Remote Policyholder Care Coordinator

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

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.