Customer Service Representative - Work from Home - No Experience Necessary

Ondrick Agency is a company focused on guiding clients through their life insurance and retirement needs. In this role, you will assess clients' financial needs, provide expert recommendations, and deliver exceptional customer service while developing long-term 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
• Must enjoy thriving in an environment pivoting between different roles

Requirements:

• Great with people and ready to build long-term relationships
• Organized and dependable
• Enjoy connecting with others
• Ability to manage a portfolio of client accounts
• Ability to follow up with warm leads
• Ability to build trust and maintain ongoing relationships with clients
• Willingness to work closely with a supportive team
• Participation in mentorship and training programs
• Enjoy thriving in an environment pivoting between different roles