Work From Home Insurance Policy Representative

Lever, Inc.; Lubbock (TX); Remote; USD 50,000 - 80,000; Full time

Benefits offered by this job

No cold calling

Qualified-interest pipeline

Performance-based advancement

Full training

Current tech stack

Work from home

Job summary

Lever, Inc. is seeking a virtual consultant who assesses client needs, presents options, and maintains the relationship after the initial meeting.

You’ll handle admin tasks, keep notes, appointments, and CRM hygiene, with interview process via Zoom and no cold calling, plus access to training and a current tech stack with work from home flexibility.

Qualifications

• Soft skills preferred: driven, trainable, dependable.
• Comfortable with cameras and virtual interviews.

Responsibilities

• Assess client needs and tailor options to each engagement.
• Teach suitable options and guide clients to decisions.
• Maintain ongoing relationship after the first meeting.
• Handle admin tasks: notes, appointments, CRM hygiene.

Skills

Driven

Trainable

Dependable

Video interview friendly

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.