L
Agency Support Specialist
leavitt
Yadkinville · NC · us
Full-time
1d ago
79%
Strong
Job description
The Leavitt Elite Insurance Advisors, a Leavitt Group affiliate is looking for an Agency Support Specialist to join our team and help deliver a positive experience for both our clients and agency staff.
This role is perfect for someone who enjoys helping others, staying organized, and being part of a busy team environment. You'll be the first point of contact for many of our clients, assisting with phone calls, payments, policy documents, billing questions, and other day-to-day support that helps keep the agency running smoothly.
What You'll Do
- Answer and route incoming calls for multiple agency locations in a professional and friendly manner.
- Welcome and assist walk-in clients with their insurance service needs.
- Process payments and assist clients with billing questions.
- Update and maintain client contact information in agency and carrier systems.
- Gather and process mortgagee and lienholder changes.
- Prepare insurance ID cards, proof of insurance, and other policy-related documents.
- Assist clients with towing reimbursement requests.
- Support Personal Lines Account Managers with client service and administrative needs.
- Handle incoming and outgoing mail when needed.
- Complete daily office remittance activities.
- Work closely with team members across the agency to ensure excellent customer service.
- Participate in agency meetings, training opportunities, and carrier education sessions.
- Protect confidential client and agency information.
- Assist with special projects and other duties as assigned.
What We're Looking For
- Strong customer service skills and a willingness to help others.
- Excellent verbal and written communication abilities.
- Strong attention to detail and organizational skills.
- Ability to prioritize tasks and manage multiple responsibilities.
- Comfortable working in a fast-paced environment.
- Basic computer proficiency, including Microsoft Word and Excel.
- Typing and data entry experience.
Preferred Qualifications
- Previous insurance, administrative, or customer service experience.
- Experience with AMS360 or AgencyZoom.
- North Carolina Personal Lines or Property & Casualty License.
Education
- High School Diploma or GED required.
Benefits & Perks
- Medical, Dental, Vision, Life, Short-Term Disability, and Long-Term Disability coverage
- 401(k) with company match
- Paid time off, including vacation, sick time, and holidays
- Paid continuing education and license renewals
- Ongoing training and professional development
- Opportunities for growth and advancement within the organization
Schedule: Full-Time (37.5 hours per week)