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