[Remote] Customer Relations Specialist - Work from Home - Remote
Note: The job is a remote job and is open to candidates in USA. Ondrick Agency is a company in the financial services sector, seeking a Customer Relations Specialist. In this role, you will guide clients through their retirement needs, assess financial requirements, and provide exceptional customer service.
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
Skills
- Motivated, reliable, and eager to learn
- Confident communicator who enjoys helping others
- Organized, proactive, and goal-oriented
- Professional attitude with strong integrity and accountability
- U.S. citizen or permanent resident
Benefits
- Comprehensive training and full support during the onboarding process
- Pre-qualified client leads available — no cold calling required
- Fully remote position with flexible scheduling - work when it works for you
- Mentorship and ongoing professional development
- Opportunities for long-term career growth, leadership, and specialization in financial services
Company Overview