Personal Lines Insurance Agent (Jacksonville)

Triad Financial Services Inc
Jacksonville, FL
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

13 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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Posted 2026-02-03

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