What are the responsibilities and job description for the Account Representative (Entry Level) position at FBSPL?
Overview
We’re recruiting on behalf of a client in Frisco looking to hire an in-office Account Representative. This role works directly with individuals, families, and small businesses to help them understand their benefit options, review coverage needs, and choose the right plan. You’ll handle warm leads, client conversations, and follow-ups while working closely with a supportive team.
What You’ll Do
• 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
What Helps You Succeed
• You enjoy talking with people and building rapport
• You’re comfortable in a goal-driven environment
• You take coaching well and like working within a supportive team
• You stay organized and follow structured processes
• You’re local to Frisco and able to work fully in-office
Training & Support
The office provides hands-on training, mentorship, and daily support. You’ll receive
guidance on product knowledge, conversation flow, and best practices for meeting client
needs effectively.
Compensation & Benefits
• Competitive performance-based income structure
• Weekly incentives and bonuses
• Opportunities for advancement as you gain experience
Preferred Qualifications
• Customer-facing experience in any industry is helpful but not required
• Strong communication skills
Salary : $65,000 - $80,000