Customer Relationship Management Specialist - Remote - Work from Home

Ondrick Agency is a client-focused team in the life insurance and financial services industry, seeking a CRM Specialist to help families protect what matters most. The role involves conducting virtual consultations, recommending personalized insurance solutions, and providing ongoing support to clients throughout the insurance process.

Responsibilities:

• Conduct virtual consultations with clients to assess their life insurance and financial protection needs
• Recommend personalized insurance solutions using our network of top-rated carriers
• Guide clients through the application and coverage process, ensuring clarity and understanding
• Provide ongoing support and relationship management for clients
• Maintain accurate records and adhere to regulatory and compliance requirements
• Collaborate with your team and management to meet professional goals

Requirements:

• Background in customer service
• Ability to conduct virtual consultations with clients
• Skills to recommend personalized insurance solutions
• Capability to guide clients through the application and coverage process
• Ability to provide ongoing support and relationship management for clients
• Skills to maintain accurate records and adhere to regulatory and compliance requirements
• Ability to collaborate with team and management to meet professional goals
• Desire to exceed personal expectations
• Seeking to increase income or achieve financial freedom
• Value mentorship, community, and professional growth
• Interest in flexible hours and control over schedule