Client Specialist

The Juris Agency; Roanoke Rapids (NC); On-site; USD 25,000 - 30,000; Full 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

The Juris Agency in Roanoke Rapids, NC is seeking a dependable Client Specialist to support our insurance team with routine service tasks. This hourly, non-exempt role focuses on consistency, follow-through, and staying organized, handling standard servicing requests and keeping client files up to date.

You will document activity in the agency management system, follow workflows, assist with forms and signatures, and support service and sales teams with administrative follow-up while delivering

Qualifications

• Experience in an insurance agency, customer service, or admin role.
• Familiarity with Applied Epic software.
• NC insurance license or willingness to become licensed.
• Strong attention to detail and ability to follow processes.
• Organized, reliable, and able to manage routine tasks.
• Clear written and verbal communication.

Responsibilities

• Process routine service requests (policy updates, IDs, certificates).
• Handle billing support and basic account questions.
• Document activity clearly in the agency management system.
• Follow established workflows and service standards.
• Support service and sales teams with administrative follow-up.

Skills

Attention to detail

Organized

Strong communication

Customer service

Administrative tasks

Education

NC insurance license

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