Job Description
A client of Insight Global is seeking a qualified Client Service Specialist to work onsite in their Southfield, MI office.
The Client Service Specialist plays a vital role in supporting clients whose original advisor is no longer active by delivering a high-touch, relationship-driven service experience. This position serves as a primary liaison between clients, advisors, and internal teams, ensuring seamless continuity of service, proactive communication, and operational excellence.
The ideal candidate is an experienced financial services professional with strong interpersonal and communication skills, exceptional attention to detail, and the ability to manage sensitive client interactions with professionalism and empathy. This individual will support client retention efforts, assist with advisor meeting coordination, manage service requests, and help maintain accurate records and workflow efficiency across insurance, annuity, and investment accounts.
Key Responsibilities
Client Relationship Management
Serve as a primary point of contact for client service inquiries via phone and email
Deliver a high-touch client experience through proactive, professional, and timely communication
Build trust and rapport with clients while providing white-glove service and support
Assist clients with account inquiries, policy updates, beneficiary changes, payment questions, and servicing requests
Offer and coordinate detailed policy or account reviews with financial advisors when appropriate
Client Servicing
Support servicing needs for client accounts across insurance, annuity, and investment products
Confirm account ownership and assignment status using internal systems and compliance protocols
Research client information utilizing firm resources and databases
Complete required follow-up paperwork and ensure all servicing activities are documented accurately in Advisor360
Monitor Home Office alerts, conservation opportunities, term conversion notifications, and other client retention initiatives
Assist with account disbursement requests and other account management needs, when appropriately licensed
Advisor & Operational Support
Coordinate advisor meetings, annual reviews, and client follow-ups
Prepare documentation and meeting materials for client appointments
Support Internal Lead Generation Program (ILP) initiatives by assisting with client outreach, scheduling, and required documentation collection
Collaborate with Insurance, Investment, and Operations teams to ensure service continuity and workflow alignment
Track client activity, meeting notes, and servicing updates within CRM systems
Assist with reassignment workflows and service coordination for transitioned client relationships
Administrative & Compliance Responsibilities
Maintain accurate and compliant client records and documentation
Ensure adherence to compliance, authentication, and confidentiality standards
Monitor and respond to Home Office notifications and service requests in a timely manner
Support operational efficiency through organization, prioritization, and proactive follow-through
Compensation: $50-55k.
Exact compensation may vary based on several factors, including skills, experience, and education.
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Skills and Requirements
3 - 5 years of experience in the financial services required
Experience supporting insurance, annuity, and/or investment clients strongly preferred
Michigan Life & Health License preferred
SIE, Series 7, and Series 63 or 66 required
Experience with Advisor360 or similar CRM/client management systems preferred
Ability to work in a fast-paced, client-focused environment with professionalism and discretion
