Agency Support Specialist

Agency Support Specialist

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.

• 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 , 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

• 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 AMS
  360 or Agency Zoom preferred, not required

• NC Personal Lines or Property & Casualty License preferred, not required

• High school diploma or GED required

• Full‑time position (37.5 hours per week)

• 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