Client Specialist

Highstreet Insurance and Financial Services; Henderson (NC); On-site; USD 25,000 - 34,000; Part time

Benefits offered by this job

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Tuition Reimbursement

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Job summary

Highstreet Insurance and Financial Services is seeking a dependable Client Specialist to support daily insurance service tasks in a structured, hourly, non-exempt role in Henderson, NC. You will handle routine service requests, document activity, and ensure client files remain up to date, while maintaining a professional client experience over email and phone.

The role requires prior insurance agency or admin experience, familiarity with Applied Epic, and a willingness to become licensed in NC.

Qualifications

• Prior insurance agency, customer service, or administrative 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.
• Clear communication skills (written and verbal).

Responsibilities

• Process routine service requests such as policy updates and changes (address, vehicle, driver, mortgagee, etc.).
• Provide billing support and handle 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.

Skills

Attention to detail

Organized

Clear communication

Following processes

Education

NC insurance license (or willingness to obtain)

Tools

Applied Epic

Job description

Job Description

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.

Benefits

• Paid Time Off (PTO)
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Disability Insurance
• Tuition Reimbursement
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan

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

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