More jobs:
Account Representative
Job in
City of Poughkeepsie, Poughkeepsie, Dutchess County, New York, 12601, USA
Listed on 2026-02-21
Listing for:
The Dalleo Group Insurance
Full Time
position Listed on 2026-02-21
Job specializations:
-
Sales
Customer Success Mgr./ CSM, Account Manager
Job Description & How to Apply Below
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
- 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
- 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.
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×