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. Benefits Paid Time Off (PTO) Health Insurance Dental Insurance Vision Insurance Life Insurance Disability Insurance Tuition Reimbursement Mon‑Fri Schedule Career Growth Opportunities Retirement Plan 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 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 #J-18808-Ljbffr The Juris Agency