FBSPL · 23 hours ago
Account Representative (Entry Level)
FBSPL is recruiting on behalf of a client in Fort Worth looking to hire an in-office Account Representative. This role involves working directly with individuals, families, and small businesses to help them understand their benefit options and choose the right plan.
Responsibilities
Speak with prospective clients to understand their insurance needs
Walk customers through available plan options in a clear, simple way
Manage a steady pipeline of follow-ups and ongoing outreach
Maintain accurate notes and activity tracking in the CRM
Participate in team training, coaching sessions, and in-office meetings
Work toward weekly and monthly performance goals with guidance from leadership
Qualification
Required
Ability to speak with prospective clients to understand their insurance needs
Ability to walk customers through available plan options in a clear, simple way
Ability to manage a steady pipeline of follow-ups and ongoing outreach
Ability to maintain accurate notes and activity tracking in the CRM
Participation in team training, coaching sessions, and in-office meetings
Ability to work toward weekly and monthly performance goals with guidance from leadership
Enjoy talking with people and building rapport
Comfortable in a goal-driven environment
Ability to take coaching well and like working within a supportive team
Stay organized and follow structured processes
Local to Frisco and able to work fully in-office
Preferred
Customer-facing experience in any industry is helpful but not required
Strong communication skills
Benefits
Competitive performance-based income structure
Weekly incentives and bonuses
Opportunities for advancement as you gain experience
Company
FBSPL
FBSPL is a BPM consulting firm that assists businesses globally with unique and custom business process solutions.
Funding
Current Stage
Late StageRecent News
2025-09-12
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