Senior Agency Services Specialist

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!

• →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.

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.