Agency Support Specialist

Agency Support Specialist

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)