Customer Service and Sales Representative

Fitzsimmons Insurance Services Inc.; Van Alstyne (TX); On-site; USD 34,000 - 48,000; Full time

Benefits offered by this job

Licensing covered

Performance bonus

Competitive salary

Dental insurance

Flexible schedule

Advancement opportunity

Paid time off

Training

Vision insurance

Job summary

Fitzsimmons Insurance Services Inc. in Van Alstyne, TX, seeks a Customer Service Representative to be a key contact for clients, delivering accurate information and a positive customer experience.

You will respond to inquiries by phone and email, assist with policy changes and renewals, explain coverage details, and help resolve issues with empathy in a collaborative team that emphasizes coaching and professional growth.

Qualifications

• Excellent communication skills - written, verbal, and listening.
• People-oriented and detail oriented.
• Proactive in problem solving and able to learn computer functions.
• Able to work in a team environment.
• Prior Allstate experience preferred.

Responsibilities

• Establish customer relationships and follow up with customers, as needed.
• Respond promptly to customer inquiries via phone and email.
• Provide information about insurance policies, coverage details, and claims processes.
• Assist clients with policy changes, updates, and renewals.
• Investigate and resolve customer issues or concerns with empathy and professionalism.
• Use a customer-focused, needs-based review process to educate customers about insurance options.

Skills

Communication skills

Teamwork

Detail oriented

Problem solving

Computer literacy

Allstate exp

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.

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.

Position Overview:

As a 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
• Prior Allstate experience preferred