Virtual Policyholder Support Representative

Lever, Inc.; Pocatello (ID); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. is seeking a client-facing, fully remote role in the financial services sector. You will enroll and support clients who ask for guidance, pairing with a growing team that provides tools and mentorship to help you succeed.

The position emphasizes delivering value for families, with a schedule you can build around real life and ongoing benefits conversations beyond simple sales pitches.

Qualifications

• Clear, human communication.
• Self-discipline with minimal supervision.
• Willingness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who ask for guidance.
• Collaborate with a growing team and leverage mentorship.
• Deliver information and guidance through web presentations.
• Provide remote client support and follow established processes.

Skills

Clear communication

Self-discipline

Process-oriented

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"