Remote Policyholder Care Coordinator

AO Garcia Agency; Gallup (NM); Remote; USD 65,000 - 85,000; Full time

Job summary

Lever, Inc. is seeking a client-facing, fully remote member of a growing financial services team. You will enroll and support clients who asked for guidance, mentored by a supported group and with tools to help families make informed decisions.

You will join a team that emphasizes mentorship, real-life scheduling flexibility, and ongoing client engagement through thoughtful, benefits-focused conversations.

Qualifications

• Clear, human communication is essential.
• Ability to work without direct supervision.
• Openness to following a proven process.
• Interest in discussing benefits beyond basic sales energy.

Responsibilities

• Enroll and support clients who request guidance.
• Provide client-facing guidance and presentations remotely.
• Maintain a portfolio of ongoing client relationships.
• Build a schedule that fits real-life needs while delivering value.

Skills

Clear communication

Self-directed

Process adherence

Benefits conversations

Job description

Client-facing, fully remote, financial services.

You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal

1. Home office. Web presentations.
2. Work that matters to families.
3. Training and leaders who stay involved.
4. A schedule you can build around real life.
5. A portfolio you keep serving - not a stack of one-off calls.

Requirements

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just "sales energy"