Agency Services Coordinator
- Job Title
- Agency Services Coordinator
- Job ID
- 27681245
- Work Hybrid
- Yes
- Location
- Tampa, FL 33607
- Other Location
- Description
-
Slide is an insurtech bringing together top talent, cutting-edge technology, world-class data science, and a human-centric approach.
We work and think differently, leveraging Big Data, AI, and machine learning to simplify and hyper-personalize every part of the insurance process. Why? Because modern consumers expect and deserve more from the insurance experience. And we have what it takes to deliver it.
Rebuilding every part of the insurance process to modernize the way it is written, explained, and managed is no small feat, but we are up for the challenge….are you?
Duties and Responsibilities:- Complete all administrative tasks associated with agency set-up, credentialing, and compliance.
- Process appointment applications, agent contracting paperwork, licenses, forms, and all other required information.
- Review documents for completeness and proactively solicit missing documents.
- Contact agencies and relevant partners to verify that contact information, websites, and contracts are up to date.
- Assist with processing agency updates, agent of record changes and book transfer requests.
- Organize and update agency files per regulatory and industry requirements, complying with all federal and state regulations as well as company policies and procedures.
- Assist agents with inquiries regarding their licensing and appointment status.
- Respond to telephone, online/electronic, and written inquiries.
- Assist Territory Sales Managers in optimizing the agency partner relationships.
- Assist with Agency Services-related projects, as requested.
- Handle confidential information with tact and discretion.
- Perform other duties, as assigned.
- High School Diploma or equivalent required.
- Active State Personal Lines Property & Casualty licensure preferred, but not required.
- 2 or more years’ experience in customer service, office administration, or related required; supporting insurance processing preferred.
Qualifications/Skills and Competencies:- Strong written and verbal communication skills with the ability to interact with internal and external individuals on a professional level.
- Exceptional organizational and time management skills with the ability to plan and prioritize effectively.
- Ability to work independently as well as part of a team.
- Ability to learn new systems and applications.
- Proficient in MSO/365 applications such as Microsoft Teams, SharePoint, Word, Excel, PowerPoint and Outlook.
- Ability to contribute to a positive and collaborative work environment.
- Demonstrated customer service focus, exhibiting exceptional customer service skills.
- Detail-oriented with the ability to multi-task.
- Desire to live Slide Core Values.
What's in it for you?? A pay check of course but really, much more!
The Slide Vibe - An opportunity to be a part of a fun and innovation-driven Culture fueled by Passion, Purpose and Technology!
Benefits - We have extensive and cost effective benefits that cover you and your family from every angle... Physical Health, Emotional Health, Financial Health, Social Health, and Professional Health