Rimmer Insurance Agency · 18 hours ago
Client Specialist
Chapel Hill, NC
Full-time
Onsite
New Grad, Entry Level
$18/hr - $21/hrHighstreet Insurance & Financial Services is a growing agency committed to high standards and genuine care for clients. They are seeking a dependable Client Specialist to support their insurance team with routine service tasks, ensuring efficient service processes and accurate documentation.
Auto InsuranceCommercial InsuranceFinancial ServicesInsuranceLife InsuranceRisk Management
Hiring Manager
Kristie Berdecia
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
Qualification
Required
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
Benefits
Hourly Base Salary + Bonus Opportunities
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Company
Rimmer Insurance Agency
Rimmer Insurance Agency is owned and operated by Principal Agent Dale Rimmer.
Founded in 1979
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase