Client Specialist

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.

Salary Range: $18.00 - $21.00 per hour

Hourly Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Health Insurance

Vision Insurance

Life Insurance

Disability Insurance

Mon-Fri Schedule

Retirement Plan

• 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

• 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

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.

• 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.