The Dalleo Group Insurance
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
ROLE DESCRIPTION:
At The Dalleo Group Insurance, we are looking for a motivated Insurance Account Representative who is eager to contribute to the continued success of our agency. In this role, you’ll engage directly with customers to understand their unique situations, offer coverage solutions that provide real value, and support them with excellent service throughout the process. Your enthusiasm for helping people and your focus on growth will make you a strong fit for our team.
At The Dalleo Group Insurance, we are looking for a motivated Insurance Account Representative who is eager to contribute to the continued success of our agency. In this role, you’ll engage directly with customers to understand their unique situations, offer coverage solutions that provide real value, and support them with excellent service throughout the process. Your enthusiasm for helping people and your focus on growth will make you a strong fit for our team.
This is a great opportunity for someone who enjoys sales, values meaningful connections, and is committed to professional development. Those who excel will find opportunities to take on greater responsibility and advance within the agency.
RESPONSIBILITIES:
- Prospect and connect with potential customers to expand the agency’s reach.
- Provide clear explanations of insurance options, helping customers make informed decisions.
- Nurture long-term relationships through consistent follow-up and customer care.
- Manage customer files accurately and handle policy servicing needs.
QUALIFICATIONS:
- Confident communicator with strong relationship-building skills.
- Background in sales or customer service is preferred but not required.
- Self-motivated, goal-oriented, and eager to achieve results.
- Organized and able to manage multiple tasks effectively.
Compensation: $42,000.00 - $60,000.00 per year
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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)