The Dalleo Group Insurance
Account Representative
Full Time • Poughkeepsie
Responsive recruiter
Replies within 24 hours
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.
Compensation: $42,000.00 - $60,000.00 per year
(if you already have a resume on Indeed)
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Career advancement in a growing field
With more than 400,000 job openings in the next five years across the U.S., the insurance industry offers a huge opportunity for employment and career advancement. Plus, the industry continues to evolve and provide new careers paths in sales, customer service, analytics, digital marketing, technology, and more. (Source: investprogram.org)
Flexibility
Insurance can give you a rewarding career and well-rounded life with jobs that are not only fulfilling but may offer flexible schedules and great office culture. In a U.S News and World Report article featuring 'Best Jobs of 2020,' Insurance Agent ranked #2 on their 'Sales & Marketing Jobs' list. (Source: investprogram.org)
Make a Difference
Independent agents are pillars in their communities and active in local organizations, sponsoring sporting teams or supporting charities. Insurance offers you the chance to make a career out of helping individuals when they suffer a loss and need assistance. (Source: investprogram.org)
Job Security
Things change but insurance is here to stay. People will always need it for their car, home, business, travel, and more. The insurance industry touches all aspects of life - and that will not change. (Source: investprogram.org)