Slide · 20 hours ago
Senior Agency Services Specialist
Tampa
Full-time
Onsite
Senior Level
5+ years expSlide Insurance is a company driven by innovation and passion, fostering a collaborative culture. The Senior Agency Services Specialist will ensure compliance for agency appointments, provide expert guidance to agencies, and maintain accurate data in Salesforce while supporting the Agency Services Manager in improving workflows and processes.
Artificial Intelligence (AI)Financial ServicesInsuranceInsurTechProperty Insurance
Responsibilities
Perform licensing due diligence to ensure agencies and producers meet all applicable state regulatory requirements
Maintain compliance for independent agency appointments, licensing, contracting, changes, and related agency processes
Review and process producer agreement contracts and required documentation to finalize agency appointments
Provide expert guidance on appointment documentation and compliance requirements, addressing agency questions throughout the process
Serve as the primary point of contact for prospective agencies, ensuring a smooth and professional onboarding experience during the appointment agreement phase
Build trust and credibility by consistently representing the organization positively with prospective and existing agency partners
Serve as a primary resource for agencies, addressing inquiries about commission statements, system access, and platform navigation
Ensure timely and accurate completion of agent of record and broker of record transfer requests
Maintain accurate data in Salesforce and all relevant in-house recordkeeping systems
Identify opportunities for Salesforce enhancements to improve operational efficiency and management reporting
Collaborate with management and staff to define system requirements for data tracking, customized reporting, and document retention
Administer commission system access for authorized agency personnel
Support the Agency Services Manager in identifying and implementing innovative approaches to current and future work processes
Identify operational issues and assist with developing effective resolution within department workflows
Develop training materials, reference guides, and how-to resources for internal use, including live demos, virtual one-on-one sessions, and updated workflow or system training
Identify and support initiatives to improve workflows between the Agency Services and TSM Teams
Assist with the creation and maintenance of agency distribution system to support organizational needs
Process and coordinate system updates for agent changes, including address updates and agency employee or producer modifications
Provide administrative support to Territory Sales Managers and Partner Agencies
Perform other duties, as assigned
Qualification
Required
Bachelor's degree or equivalent combination of a high school diploma and relevant work experience
Minimum 5 years' experience in a P & C industry setting
Strong written and verbal communication skills with the ability to interact with internal and external personnel professionally
Advanced knowledge of standard insurance concepts, underwriting practices, and procedures
Strong ability to build positive relationships with internal departments. This involves being approachable, respectful, and proactive in reaching out for collaboration
Exercise high levels of discretion in managing sensitive corporate and partner information
Strong organizational and time management skills with the ability to prioritize effectively
Leverage creative problem-solving techniques to create customer satisfaction
Ability to manage multiple priorities and adapt to change
Proficient in Microsoft 365 applications such as Teams, SharePoint, Word, and Excel
Desire to live Slide's Core Values
Preferred
Experience with LexisNexis
Benefits
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!
Company
Slide
Slide is a technology-enabled insurance company that makes it easy for modern consumers to choose the right coverage for their unique needs and budgets.
201-500 employees
Funding
Current Stage
Public CompanyTotal Funding
$770MKey Investors
Regions Bank
2025-06-18IPO
2025-05-14Debt Financing· $250M
2024-06-27Debt Financing· $175M
Leadership Team
Bruce Lucas
Founder, CEO
Recent News
2025-11-07
Slide Insurance Holdings, Inc.
2025-10-17
Company data provided by crunchbase