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Account Representative

Company:
The Dalleo Group Insurance
Location:
Poughkeepsie, NY, 12601
Pay:
42000USD - 60000USD per year
Posted:
March 17, 2026
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Description:

Job Description

Benefits:

Licensing paid by agency

Bonus based on performance

Competitive salary

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Were 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.

Youll work closely with our customers to handle service needs, answer questions, and recommend additional products when appropriate. If youre 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 effortsQualifications:

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 learnWhat 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 agencyIf youre 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, wed love to connect with you.

Full-time

Hybrid remote

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