Agency Services Coordinator
Slide Insurance, Tampa, FL, United States
Agency Services Coordinator
Tampa
Slide Insurance - Fun. Innovation Driven. Fueled by Passion, Purpose and Technology.
At Slide, you will not only be part of a successful team, but you will also be a part of our Slide Vibe/award winning culture where collaboration and innovation are expected, recognized and awarded!
As an Agency Services Coordinator, you'll play a critical role in supporting Slide's agency partners by ensuring credentialing, licensing, and compliance processes are accurate, timely, and seamless. You'll serve as a key point of coordination across internal teams and external agencies.
What You'll Do
Agency Set-Up & Credentialing
Administer agency set-up, credentialing, appointments, and compliance
Process appointment applications, licensing documents, contracts, and required forms
Review submissions for accuracy and proactively request missing information
Coordination & Support
Assist agents with questions related to licensing and appointment status
Communicate with agencies and partners to verify contact information, contracts, and websites
Process agency updates, agent of record changes, and book transfer requests
Documentation & Compliance
Organize and maintain agency files in accordance with regulatory, industry, and company requirements
Handle confidential information with professionalism and discretion
Respond to phone, electronic, and written inquiries in a timely manner
Support department projects and additional tasks as needed
What You Bring
High school diploma or equivalent
2+ years of experience in customer service or office administration
Experience supporting insurance processing preferred
Active State Personal Lines P&C license preferred (not required)
Strong written and verbal communication skills
Highly organized with strong time-management and prioritization abilities
Comfortable working independently while collaborating across teams
Adaptable, detail-oriented, and eager to learn new systems
Proficiency with Microsoft 365 (Teams, SharePoint, Word, Excel, PowerPoint, Outlook)
Commitment to living Slide's Core Values
Tampa
Slide Insurance - Fun. Innovation Driven. Fueled by Passion, Purpose and Technology.
At Slide, you will not only be part of a successful team, but you will also be a part of our Slide Vibe/award winning culture where collaboration and innovation are expected, recognized and awarded!
As an Agency Services Coordinator, you'll play a critical role in supporting Slide's agency partners by ensuring credentialing, licensing, and compliance processes are accurate, timely, and seamless. You'll serve as a key point of coordination across internal teams and external agencies.
What You'll Do
Agency Set-Up & Credentialing
Administer agency set-up, credentialing, appointments, and compliance
Process appointment applications, licensing documents, contracts, and required forms
Review submissions for accuracy and proactively request missing information
Coordination & Support
Assist agents with questions related to licensing and appointment status
Communicate with agencies and partners to verify contact information, contracts, and websites
Process agency updates, agent of record changes, and book transfer requests
Documentation & Compliance
Organize and maintain agency files in accordance with regulatory, industry, and company requirements
Handle confidential information with professionalism and discretion
Respond to phone, electronic, and written inquiries in a timely manner
Support department projects and additional tasks as needed
What You Bring
High school diploma or equivalent
2+ years of experience in customer service or office administration
Experience supporting insurance processing preferred
Active State Personal Lines P&C license preferred (not required)
Strong written and verbal communication skills
Highly organized with strong time-management and prioritization abilities
Comfortable working independently while collaborating across teams
Adaptable, detail-oriented, and eager to learn new systems
Proficiency with Microsoft 365 (Teams, SharePoint, Word, Excel, PowerPoint, Outlook)
Commitment to living Slide's Core Values