Senior Account Manager (Transportation)

Triumph; Dallas (TX); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Paid Time Off

401k

Job summary

Triumph in Dallas, TX seeks an Account Manager to oversee commercial client relationships, renewals, and service delivery. You’ll coordinate with insurers, negotiate quotes, and manage an established book of accounts. A background in Commercial Lines and an active license are required.

You will mentor staff, work with internal teams, and ensure accurate AMS360 entry and policy validation, while seeking cross-sell opportunities to grow accounts.

Qualifications

• Commercial Lines knowledge and experience required.
• Licensing as an insurance agent is required.
• Willingness to pursue continuing education.

Responsibilities

• Manage accounts daily, coordinate services, and address client questions.
• Negotiate carrier coverage and renewals based on client needs.
• Collaborate with sales to obtain quotes from carriers.
• Provide service support and proactive client contact.
• Enter and maintain accounts in AMS360 accurately.
• Ensure policy terms match proposals and communicate exclusions.
• Identify cross-selling opportunities and coverage gaps.
• Guide junior account managers and support staff.
• Handle additional duties as needed.

Skills

Microsoft Office

AMS360

Client communication

Organizational skills

Process improvement

Analytical skills

Independent work

Bilingual Spanish/English

Problem solving

Education

High School diploma

Undergraduate degree preferred

Insurance license required

Professional designation (CPCU/CIC/ACSR/CISR) preferred

Tools

AMS360

Job description

Join Triumph!

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 Account Manager 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, supervising Client Services Representatives, obtaining information and documentation from new and existing clients, resolving customer issues, and back-office management of operations and administration.

Essential Duties & Responsibilties

• 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
• 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 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 less experienced Account Managers and provide administrative direction to support staff
• Other duties may be assigned to meet business needs

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

Experience & Education

• Up to 5 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
• Professional designation (CPCU/CIC/ACSR/CISR) preferred
• Willingness to continue education is essential

Benefits

• Medical, Dental, Vision, Paid Time Off, 401k and much more.