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.

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

Process routine service requests such as:

• Policy updates and changes (address, vehicle, driver, mortgagee, etc.)
• Evidence of insurance /  / 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