Account Representative

The Dalleo Group Insurance

Account Representative

Poughkeepsie, NY
Full Time
Paid
  • Responsibilities

    Benefits:

    Licensing paid by agency

    Bonus based on performance

    Competitive salary

    Flexible schedule

    Opportunity for advancement

    Paid time off

    Training & development

    We’re looking for a friendly, dependable, and motivated professional to join our team in a role that blends customer service with sales. This position is ideal for someone who enjoys helping people, building relationships, and identifying opportunities to provide the right coverage.

    You’ll work closely with our customers to handle service needs, answer questions, and recommend additional products when appropriate. If you’re someone who likes variety in your day and wants to grow your career in insurance, this could be a great fit.

    Responsibilities:

    Assist customers with policy changes, billing questions, and general service needs

    Identify coverage gaps and recommend appropriate insurance products

    Follow up on quotes, renewals, and cross-sell opportunities

    Build strong, long-term relationships with customers

    Maintain accurate and organized customer records

    Support overall office goals through both service and sales efforts

    Qualifications:

    Willingness to obtain required licenses (agency will cover licensing costs)

    Customer service or sales experience preferred

    Strong communication and relationship-building skills

    Positive attitude and strong attention to detail

    Coachable and eager to learn

    What We Offer:

    Flexible, supportive work environment

    Licensing paid by the agency

    Base pay plus commission opportunities

    Ongoing training and development

    Opportunities for advancement within the agency

    If you’re looking for a role where you can help customers, grow your skills, and build a long-term career with a team that values flexibility and support, we’d love to connect with you.