Financial Services of America

Independent financial planning and insurance provider

Insurance Client Service Representative

Insurance Sales & AgencyPosted on Nov 11

Full-timeTroy, MI, USA$42k

About the Job

Requirements

Prior customer service experience, including handling client questions, documenting requests accurately, and following through to resolution.
Strong written and verbal communication skills.
Ability to juggle multiple requests, prioritize work, and keep track of details.
Sound judgment and willingness to take ownership of client concerns.
Willingness to obtain Michigan Property & Casualty and Life & Health insurance licenses; the agency covers the cost of obtaining these licenses.

Responsibilities

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.

Desired Qualifications

Experience servicing insurance policies, preparing quotes, or working with insurance carriers.
Independent agency experience.
Sales experience.

Insurance Client Service Representative

Financial Services of America · Troy, United States · Full-time · Posted 2026-11-11

Salary: From USD 42,000

Workplace: on_site

Department: Insurance

Description

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.

Apply today if you enjoy helping people, staying organized, and seeing requests through from the first conversation to the resolution.

Benefits

Benefits

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

Apply

Apply at Financial Services of America

About the Company

Financial Services of America

Independent financial planning and insurance provider

Financial Services of America provides independent financial planning and insurance services in Michigan, offering a full lineup of insurance and investment products and a one-stop shopping experience with discounted access to CPAs, estate attorneys, mortgage experts, and insurance professionals. Its products come from FSA for insurance, AE Financial Services, LLC (AEFS) for securities, and FSA Advisors (FSAA) for investment advisory, with each entity operating separately. The company uses its independence to provide an unbiased, educational approach to personal finance, helping clients understand options and coordinate strategies. The goal is to help clients build holistic financial plans by coordinating advice from multiple professionals and ensuring comprehensive coverage for insurance and investments.

Company size: 11-50
Company stage: Not listed
Total funding: Not listed
Headquarters: Warren, MI
Founded: 1984

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