in the United States. You will assess needs, present options, and stay engaged with clients after the first meeting, building relationships online.

Admin duties include note-taking, scheduling, and maintaining CRM hygiene as part of the role. The position emphasizes a qualified-interest pipeline, work-from-home flexibility, and the chance to grow through full training and performance-based advancement.

Qualifications

• Assess client needs and present options.
• Build and maintain sustainable client relationships after initial meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Responsibilities

• Assess needs, teach options, and stay in relationship after first meeting.
• Maintain CRM hygiene and manage notes/appointments.

Skills

Relationship management

Needs assessment

Remote communication

Tools

CRM software

Job description

Lever, Inc. is seeking a virtual consultant based in the United States. You will assess needs, present options, and stay engaged with clients after the first meeting, building relationships online.

Admin duties include note-taking, scheduling, and maintaining CRM hygiene as part of the role. The position emphasizes a qualified-interest pipeline, work-from-home flexibility, and the chance to grow through full training and performance-based advancement.