Triad Financial Services, Inc.
Personal Lines Insurance Agent
Triad Financial Services, Inc., Jacksonville, Florida, United States, 32290
1 day ago – Be among the first 25 applicants
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)
Seniority Level Entry level
Employment Type Full-time
Job Function Sales and Business Development
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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)
Seniority Level Entry level
Employment Type Full-time
Job Function Sales and Business Development
#J-18808-Ljbffr