Insurance Account Representative

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The Dalleo Group Insurance

Posted 3 months ago

Full Time

City of Poughkeepsie, New York

In Person

Smart Summary

Responsibilities

The representative will prospect for new customers and provide clear explanations of insurance coverage options. They are also responsible for nurturing long-term relationships and managing customer files accurately.

Qualifications

The Insurance Account Representative role at The Dalleo Group Insurance seeks a motivated individual to engage with customers, provide insurance solutions, and deliver excellent service. Strong communication and relationship-building skills are essential, and while sales or customer service experience is preferred, it is not required. The ideal candidate will be self-motivated, goal-oriented, and eager to grow professionally within the agency.

Job Description

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.

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.

T

The Dalleo Group Insurance

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