Senior Account Manager – Lead

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🐻 Alaska, Rhode Island, +2 more states – Remote

🐻 Alaska – Remote ⚓ Rhode Island – Remote 🍁 Vermont – Remote 🦬 Wyoming – Remote

💵 $86.6k - $129.9k / year

⏰ Full Time

🟠 Senior

💰 Account Manager

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Triumph Financial, Inc.

WebsiteLinkedInAll Job Openings

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 including coordinating all services, answering questions, and resolving problems • Negotiates and secures appropriate carrier coverage based upon client needs for new and renewal business • Maintains ongoing relationships with carrier product managers • Works closely with Triumph’s sales teams to understand a client and/or prospect’s needs, submits coverage specifications and obtains quotes • Presents Coverages to clients independently • Responds to client and carrier inquiries • Maintains and enhances the company’s relationships with existing clients by executing proactive contact initiatives • Enters and maintains accounts/policies in AMS360 • Reviews insurance policies and endorsements for accuracy • Prepares Insurance Proposal and communicates subjectivities and exclusions for new and renewal business

🎯 Requirements

• At least 2 years of recent Commercial Lines Account Management experience • Transportation experience required • 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