Personal Lines Insurance Agent

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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