Senior Account Manager, Transportation

Emploi pas sur LinkedIn

🕒 il y a 1 mois

🤠 Texas – Distant

infoinfo

⏰ Temps Plein

🟠 Senior

💰 Responsable de comptes

🗣️🇺🇸🇬🇧 Anglais requis

🗣️🇪🇸 Espagnol requis

D'où vient cette offre

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Repérée par Remote Rocketship il y a 1 mois

Toujours ouverte sur le site de Triumph Financial, Inc.. Vérifiée il y a 20 heures.

Logo of Triumph Financial, Inc.

Triumph Financial, Inc.

1001 - 5000 employés

Fondée en 2007

💳 Fintech

🚗 Transport

🏦 Banque

Fintech • Transport • Banking

Triumph Financial, Inc. est une entreprise de technologie financière spécialisée dans les paiements, l'affacturage et les services bancaires, notamment pour l'industrie du transport et du camionnage. L'entreprise opère sous plusieurs marques, dont TriumphPay, Triumph, et TBK Bank. TriumphPay est un réseau de paiement dédié aux courtiers de fret, affactureurs, expéditeurs et transporteurs en Amérique du Nord. Triumph propose des services de gestion de trésorerie, tels que l'affacturage, des programmes de carburant, des assurances et le financement d'équipements. TBK Bank offre une large gamme de solutions bancaires pour les particuliers, les entreprises et les commerces. Triumph Financial se concentre sur la réduction des frictions dans la gestion de trésorerie et l'accélération des paiements en s'appuyant sur la technologie et l'innovation. Ils participent également à divers efforts philanthropiques et ont un fort engagement envers leurs employés, clients et communautés.

Description

• 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

🎯 Exigences

• 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

🏖️ Avantages

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

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