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)