Remote Policyholder Support Pro - Coaching & Growth

Lever, Inc.; Kirkland (WA); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

Remote work

Structured process

Coaching

Leadership path

Job summary

Lever, Inc. is seeking motivated individuals for a remote career in new client engagement. You will work with warm leads who requested help with financial-protection options and be trained, coached, and measured on activity and results.

The role focuses on guiding clients through benefit options, enrolling when appropriate, and maintaining a disciplined follow-up rhythm. Interviews are conducted on Zoom and the team offers coaching, a clear process, and potential leadership growth for high

Qualifications

• Excellent verbal and written communication skills.
• Willing to be coached and receptive to feedback.
• Comfortable speaking to clients on camera and via video meetings.

Responsibilities

• Take requested conversations — no cold lists.
• Explain benefit options simply to clients.
• Help clients enroll when it is a fit.
• Keep a clean follow-up rhythm.

Skills

Communication

Coachable

Comfortable on camera

Job description

Lever, Inc. is seeking motivated individuals for a remote career in new client engagement. You will work with warm leads who requested help with financial-protection options and be trained, coached, and measured on activity and results.

The role focuses on guiding clients through benefit options, enrolling when appropriate, and maintaining a disciplined follow-up rhythm. Interviews are conducted on Zoom and the team offers coaching, a clear process, and potential leadership growth for high