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At Triumph, our vision is a world where freight transactions are accurate and seamless on the most modern and secure freight transaction network. That’s why we’re looking for passionate, innovative, solutions-oriented people to join our team. We thrive on providing exceptional customer service and we look for team members with an entrepreneurial spirit and a passion to build successful partnerships with our clients. Because at the end of the day our goal is to help our partners businesses run better.
Position Summary - The Senior Account Manager – Team Lead will be primarily responsible for the ongoing management of commercial clients, retention of new and renewal clients, and maintaining a partnership with the producer to support business development activities while upholding high service standards. Duties to include maintaining relationships with multiple insurance companies/MGAs to negotiate and obtain quotes, binders, endorsements, etc., managing an established book of accounts, negotiating renewals for existing customers, obtaining information and documentation from new and existing clients, supervising team, training on processes, resolving customer issues, and back-office management of operations and administration.
Essential Duties & Responsibilities
Independently manages accounts on a day-to-day basis which includes coordinating all services, answering all questions, and resolving problems, which may arise; maintains timeliness and completeness when interacting with clients, agency and company personnel.
Negotiates and secures the most appropriate carrier coverage based upon client needs for new and renewal business and negotiating cost of those coverages; maintains ongoing relationships with carrier product managers.
Work closely with Triumph’s sales teams to understand a client and/or prospect’s needs, submits coverage specifications and obtains quotes from potential carriers for new and renewal business. Will also present Coverages to clients independently.
Determines appropriate client service support for new and existing clients; responds to client and carrier inquiries, maintains and enhances the company’s relationships with existing clients by executing proactive and ongoing contact initiatives.
Independently enters and maintains accounts/policies in AMS360 while maintaining a current suspense; reviews insurance policies and endorsements for accuracy.
Solely responsible for ensuring all the terms and conditions of the insurance policies written by the insurance company are properly prepared and provides all of the coverage that was presented to the insured in our proposal.
Independently prepares Insurance Proposal and communicates subjectivities and exclusions for new and renewal business and document the difference in policy forms when comparing various quotes.
Uses specific industry training and knowledge to determine the needs of the client and identify cross-selling opportunities; expands/rounds-out existing accounts by identifying potential gaps in coverage, recommending and implementing proper coverage.
Provides guidance to direct reports and provides administrative direction to support staff.
Supervises Assigned Team.
Provides Training to Team on new and existing programs/ Insurance Company Platforms.
Works with Support staff to develop and ensure Team is following established processes.
Other duties may be assigned to meet business needs.
Experience & Education
At least 2 years of recent Commercial Lines Account Management experience, Transportation experience required.
Demonstrated success in overall customer service.
High School diploma; undergraduate degree preferred.
Appropriate insurance agent’s license required .
Willingness to continue education is essential.
Skills & Abilities Required
Intermediate to advanced-level proficiency with Microsoft Office: Excel, Word, Outlook, and PowerPoint.
AMS360 software proficiency preferred.
Ability to work with internal and external clients at all levels.
High level of organization.
High degree of self-discipline and motivation.
Ability to follow processes and procedures and help develop new processes and procedures to help the company become more efficient.
Solution driven problem solving skills and proven analytical skills.
Must possess the ability to work independently, applying education and professional experience to achieve outstanding results.
Demonstrates highest level technical and cognitive abilities to ensure accuracy, precision and complete projects on time and on budget.
Effective, professional verbal and written communication skills.
Demonstrates considerable tact, diplomacy, discretion and judgment with ability to build and maintain effective interpersonal relationships.
Bilingual - Spanish/English a plus.
Work Environment
The work environment characteristics described here maybe encountered while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Moderate noise (i.e. business office with computers, phone, and printers, light traffic).
Ability to work in a confined area.
Ability to sit at a computer terminal for an extended period of time. Occasional stooping or kneeling may be necessary.
While performing the duties of this job, the employee is regularly required to stand, sit, talk, hear and use hands and fingers to operate a computer keyboard and telephone.
Specific vision abilities are required by this job due to computer work.
Light to moderate lifting is required.
Regular, predictable attendance is required.
Triumph Financial, Inc. and its subsidiaries, provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, or status as a covered veteran in accordance with applicable federal, state and local laws.
Compensation Range
Annual Salary: $86,578.00 - $129,867.00***Location: Dallas, TX or Remote U.S. excluding the following states: AK, DE, ID, ND, RI, VT, WY ***
We offer Medical, Dental, Vision, Paid Time Off, 401k and much more.
