Job Description
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