Insurance Account Representative

The Dalleo Group Insurance; City of Poughkeepsie (NY); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Licensing paid by agency

Bonus based on performance

Competitive salary

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Job summary

An insurance agency in Poughkeepsie is seeking a motivated Insurance Account Representative to engage with customers, understand their needs, and provide tailored coverage solutions. This role emphasizes relationship-building and sales skills, offering a platform for professional development. Successful candidates will manage customer files, explain insurance options effectively, and nurture long-term relationships. The position is supported with training and competitive benefits.

Qualifications

• Strong communication skills and relationship-building abilities are essential.
• Sales or customer service experience is preferred but not required.
• Must be self-motivated and goal-oriented.

Responsibilities

• Prospect and connect with potential customers.
• Explain insurance options clearly to customers.
• Nurture long-term customer relationships through follow-up.
• Manage customer files accurately and handle policy servicing.

Skills

Confident communicator

Relationship-building skills

Sales background

Customer service experience

Self-motivated

Goal-oriented

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.