Agency Services Coordinator

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.

 

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

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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