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Senior Agency Services Specialist

Tampa

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!

What you will be doing:

  • 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.

 

What you already have:

Education, Experience, and Licensing:

  • 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.
  • Experience with LexisNexis is preferred.

Qualifications/Skills and Competencies:

  • 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.
     

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!

 

2023, 2024 & 2025 BEST PLACE TO WORK - Tampa Bay Business Journal

2024 & 2025 TOP WORKPLACE - Tampa Bay Times (Local) &

2024 TOP WORKPLACE - USA Today (National)

 

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