What are the responsibilities and job description for the Agency Services Coordinator position at Slide?
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
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
- 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
- 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
- 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