Personal Lines Insurance Agent

Position Overview Triad Financial Services is seeking a Personal Lines Insurance Agent to support quoting, binding, and servicing of personal lines insurance policies, primarily homeowners and manufactured home coverage. Key Responsibilities · Quote, bind, and issue personal lines insurance policies under established guidelines · Review applications and underwriting information for accuracy and completeness · Communicate coverage options, limits, and policy details to customers and internal partners · Provide policy servicing support including endorsements, billing questions, and coverage explanations · Coordinate with internal loan origination, closing, and servicing teams · Maintain accurate documentation in agency management and carrier systems · Follow all company procedures, carrier guidelines, and regulatory requirements Qualifications · Active Property & Casualty license required · 1–3 years of personal lines insurance experience required · Familiarity with homeowners’ insurance; manufactured housing a plus · Strong organizational skills and attention to detail · Ability to manage workload with guidance and established processes · Proficiency in Microsoft Word, Excel, and Outlook · Bilingual is a plus (Spanish preferred)

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