At Leavitt Elite Insurance Advisors, a Leavitt Group affiliate, we help people protect what matters most. We’re guided by integrity, teamwork, and a commitment to excellence. We value continuous learning, collaboration, and doing the right thing—always.
The Agency Support Specialist is a key support role that serves as the first point of contact for clients and provides administrative and service support to our Personal and Commercial Insurance teams. This position is ideal for someone who enjoys helping others, staying organized, and working in a fast-paced, team-oriented environment.
Key Responsibilities
Answer and route incoming calls for all agency locations
Assist walk-in clients and respond to general service inquiries
Process payments and assist with billing questions
Update and maintain client contact information in agency systems
Prepare ID cards, proof of insurance, and other client documents
Process lienholder/mortgagee updates and towing reimbursements
Support Personal Lines Account Managers as needed
Handle mail distribution and daily remittance
Attend team meetings, training sessions, and complete special projects as assigned
Maintain confidentiality and uphold agency standards and fiduciary responsibility
Qualifications
Strong customer service and communication skills
Excellent attention to detail and organizational abilities
Ability to multitask and prioritize in a fast-paced environment
Typing/data entry experience required
Proficiency in Microsoft Word and Excel
Experience with AMS360 or Agency Zoom preferred, not required
NC Personal Lines or Property & Casualty License preferred, not required
Education & Schedule
High school diploma or GED required
Full-time position (37.5 hours per week)
What We Offer
Medical, Dental, Vision, Life, and Disability benefits
401(k) with company match
Paid time off and holidays
Paid continuing education and licensing renewals
Career growth opportunities within a supportive team culture
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What We Do
As one of the top privately-held insurance brokerages in the nation, we bring you the national resources, expertise, problem-solving skills, and key insurance company and underwriting relationships that will result in an effective risk management and employee benefits strategy. Our agencies provide a broad range of insurance services, including: - Business Insurance - Group Benefits - Industry Programs - Personal Insurance To learn more about our company, visit www.leavitt.com.
