Insurance Client Service Representative

Financial Services of America; City of Troy (NY); Vor Ort; USD 38.000 - 54.000; Vollzeit

Benefits dieser Stelle

401(k) company plan

Healthcare insurance plan

Training and ongoing coaching

Zusammenfassung

FSA Insurance Agency in Troy, Michigan is seeking a Client Support Specialist to assist clients with insurance questions, policy updates, and quotes. You will work with both current and prospective clients, support our agents, and keep new business moving with timely follow-ups.

You’ll respond to inquiries, help with policy changes, and prepare quotes once licensed. The role requires clear communication, accuracy in records, and ownership of client concerns.

Qualifikationen

• Prior customer service experience with accurate request documentation.
• Willingness to obtain Michigan Property & Casualty and Life & Health licenses; agency covers costs.
• Strong written and verbal communication; detail-oriented and organized.
• Sales experience is a plus; open to new insurance entrants.

Aufgaben

• Respond to client questions and follow through until issues are resolved.
• Support clients with policy updates and day-to-day service requests.
• Prepare quotes for home, auto, life, and health insurance once licensed.
• Track new business opportunities and follow up on quotes and requests.
• Maintain accurate client records of conversations and actions.
• Explain insurance products and services clearly to clients.

Kenntnisse

Customer service

Written communication

Verbal communication

Multitasking

Ownership mindset

Licensing willingness

Jobbeschreibung

Client Support Specialist – Insurance
FSA Insurance Agency · Troy, Michigan · Full-time, on-site

FSA Insurance Agency is hiring a Client Support Specialist to help clients with their insurance questions, policy updates, and quotes. You’ll work with both current and prospective clients, support our agents, and keep new business opportunities moving by making sure each client gets a timely follow-up.

What you’ll do

• Respond to client questions, research concerns, and follow through until each issue is resolved.
• Support existing clients with policy updates and other day-to-day service requests.
• Prepare home, auto, life, and health insurance quotes once licensed.
• Track new business opportunities and follow up on open quotes and client requests.
• Keep client records accurate and up to date, including conversations, policy changes, and next steps.
• Explain the agency’s insurance products and services in clear, straightforward language.

What we’re looking for

• Required: Prior customer service experience, including handling client questions, documenting requests accurately, and following through to resolution.
• Preferred: Experience servicing insurance policies, preparing quotes, or working with insurance carriers. Independent agency experience is a plus.
• Strong written and verbal communication skills.
• The ability to juggle multiple requests, prioritize your work, and keep track of details.
• Sound judgment and a willingness to take ownership of client concerns.
• Willingness to obtain Michigan Property & Casualty and Life & Health insurance licenses. FSA Insurance Agency covers the cost of obtaining these licenses.
• Sales experience is a plus. We welcome applicants who are new to insurance and interested in becoming licensed.

Benefits

• 401(k) company plan
• Healthcare insurance plan
• Training and ongoing coaching from experienced agents and team leads.