Client Specialist

Highstreet Insurance & Financial Services; Chapel Hill (NC); Vor Ort; USD 24.796 - 28.929; Teilzeit

Benefits dieser Stelle

Paid Time Off

Health Insurance

Vision Insurance

Life Insurance

Disability Insurance

Retirement Plan

Zusammenfassung

An insurance agency in Chapel Hill is seeking a dependable Client Specialist to support the insurance team with daily service tasks. This role involves processing routine service requests and keeping client files up to date. Ideal candidates will have customer service experience, strong attention to detail, and be organized. The position offers an hourly wage between $18.00 and $21.00 along with benefits such as health insurance and paid time off.

Qualifikationen

• Prior insurance agency, customer service, or admin experience.
• NC license or willingness to become licensed.
• Comfortable handling repetitive work and staying focused.

Aufgaben

• Process routine service requests like policy updates.
• Assist with sending and tracking required forms.
• Document all activity clearly in the management system.

Kenntnisse

Customer service experience

Attention to detail

Organizational skills

Clear communication skills

Basic computer skills

Tools

Applied Epic

Jobbeschreibung

We’re looking for a dependable, detail-oriented Client Specialist to support our insurance team with routine, day-to-day service tasks. This is an hourly, non-exempt role designed for someone who thrives on consistency, follow-through, and staying organized.

You’ll play a key role in keeping our service process moving efficiently by handling standard servicing requests, documenting activity accurately, and ensuring client files stay up to date.

Salary Range: $18.00 - $21.00 per hour

Hourly Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Vision Insurance

Life Insurance

Disability Insurance

Mon-Fri Schedule

Retirement Plan

Requirements

• Prior insurance agency, customer service, or admin experience
• Familiarity with Applied Epic
• NC license or willingness to become licensed
• Strong attention to detail and ability to follow processes consistently
• Organized, reliable, and able to manage routine tasks without cutting corners
• Comfortable handling repetitive work and staying focused throughout the day
• Clear communication skills (written and verbal)
• Ability to prioritize tasks and work efficiently in a structured environment
• Basic computer skills and ability to learn agency systems quickly

Responsibilities

• Process routine service requests such as:
  • Policy updates and changes (address, vehicle, driver, mortgagee, etc.)
  • Evidence of insurance / ID cards / certificates
  • Billing support and basic account questions
• Assist with sending and tracking required forms and signatures
• Document all activity clearly and accurately in the agency management system
• Follow established workflows, procedures, and service standards
• Review tasks for completeness and request missing information when needed
• Support the service and sales teams with administrative follow-up items
• Maintain a professional and helpful client experience through email and phone communication

About Us

Highstreet Insurance and Financial Services is a growing agency built on high standards, strong processes, and genuine care for our clients. We support both personal insurance and financial services, and we’re committed to creating a workplace where people are respected, trained well, and empowered to do good work.

Why Join Us

• Highstreet offers a stable environment, training, and room to grow. If you bring a strong work ethic and attention to detail, we’ll give you the tools and support to build a long-term career in insurance and financial services. We value team members who take ownership, communicate clearly, and care about doing things correctly.