Insurance Services & Sales Specialist

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

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.