Remote Policyholder Care Coordinator

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

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.