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Customer Service Rep, Insurance

Triad Financial Services, Inc.
Jacksonville, FL Full Time
POSTED ON 2/24/2023 CLOSED ON 11/4/2023

What are the responsibilities and job description for the Customer Service Rep, Insurance position at Triad Financial Services, Inc.?

 

Customer Service Rep, Insurance Submission Quoting

We have an opportunity for a CSR who will quote homeowners insurance coverage for our consumers. In this role you will also collaborate and communicate with Triad Agents, Consumer Loan Underwriting and Closing departments as well as other CSRs.

To be successful in this role, you will have a strong sense of urgency and value the accomplishment of tasks and deadlines. You will need strong Excel, Work and Outlook skills. Excellent phone presence and strong verbal communication skills are an everyday part of this role. Experience working with insurance company rating platforms is a huge plus. Insurance Agency experience is highly valued. 

What we offer:

This position is a full time opportunity and has an hourly rate that ranges from $18.00 to $20.00 per hour, depending on experience, skills and competency match. There is a full benefit package, including PTO, Med/Dent/Vision coverage, long & short term disability programs, PTO and a 401K with a corporate match. 

This CSR is a hybrid position and after successful training in the corporate office, the schedule will be 1 day per week in the corporate office off of Sutton Parkway in Jacksonville, FL and 4 days remote. The weekly schedules are flexible and the office day changes based on the departments business needs. 

 Duties & Responsibilities:

  • Quoting homeowners insurance with multiple insurance companies’ online rating systems.  
  • Develop in-depth knowledge of homeowners coverage and rating plans offered by insurance carriers
  • Maintain effective communication with Agents / CSRs 
  • Updating quote log
  • Maintain a strong sense of urgency for accomplishment of task and deadlines.

Job Requirements & Desired Skills:

  • Strong Computer skills including Excel, Word and Outlook
  • Ability to deal with tasks in an organized and prioritized manner
  • Experience on insurance company rating platforms is a plus
  • Insurance Agency experience preferred


Salary : $18 - $20

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