Leavitt Group · 1 day ago
Agency Support Speacilist
High Point, NC
Full-time
Onsite
New Grad, Entry LevelLeavitt Elite Insurance Advisors, a Leavitt Group affiliate, is dedicated to helping people protect what matters most through integrity and teamwork. The Agency Support Specialist is a vital support role that serves as the first point of contact for clients, providing administrative and service support to the Personal and Commercial Insurance teams.
Employee BenefitsHealth InsuranceHuman ResourcesInsuranceLife Insurance
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
Qualification
Required
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
High school diploma or GED required
Preferred
Experience with AMS360 or Agency Zoom preferred, not required
NC Personal Lines or Property & Casualty License preferred, not required
Benefits
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
Company
Leavitt Group
Ranked among the top three spots for growth due to acquisition in the property & casualty (P&C) space, Leavitt Group stands as one of the top privately held insurance brokerages nationwide.
Founded in 1952
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Eric Leavitt
Executive Chairman & CEO
Joe Callister
Chief Operating Officer
Company data provided by crunchbase