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Leavitt

Agency Support Specialist

Leavitt · Yadkinville, NC

Location
Yadkinville, NC
Posted
15 days ago
Type
Fulltime / On site
Salary
Not listed — worth asking early.
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What the job really is

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)