Insurance Account Representative

F

Fitzsimmons Insurance Services Inc.

Posted 5 months ago

Full Time

Van Alstyne, Texas

In Person

Smart Summary

Responsibilities

The role involves developing new business through lead generation and referrals while recommending appropriate insurance coverage to customers. It also requires building lasting client relationships and maintaining accurate policy records.

Qualifications

You have strong interpersonal and communication skills with a driven, goal-oriented approach to sales. Previous experience in sales or customer service is helpful, and you are able to stay organized and manage multiple responsibilities effectively.

Must Have Skills for ATS

lead generation

sales coaching

Job Description

Benefits:
  • Licensing paid by agency
  • Bonus based on performance
  • Competitive salary
  • Dental insurance
  • Flexible schedule
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • Vision insurance
ABOUT OUR AGENCY:
Our agency is built around growth, strong coaching, and a positive team culture. We’re passionate about helping our team members succeed while also maintaining a healthy work-life balance, especially around important family events.

We offer dental and vision coverage for employees and their families, a 401(k), licensing support, and access to extensive training and nationally recognized sales coaching. Our team participates in daily coaching meetings and weekly one-on-one development to help everyone continuously improve.

We also invest in quality leads for our sales team so they can focus on meaningful conversations with customers rather than relying heavily on cold calling.

Our culture is upbeat and supportive, with company promotions, team-building events, travel opportunities, retreats, and celebrations throughout the year. We truly care about our team’s professional success and personal well-being, and we’re looking for someone who wants to grow in a positive, high-performing environment.

ROLE DESCRIPTION:
Joining Fitzsimmons Insurance Services Inc. as a Insurance Account Representative means becoming an essential part of a growing and customer-focused insurance agency. Your initiative, people skills, and ability to connect with customers will help strengthen our presence in the community. This position is ideal for someone who enjoys uncovering customer needs, presenting thoughtful insurance solutions, and working toward clear sales objectives.

This opportunity allows you to pair strong communication with a results-driven approach while building meaningful relationships with customers. You’ll expand your professional skills while supporting the agency’s long-term success. We’re looking for motivated individuals who are ready to contribute and grow within our agency.

RESPONSIBILITIES:
  • Seek out and develop new business through lead generation and referrals.
  • Explain insurance options in a clear and supportive way, recommending coverage that fits customer needs.
  • Build lasting customer relationships with consistent outreach and personalized service.
  • Keep records accurate and up to date while managing policy adjustments.
QUALIFICATIONS:
  • Strong interpersonal and communication skills.
  • Previous experience in sales or customer service is helpful.
  • Driven by goals and energized by achieving measurable success.
  • Able to stay organized and handle multiple responsibilities effectively.

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Fitzsimmons Insurance Services Inc.

While crop insurance is what FitzSimmons Insurance started with in 1987, the FitzSimmons family soon recognized their farming community's need as being so much greater. Now, FitzSimmons Insurance can service all life, personal/commercial property and liability, along with the crop and livestock insurance. We provide service with care and integrity, along with the convenience of working with a single agency.
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