Personal Lines Customer Service Representative

Personal Lines Customer Service Representative

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

Entry level

Full‑time

Other