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.