Personal Lines Customer Service Representative

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3 days ago Requisition

Triad Financial Services is a leading provider of financial and insurance solutions within the manufactured housing industry. We are seeking a Personal Lines Insurance Customer Service Representative (CSR) to support our growing insurance department. This role focuses on servicing existing policyholders, supporting internal teams, and delivering high-quality customer experience through inbound service requests.

• Respond to inbound customer and internal inquiries related to personal lines insurance policies (homeowners, manufactured home coverage, etc.)
• Provide policy servicing support including endorsements, billing inquiries, coverage explanations, and general account maintenance
• Research customer questions, coverage details, and policy history to resolve issues accurately and efficiently
• Assist with insurance escrow-related inquiries, including coordination with internal loan servicing teams when applicable
• Maintain accurate documentation and records in agency management and carrier systems
• Ensure compliance with all company policies, carrier guidelines, and state insurance regulations
• Deliver professional, courteous, and solution-oriented service on every interaction
• Perform related duties as assigned by management

• 1–2 years of customer service experience in insurance, financial services, mortgage, or a related industry
• Working knowledge of escrow accounts, insurance billing, or policy servicing preferred
• Experience with insurance agency management systems strongly preferred
• Strong computer proficiency, including Microsoft Word, Excel, and Outlook
• Ability to navigate multiple systems and work efficiently in a Windows-based environment
• Excellent verbal and written communication skills
• Professional, friendly, and confident phone presence
• Strong attention to detail with the ability to work under pressure and manage deadlines