Triad Financial Services, Inc.
Personal Lines Customer Service Representative
Triad Financial Services, Inc., Jacksonville, Florida, United States, 32290
Personal Lines Customer Service Representative
Triad Financial Services is a leading provider of financial and insurance solutions within the manufactured housing industry. We are seeking a Personal Lines Insurance Customer Service Representative (CSR) to support our growing insurance department. This role focuses on servicing existing policyholders, supporting internal teams, and delivering high‑quality customer experience through inbound service requests.
Essential Functions
Respond to inbound customer and internal inquiries related to personal lines insurance policies (homeowners, manufactured home coverage, etc.)
Provide policy servicing support including endorsements, billing inquiries, coverage explanations, and general account maintenance
Research customer questions, coverage details, and policy history to resolve issues accurately and efficiently
Assist with insurance escrow‑related inquiries, including coordination with internal loan servicing teams when applicable
Maintain accurate documentation and records in agency management and carrier systems
Ensure compliance with all company policies, carrier guidelines, and state insurance regulations
Deliver professional, courteous, and solution‑oriented service on every interaction
Perform related duties as assigned by management
Minimum Qualifications
1–2 years of customer service experience in insurance, financial services, mortgage, or a related industry
Working knowledge of escrow accounts, insurance billing, or policy servicing preferred
Experience with insurance agency management systems strongly preferred
Strong computer proficiency, including Microsoft Word, Excel, and Outlook
Ability to navigate multiple systems and work efficiently in a Windows‑based environment
Excellent verbal and written communication skills
Professional, friendly, and confident phone presence
Strong attention to detail with the ability to work under pressure and manage deadlines
Seniority level Entry level
Employment type Full‑time
Job function Other
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Essential Functions
Respond to inbound customer and internal inquiries related to personal lines insurance policies (homeowners, manufactured home coverage, etc.)
Provide policy servicing support including endorsements, billing inquiries, coverage explanations, and general account maintenance
Research customer questions, coverage details, and policy history to resolve issues accurately and efficiently
Assist with insurance escrow‑related inquiries, including coordination with internal loan servicing teams when applicable
Maintain accurate documentation and records in agency management and carrier systems
Ensure compliance with all company policies, carrier guidelines, and state insurance regulations
Deliver professional, courteous, and solution‑oriented service on every interaction
Perform related duties as assigned by management
Minimum Qualifications
1–2 years of customer service experience in insurance, financial services, mortgage, or a related industry
Working knowledge of escrow accounts, insurance billing, or policy servicing preferred
Experience with insurance agency management systems strongly preferred
Strong computer proficiency, including Microsoft Word, Excel, and Outlook
Ability to navigate multiple systems and work efficiently in a Windows‑based environment
Excellent verbal and written communication skills
Professional, friendly, and confident phone presence
Strong attention to detail with the ability to work under pressure and manage deadlines
Seniority level Entry level
Employment type Full‑time
Job function Other
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