Senior Account Manager – Lead

Job not on LinkedIn

🕒 May 17

🗣️🇪🇸 Spanish Required

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Logo of Triumph Financial, Inc.

Triumph Financial, Inc.

1001 - 5000 employees

Founded 2007

💳 Fintech

🚗 Transport

🏦 Banking

Fintech • Transport • Banking

Triumph Financial, Inc. is a financial technology company that specializes in payments, factoring, and banking services, particularly for the trucking and transportation industry. The company operates under several brands, including TriumphPay, Triumph, and TBK Bank. TriumphPay is a dedicated payments network for freight brokers, factors, shippers, and carriers in North America. Triumph offers cash flow management services, such as factoring, fuel programs, insurance, and equipment finance. TBK Bank provides a wide array of consumer, business, and commercial banking solutions. Triumph Financial focuses on reducing friction in cash flow management and increasing the speed of payments by leveraging technology and innovation. They also engage in various philanthropic efforts and have a strong commitment to their team members, clients, and communities.

📋 Description

• Independently manages accounts on a day-to-day basis • Maintains timeliness and completeness when interacting with clients • Negotiates carrier coverage based on client needs • Submits coverage specifications and obtains quotes • Responds to client and carrier inquiries • Prepares Insurance Proposals and communicates subjectivities and exclusions • Provides guidance to direct reports and training to Team on new and existing programs

🎯 Requirements

• 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. • Intermediate to advanced-level proficiency with Microsoft Office: Excel, Word, Outlook, and PowerPoint • AMS360 software proficiency preferred • Bilingual - Spanish/English a plus.

🏖️ Benefits

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

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