Agency Services Manager
Slide InsuranceAbout the role
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:
- Provide support and guidance to the team on onboarding, system access, compliance, and commissions processes.
- Manage the agency services team, ensuring timely and accurate processing of onboarding, compliance, and agency requests.
- Assign and balance high volume of work across the team and support cross-training.
- Monitor service standards and implement process improvements to increase efficiency and accuracy.
- Oversee escalated service issues, resolving problems effectively and professionally.
- Assist with projects by developing and implementing workflows for the team to follow.
- Ensure all Agency Services operations adhere to state insurance regulations, company policies, and industry best practices.
- Conduct regular audits of agency files, transactions/cases, and communications to maintain compliance and minimize risk.
- Collaborate with Accounting, Sales, Underwriting, and Customer service teams as needed.
- Set clear goals and service expectations for the team.
- Track performance metrics and provide coaching, training, and feedback.
- Develop and implement performance improvement plans as needed.
- Partner with sales and other departments to align agency service operations with business objectives.
- Identify opportunities to enhance agent satisfaction with onboarding and compliance.
- Support new product launches, system implementations, and process changes affecting agency services.
- Perform other duties, as assigned.
What you already have:
Education, Experience, and Licensing:
- Bachelor’s degree in business administration, insurance, or a related field preferred; equivalent experience required.
- Minimum 5–7 years of experience in agency operations, insurance services, or related P&C insurance roles.
- Minimum 2–3 years of supervisory or team leadership experience required.
Qualifications/Skills and Competencies:
- Strong understanding of insurance licensing, E&O requirements, and state compliance regulations.
- Ability to oversee high-volume operations while ensuring accuracy and compliance.
- Strong knowledge of agency onboarding, licensing, compliance, and commission processes.
- Experience identifying and implementing process improvements to enhance service delivery.
- Demonstrated ability to coach, develop, and motivate team members.
- Exceptional time management skills with ability to prioritize tasks and allocate resources efficiently.
- Strong organizational skills with the ability to prioritize tasks and balance multiple projects.
- Excellent interpersonal, written, and verbal communication skills with a focus on professional service to agents and stakeholders.
- Ability to collaborate effectively across departments (sales, underwriting, accounting, customer service).
- Proficiency in MS Office/365 applications; experience with insurance management systems preferred.
- Strong problem-solving and decision-making skills with diligence.
- 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 departme
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