Insurance Client Support Specialist

Posted 6 Days Ago
Be an Early Applicant
Troy, MI, USA
In-Office
42K-52K Annually
Entry level
Insurance • Financial Services
The Role
Develop insurance quotes, manage the sales pipeline, service existing clients, resolve customer issues, maintain records, explain insurance products, and build strong customer relationships. The role covers auto, home, life, and health insurance and includes employer-paid licensing support.
Summary Generated by Built In

Job type

  • Full-time

Pay

  • $800/week unlicensed
  • $1,000/week when licensed

Workplace

  • In-Office/On Site

Full job description:

FSA Insurance Agency is seeking to grow its team with dedicated professionals who can connect with customers on a personal level, address needs, maintain and grow the business.

Responsibilities:

  • Develop insurance quotes (auto, home, life, and health) for current and potential customers
  • Manage office sales pipeline of potential business opportunities
  • Service existing book of business
  • Address customer inquiries and troubleshoot issues and concerns
  • Document and update customer records
  • Provide information regarding insurance products and services offered
  • Provide prompt, accurate, and friendly customer service
  • Establish and maintain customer relationships

Requirements:

  • Critical thinker with the ability to multitask and solve problems
  • Excellent verbal and written communication skills
  • Strong interpersonal skills
  • Motivated problem solver
  • Sales experience preferred but not required
  • Willingness to obtain Property & Casualty, Life, and Health Licenses (paid for by employer)

 
Benefits:

  • Competitive Base Salary
  • Health Benefits
  • 401k
  • Paid Time Off
  • Paid Holidays
  • Paid Licensing & License Renewal Reimbursement

Skills Required

  • Critical thinking and multitasking ability
  • Problem-solving ability
  • Excellent verbal and written communication skills
  • Strong interpersonal skills
  • Willingness to obtain Property and Casualty, Life, and Health insurance licenses
  • Sales experience
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The Company
HQ: Troy, MI
64 Employees
Year Founded: 1984

What We Do

Financial Services of America (also known as FSA) is one of the largest independent financial planning and insurance firms in Michigan. Unlike most traditional insurance agencies and brokerage firms that generally have a limited array of products and services to offer, FSA capitalizes on its independent status to offer an unbiased, educational approach to provide strategies for consumers financial concerns. In additional to providing a full line-up of insurance and investment products, FSA also provides access to CPA's, estate planning attorneys, mortgage professionals and home and auto insurance professionals at steep discounted rates to truly create a unique, one-stop shopping experience. Insurance products are offered through the insurance business Financial Services of America (FSA). Financial Services of American (FSA) is also a Financial Services practice that offers securities products and services through AE Financial Services, LLC (AEFS), member FINRA/SIPC. Financial Services of America (FSA) is also an Investment Advisory practice that offers investment advisory products and services through FSA Advisors (FSAA), a Registered Investment Advisor. AEFS and FSAA do not offer insurance products. The insurance products offered by Financial Services of America (FSA) are not subject to regulatory requirements and standards of care applicable to registered representatives and are not subject to investment advisory requirements. AEFS, FSAA and FSA are not affiliated companies. Financial Services of America (FSA) advisors may refer you to local CPAs for tax services (including our business partnership with FSA Tax & Accounting) and attorneys for estate planning services (including our strategic partnership with Benjamin T. Vader, PLLC), if needed, to coordinate and collaborate with you and your advisor on your holistic financial plan (with proper, written authorization). 2748667- 4/23.

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