Client Specialis

Overview

Highstreet Insurance and Financial Services is hiring a Client Manager to provide high-level service and long-term account support for our personal lines clients. This role is 99% service-focused, with expectations for strategic cross-selling and upselling when appropriate. The Client Manager is responsible for managing an assigned book of business, making smart coverage recommendations, identifying opportunities to strengthen accounts, and ensuring clients receive a consistent, professional experience.

• Salary Range: $40,000.00 - $50,000.00 per year
• Annual Base Salary + Bonus Opportunities
• Paid Time Off (PTO)
• Health Insurance
• Vision Insurance
• Life Insurance
• Disability Insurance
• Mon-Fri Schedule
• Retirement Plan
• Tuition Reimbursement

• Prior insurance agency service experience strongly preferred
• Strong understanding of personal lines coverages (Auto/Home/Umbrella)
• Excellent written and verbal communication skills
• High attention to detail and comfort managing multiple moving parts daily
• Ability to make sound, independent decisions using agency guidelines and best practices
• Comfortable recommending coverage improvements and having client-facing conversations
• Strong follow-through, time management, and ownership mindset
• Must speak and write Spanish fluently
• Active P&C license (or ability to obtain quickly)

• Manage and service an assigned book of business with a high level of accuracy, organization, and responsiveness
• Handle policy changes, coverage questions, renewals, re-shops, billing support, and policy reviews
• Review accounts for coverage gaps and make thoughtful recommendations to improve protection
• Cross-sell and upsell additional lines of coverage when it benefits the client (umbrella, renters, scheduled items, etc.)
• Educate clients on coverage options in a clear, confident, and professional way
• Maintain strong documentation and activity logs in the agency management system
• Coordinate with carriers and underwriting on endorsements, renewals, and exceptions
• Resolve service issues and ensure follow-through through completion
• Support agency retention strategies and proactively reduce preventable cancellations

About Us

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.

Why Join Us

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.