Agency Services Coordinator

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.

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

What Slide Offers To You
The Slide Vibe - An opportunity to be a part of a fun and innovation-driven culture fueled by Passion, Purpose and Technology! Slide offers many opportunities to collaborate and innovate across the company and departments, as well as get to know other Sliders. From coffee chats, to clubs, to social events - we plan it, so all Sliders feel included and Enjoy their Journey.
Benefits - Created using Slider feedback, Slide offers a comprehensive and affordable benefits package to cover all aspects of health...Physical, Emotional, Financial, Social and Professional. A Lifestyle Spending Account is set up for each Slider and Slide contributes to it monthly for use on any benefit that individually suits you - Health Your Way!
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