Office Representative

The Dalleo Group Insurance; City of Poughkeepsie (NY); On-site; USD 35,000 - 70,000; 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

A local insurance agency in Poughkeepsie is seeking a customer-focused individual to join their team. The role involves establishing customer relationships, educating clients about insurance options, and developing leads for services. Ideal candidates will have strong communication skills, an interest in marketing, and the ability to work well in a team environment. The position offers competitive salary, flexible scheduling, and benefits including licensing support and training opportunities.

Qualifications

• Interest in marketing products and services based on customer needs.
• Strong communication skills are essential.
• Experience in customer relations is preferred.
• Detail oriented.
• Proactive in problem-solving.
• Able to learn computer functions.
• Ability to work in a team environment.

Responsibilities

• Establish customer relationships and follow up with customers, as needed.
• Educate customers about insurance options.
• Develop leads, schedule appointments, and market products.

Skills

Excellent communication skills - written, verbal, and listening

People-oriented

Detail oriented

Proactive in problem-solving

Able to learn computer functions

Ability to work in a team environment

Job description

Benefits

• Licensing paid by agency
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Training & development

Position Overview

Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for an insurance agent may be the career for you!

Responsibilities

• Establish customer relationships and follow up with customers, as needed.
• Use a customer-focused, needs-based review process to educate customers about insurance options.
• Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.

Requirements

• Interest in marketing products and services based on customer needs
• Excellent communication skills - written, verbal, and listening
• People-oriented
• Detail oriented
• Proactive in problem-solving
• Able to learn computer functions
• Ability to work in a team environment