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Triad Financial Services, Inc. · 8 hours ago

Personal Lines Insurance Agent

Jacksonville, FL

Full-time

Onsite

Entry Level

1+ years exp

Triad Financial Services, Inc. is seeking a Personal Lines Insurance Agent to support quoting, binding, and servicing of personal lines insurance policies. The role involves reviewing applications, communicating coverage options to customers, and providing policy servicing support.

Financial Services

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

Qualification

Active Property & Casualty licensePersonal lines insurance experienceHomeowners’ insurance familiarityMicrosoft Word proficiencyMicrosoft Excel proficiencyMicrosoft Outlook proficiencyBilingual (Spanish preferred)Organizational skillsAttention to detail