Remote Policyholder Care Coordinator

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

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.