Agency Support Specialist

At Leavitt Elite Insurance Advisors (LEIA) we believe peace of mind comes from achieving your desired quality of life, reaching financial success, and preparing for life’s uncertainties. We expect excellence by applying our best attitude, desire, and effort to all we do. We deliver on promises and go the extra mile to meet and exceed expectations. We encourage a relentless commitment to education and development, innovative creativity, and forward-looking collaboration to deliver cutting edge solutions to those we serve. We hire skilled, motivated, and happy people who work together in an atmosphere of teamwork, loyalty, and mutual respect. We build relationships and earn trust by never compromising our honesty or integrity for short- or long-term gain. Doing the right thing is always the right thing.

SUMMARY 

The Agency Support Specialist position will provide support to the customer and the sales and servicing staff of all Personal and Commercial Insurance departments. Answering incoming phone calls for all agency locations and promptly distributing those calls in a professional manner. Assisting with payments, billing inquiries, verifying account information, claims gathering, and generating appropriate documents where required.

RESPONSIBILITIES AND DUTIES:

· Gatekeeper for incoming phone calls to the agency and distributions throughout all office locations

· Assist and direct walk-in clients for their personal lines business inquiries

· Process payments & answer billing questions for all offices

· Verify, update, and maintain email addresses & phone numbers in the Agency Management System and carrier sites

· Gather and process lienholder and mortgagee updates

· Prepare ID cards and proof of insurance as requested by clients

· Process towing reimbursements for clients

· Provides support for Personal Lines Account Managers as directed by the Team Leader for gathering of clients’ needs

· Mail distribution when required – internal and external

· Responsible for running daily remittance of the office

· Provides support to all teammates where needed

· Performs special assignments as requested by management

· Attends carrier training sessions as directed by the Agency (zoom or in person)

· Attends a weekly meeting with your team conducted by your Team Leader

· Promotes and enhances the fiduciary responsibilities and reputation of the Agency

· Ensures security of all client’s information and agency proprietary information

REQUIREMENTS AND EXPERIENCE

· Full-time position (37.5 hours a week)

· Excellent Customer Service skills are required

· Satisfy state licensing CE requirements where applicable

· Participate in company training classes as required

· Adheres to the Leavitt Elite Governing Principles

· Adheres to Company Policies and Procedures as set forth

QUALIFICATIONS

· Typing skills or prior data entry experience is required

· Excellent communication skills both verbal and written

· Strong attention to detail and organizational skills

· Possesses time management and the ability to prioritize

· Ability to multi-task and function in a fast-paced environment

· Knowledge and use of Microsoft Office, Word and Excel

· AMS360 and Agency Zoom knowledge preferred but not required

EDUCATION

· High school diploma or general education degree (GED)

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

BENEFITS

· Affordable benefits: Medical, Dental, Vision, Life, Long Term and Short-Term Disability

· Matching 401K plan

· Paid time off (vacation, sick leave, and holidays)

· Paid continuing education and licensing renewals

· Exciting growth opportunities

Hourly wage is $ 14.00- 22.00/ hr. ( DOE)

Interested candidates are encourage to apply!

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