Senior Account Manager, Transportation

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🕒 Setembro 23

🤠 Texas – Remoto

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💰 Gerente de Contas

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🗣️🇪🇸 Espanhol obrigatório

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Logo of Triumph Financial, Inc.

Triumph Financial, Inc.

1001 - 5000 funcionários

Fundada em 2007

💳 Fintech

🚗 Transporte

🏦 Bancário

Fintech • Transport • Banking

Triumph Financial, Inc. é uma empresa de tecnologia financeira que se especializa em pagamentos, factoring e serviços bancários, especialmente para a indústria de transporte e logística. A empresa opera sob várias marcas, incluindo TriumphPay, Triumph e TBK Bank. O TriumphPay é uma rede de pagamentos dedicada a corretores de frete, fatores, embarcadores e transportadoras na América do Norte. A Triumph oferece serviços de gestão de fluxo de caixa, como factoring, programas de combustível, seguros e financiamento de equipamentos. O TBK Bank oferece uma ampla gama de soluções bancárias para consumidores, empresas e comércio. A Triumph Financial foca em reduzir o atrito na gestão do fluxo de caixa e aumentar a velocidade dos pagamentos alavancando tecnologia e inovação. A empresa também está envolvida em várias ações filantrópicas e tem um forte compromisso com seus membros da equipe, clientes e comunidades.

Descrição

• Manage commercial client accounts day to day, coordinating services, answering questions and resolving problems • Manage retention of new and renewal clients while maintaining high service standards • Maintain relationships with insurance companies/MGAs to negotiate and obtain quotes, binders and endorsements • Manage an established book of accounts and negotiate renewals for existing customers • Partner with producers and Triumph sales teams to support business development and understand client/prospect needs • Submit coverage specifications and obtain quotes from potential carriers for new and renewal business • Determine appropriate client service support and respond to client and carrier inquiries • Execute proactive and ongoing client contact initiatives • Enter and maintain accounts and policies in AMS360, maintain a current suspense, and review policies and endorsements for accuracy • Ensure insurance policy terms and conditions are properly prepared and provide the coverage presented to the insured • Communicate subjectivities and exclusions and document differences in policy forms when comparing quotes • Identify coverage gaps and cross-selling opportunities; recommend and implement appropriate coverage • Supervise Client Services Representatives and provide guidance to less experienced Account Managers and support staff • Perform back-office operations and administration • Perform other duties as assigned to meet business needs

🎯 Requisitos

• 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 • 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 • Solution driven problem solving skills and proven analytical skills • Ability to work independently, applying education and professional experience • Technical and cognitive abilities to ensure accuracy, precision and complete projects on time and on budget • Effective, professional verbal and written communication skills • Tact, diplomacy, discretion and judgment with ability to build and maintain effective interpersonal relationships • Bilingual - Spanish/English a plus

🏖️ Benefícios

• Medical insurance • Dental insurance • Vision insurance • Paid Time Off • 401k • Willingness to continue education is essential

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