Agency Services Coordinator

Slide Insurance•Tampa, FL

About The Position

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.

Requirements

High school diploma or equivalent
2+ years of experience in customer service or office administration
Experience supporting insurance processing preferred
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

Nice To Haves

Active State Personal Lines P&C license preferred (not required)

Responsibilities

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