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Commercial Lines Insurance Representative

Company: Triad Financial Service Inc.
Location: Jacksonville
Posted on: August 7, 2022

Job Description:

For over 50 years, Triad Financial Services, Inc . has provided extraordinary service in lending to help home owners reach their dream. Dealers Communities and Realtors alike trust Triad for world class professionalism and finding competitive rates that help their customers and clients get financing. Triad seeks to not only provide exceptional customer service, but to be a leader in successful employee and company culture, providing our employees with an experience invested in them and dedicated to their professional growth and development. Recently ranked #8 Best Place to Work in Jacksonville in 2021 by the Jacksonville Business Journal, Triad looks to continue to ensure that both customers and employees alike achieve their personal version of success. Essential Duties and Responsibilities: - Manage commercial accounts including preparing applications, obtaining and reviewing quotes, binding policies, checking policies, requesting endorsements, and marketing renewals. - Ability to explain Commercial Insurance coverage to prospective and current insureds. - Provide customer support in a friendly, prompt and accurate manner - Network and build a referral network with dealers and community owners. Requirements:
Education and/or Work Experience Requirements:

  • Experience: 220 Insurance Agent or equivalent in other states, minimum 1 - 3 years' experience
  • Maintain state licenses and complete necessary continuing education
  • Ability to multi-task
  • 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
  • Must be able to work independently under pressure and meet deadlines, while maintaining a positive attitude
  • Must be able to critically analyze all situations and solve problems efficiently. Physical Requirements: - Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards. - Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards - Must be able to talk, listen and speak clearly on telephone - Able to sit at a work station for prolonged periods of time - Must be able to physically type PM22 PI186501458

Keywords: Triad Financial Service Inc., Jacksonville , Commercial Lines Insurance Representative, Other , Jacksonville, Florida

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