Insurance Coverage Specialist

3 weeks ago


Jacksonville, Florida, United States Triad Financial Services, Inc. Full time

Job Description

This Personal Lines Agent position is an in-house role that will work from our Headquarters in Jacksonville, FL. This is a full-time position with a salary range of $50K to $53K, depending on skill-set, education, licensure, and job fit. We offer a full benefits package that includes a 401k w/corp matching, 3 weeks of PTO, Medical insurance on Day 1, tuition reimbursement, and more.

Key Responsibilities:

  • Ability to persuade prospective clients or dealers to engage in a phone conversation to discuss insurance products.
  • Ability to explain Homeowners Insurance coverage to prospective and current insureds.
  • Complete and submit applications, issue quotes, bind coverage.
  • Maintain client records in management system, we use Hawk Soft.
  • Meet KPI's and volume requirement goals set by your Supervisor.
  • Assist in coaching of Customer Service Reps where appropriate.

Minimum Qualifications:

  • Have a current 20-44 or 4-40 license and a minimum 2 years' experience in Insurance.
  • State licenses and the ability to complete necessary continuing education.
  • Ability to multi-task in a busy environment.
  • Windows PC and Microsoft proficient in Excel, Word, Outlook.
  • Insurance Carrier platform proficiency.
  • Excellent verbal and written communication skills, including ability to effectively and professionally communicate with internal and external customers.
  • Experience in analyzing situations and solving issues efficiently.


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