Personal Lines Insurance Agent

1 day ago – Be among the first 25 applicants

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.

• 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

• 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)

Entry level

Full-time

Sales and Business Development