Account Representative

The Dalleo Group Insurance; City of Poughkeepsie (NY); On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

Flexible work environment

Licensing paid by the agency

Base pay plus commission

Ongoing training and development

Opportunities for advancement

Job summary

A local insurance agency in Poughkeepsie is seeking a motivated professional to join their team. This role combines customer service with sales, focusing on assisting clients, identifying their insurance needs, and building lasting relationships. Ideal candidates will possess strong communication skills, a positive attitude, and a willingness to learn, with prior customer service or sales experience preferred. The agency offers a flexible work environment, agency-paid licensing, a base salary with commission opportunities, and ongoing training and advancement opportunities.

Qualifications

• Willingness to obtain required licenses with agency covering costs.
• Preferred experience in customer service or sales.
• Strong communication and relationship-building skills.

Responsibilities

• Assist customers with policy changes, billing, and service needs.
• Identify coverage gaps and recommend insurance products.
• Follow up on quotes and renewals, and cross-sell opportunities.
• Build strong, long-term customer relationships.
• Maintain accurate customer records.
• Support overall office goals through service and sales.

Skills

Customer service experience

Sales experience

Strong communication skills

Relationship-building skills

Attention to detail

Willingness to learn

Job description

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.