Customer Success Manager - Work from Home - Remote

Ondrick Agency is an independent financial services organization that partners with top-rated insurance carriers to help families protect their future. They are seeking a Customer Success/Sales Manager who will guide individuals and families through important financial protection decisions while maintaining long-term client relationships.

Responsibilities:

• Connect with individuals and families who have requested information about life insurance coverage
• Help clients understand their options and select coverage that fits their needs
• Maintain ongoing client relationships through consistent follow-up and service
• Work with a supportive, remote team that provides structured training and ongoing development
• Participate in professional development and skill-building sessions

Requirements:

• Enjoys working with people
• Values building trust-based relationships
• Dependable
• Organized
• Motivated to grow in a professional services environment