Personal Lines Insurance Agent

5 days ago


Ponte Vedra, United States Triad Financial Full time

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) PIf36ae6653176-26289-39298220



  • Ponte Vedra Beach, United States Triad Financial Full time

    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...


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