Insurance Client Services Specialist | Detail-Oriented

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

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