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Dalleo Group
Poughkeepsie, NY | Full Time
$53k-71k (estimate)
1 Week Ago
Dalleo Group
Poughkeepsie, NY | Full Time
$46k-58k (estimate)
2 Weeks Ago
Dalleo Group
Poughkeepsie, NY | Full Time
$45k-57k (estimate)
2 Months Ago
Account Associate
Dalleo Group Poughkeepsie, NY
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$53k-71k (estimate)
Full Time 1 Week Ago
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Dalleo Group is Hiring an Account Associate Near Poughkeepsie, NY

Job Description

Job Description
Benefits/Perks:
  • Paid time off (vacation and/or sick days)
  • Growth potential
  • Hourly pay plus commission/bonus
Position Overview:
As an Insurance Customer Service Representative , you will be a key point of contact for our clients, providing timely and accurate information while ensuring a positive customer experience. This role involves addressing inquiries, resolving issues, and offering support on a variety of insurance-related matters.
Responsibilities:
  • Establish customer relationships and follow up with customers, as needed.
  • Responding promptly to customer inquiries via phone and email.
  • Providing information about insurance policies, coverage details, and claims processes.
  • Assisting clients with policy changes, updates, and renewals.
  • Investigating and resolving customer issues or concerns with empathy and professionalism.
  • Use a customer-focused, needs-based review process to educate customers about insurance options.
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

Job Summary

JOB TYPE

Full Time

SALARY

$53k-71k (estimate)

POST DATE

05/03/2024

EXPIRATION DATE

05/16/2024

Show more

Dalleo Group
Full Time
$46k-58k (estimate)
2 Weeks Ago
Dalleo Group
Full Time
$45k-57k (estimate)
2 Months Ago

The following is the career advancement route for Account Associate positions, which can be used as a reference in future career path planning. As an Account Associate, it can be promoted into senior positions as an Insurance Senior Broker that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Account Associate. You can explore the career advancement for an Account Associate below and select your interested title to get hiring information.

If you are interested in becoming an Account Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become an Account Associate for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Account Associate job description and responsibilities

Monitoring all the accounts for delayed payments and debts following up with the client for overdue payments.

01/17/2022: Bellingham, WA

The accounting associate may be required to converse regularly with co-workers, supervisors, managers and other personnel.

01/10/2022: Fargo, ND

Support Account Managers on renewals and cross-sell opportunities by working closely with them to execute on territory and account plans to achieve strategic development.

02/12/2022: Charleston, SC

Manage key wholesale accounts - organize and conduct sales appointments for the brand.

02/01/2022: Cincinnati, OH

Responds directly to simple and moderately difficult client questions and requests, and solicits assistance from Account Manager as needed.

01/31/2022: Saginaw, MI

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Account Associate jobs

Responsible for processing all payable and receivable transactions on behalf of the client with 70% of the support being done over the phone, thus excellent communication skills is a must.

01/16/2022: Philadelphia, PA

Don’t be afraid to ask questions and try to work on as many diverse accounts as possible.

02/23/2022: Saint Petersburg, FL

Conduct research on the employer, hiring manager, and job opportunity.

01/20/2022: High Point, NC

Approach the Wholesale Portal cautiously.

02/04/2022: Kansas City, KS

Build an optimized Account Associate resume quickly and easily using relevant skills like excellent communication skills, customer service。

02/18/2022: Orlando, FL

Step 3: View the best colleges and universities for Account Associate.

Florida Southern College
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University of Notre Dame
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Canisius College