Remote Policyholder Care & Support Specialist

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

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.