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Agency Support Specialist

leavitt

Yadkinville · NC · us Full-time 1d ago

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)

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