Senior Account Manager, Transportation

Job not on LinkedIn

🔥 12 hours ago

🤠 Texas – Remote

🤠 Texas – Remote

⏰ Full Time

🟠 Senior

💰 Account Manager

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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

• 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

🎯 Requirements

• 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

🏖️ Benefits

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