Client Specialist-Personal Insurance

Job Description

Job Overview

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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.

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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.

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Salary Range: $18.00 - $24.00 per hour

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Benefits

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Hourly Base Salary + Bonus Opportunities

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Paid Time Off (PTO)

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Health Insurance

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Dental Insurance

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Vision Insurance

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Life Insurance

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Disability Insurance

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Mon-Fri Schedule

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Career Growth Opportunities

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Retirement Plan

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Requirements

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Prior insurance agency, customer service, or admin experience

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Familiarity with Applied Epic

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NC license or willingness to become licensed

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Strong attention to detail and ability to follow processes consistently

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Organized, reliable, and able to manage routine tasks without cutting corners

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Comfortable handling repetitive work and staying focused throughout the day

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Clear communication skills (written and verbal)

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Ability to prioritize tasks and work efficiently in a structured environment

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Basic computer skills and ability to learn agency systems quickly

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Responsibilities

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Process routine service requests such as:

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• Policy updates and changes (address, vehicle, driver, mortgagee, etc.)
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• Evidence of insurance / ID cards / certificates
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• Billing support and basic account questions
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Assist with sending and tracking required forms and signatures

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Document all activity clearly and accurately in the agency management system

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Follow established workflows, procedures, and service standards

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Review tasks for completeness and request missing information when needed

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Support the service and sales teams with administrative follow-up items

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Maintain a professional and helpful client experience through email and phone communication

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Remote Type:

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No

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Job Type:

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Full-Time

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Job Category:

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Insurance Sales

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About Us

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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.

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Why Join Us

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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.