Client Specialist-Personal Insurance

Highstreet Insurance & Financial Services; Chapel Hill (NC); On-site; USD 25,000 - 33,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Health Insurance

Vision Insurance

Life Insurance

Disability Insurance

Retirement Plan

Mon-Fri Schedule

Job summary

Highstreet Insurance and Financial Services in Chapel Hill is seeking a dependable Client Specialist to support our local insurance team with routine, day-to-day service tasks in an hourly, non-exempt role. You’ll handle standard servicing requests, document activity clearly, and ensure client files stay up to date, contributing to smooth service workflows and a professional client experience.

This position offers PTO, health, vision, life, and disability insurance, a retirement plan, and a

Qualifications

• 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.
• Clear communication skills (written and verbal).
• Ability to prioritize tasks and work efficiently in a structured environment.

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.

Skills

Attention to detail

Organized

Communication skills

Ability to follow processes

Education

NC license

Tools

Applied Epic

Job description

We’re looking for a dependable, detail-oriented Client Specialist to support our Chapel Hill 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 - $24.00 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

Remote Type:

No

Job Type:

Full-Time

Job Category:

Insurance Sales

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.