Account Representative

The Dalleo Group Insurance

Poughkeepsie, NY

JOB DETAILS
SKILLS
Administrative Skills, Billing, Communication Skills, Cross-Selling, Customer Relations, Customer Support/Service, Detail Oriented, Insurance, Licensing, Organizational Skills, Resolve Customer Issues, Sales, Training/Teaching
LOCATION
Poughkeepsie, NY
POSTED
10 days ago
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.

About the Company

T

The Dalleo Group Insurance