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Triad Financial Services, Inc. · 4 hours ago

Personal Lines Customer Service Representative

Jacksonville, FL

Full-time

Onsite

Entry Level

1+ years exp

Triad Financial Services is a leading provider of financial and insurance solutions within the manufactured housing industry, seeking a Personal Lines Insurance Customer Service Representative to support their insurance department. This role focuses on servicing existing policyholders and delivering high-quality customer experience through inbound service requests.

Financial Services

Responsibilities

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

Qualification

Insurance agency management systemsCustomer service experienceEscrow accounts knowledgeInsurance billing knowledgeMicrosoft Office proficiencyPhone presenceVerbal communication skillsWritten communication skillsAttention to detail