Customer Service Representative - Work from Home

Ondrick Agency is seeking a Customer Service/Sales Representative to help clients navigate their life insurance and retirement needs. In this role, you will manage client accounts, provide expert recommendations, and deliver exceptional customer service while building lasting relationships.

Responsibilities:

• Manage a portfolio of client accounts, helping families and individuals choose the right life insurance coverage
• Follow up with warm leads — no cold calling required
• Build trust and maintain ongoing relationships with clients
• Work closely with a supportive team that helps you develop and grow
• Participate in mentorship and training programs to continually strengthen your skills

Requirements:

• Possess a genuine willingness to learn, be resourceful, and coachable
• Be a great self-starter with a sense of urgency
• Prioritize follow-through and follow-up, especially when multitasking
• Excellent Communication/interpersonal skills
• Professional phone etiquette
• Great customer service skills
• Motivated