Commercial Lines Account Manager (Transportation)

Company: Triumph Financial
Location: Dallas
Posted on: January 24, 2025

Job Description:

Job DescriptionPosition SummaryThe Account Manager will be primarily responsible for the ongoing management of commercial clients, retention of new and renewal clients, and maintaining a partnership with the producer to support business development activities while upholding high service standards. Duties to include maintaining relationships with multiple insurance companies/MGAs to negotiate and obtain quotes, binders, endorsements, etc., managing an established book of accounts, negotiating renewals for existing customers, supervising Client Services Representatives, obtaining information and documentation from new and existing clients, resolving customer issues, and back-office management of operations and administration.ESSENTIAL DUTIES & RESPONSIBILTIES

• Independently manages accounts on a day-to-day basis which includes coordinating all services, answering all questions, and resolving problems, which may arise; maintains timeliness and completeness when interacting with clients, agency and company personnel
• Negotiates and secures the most appropriate carrier coverage based upon client needs for new and renewal business and negotiating cost of those coverages; maintains ongoing relationships with carrier product managers
• Work closely with Triumph's sales teams to understand a client and/or prospect's needs, submits coverage specifications and obtains quotes from potential carriers for new and renewal business
• Determines appropriate client service support for new and existing clients; responds to client and carrier inquiries, maintains and enhances the company's relationships with existing clients by executing proactive and ongoing contact initiatives
• Independently enters and maintains accounts/policies in AMS360 while maintaining a current suspense; reviews insurance policies and endorsements for accuracy
• Solely responsible for ensuring all the terms and conditions of the insurance policies written by the insurance company are properly prepared and provides all of the coverage that was presented to the insured in our proposal
• Independently communicates subjectivities and exclusions for new and renewal business and document the difference in policy forms when comparing various quotes
• Uses specific industry training and knowledge to determine the needs of the client and identify cross-selling opportunities; expands/rounds-out existing accounts by identifying potential gaps in coverage, recommending and implementing proper coverage
• Provides guidance to less experienced Account Managers and provide administrative direction to support staff
• Other duties may be assigned to meet business needsSKILLS & ABILITIES REQUIRED
  • 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 to help the company become more efficient
  • Solution driven problem solving skills and proven analytical skills
  • Must possess the ability to work independently, applying education and professional experience to achieve outstanding results
  • Demonstrates highest level technical and cognitive abilities to ensure accuracy, precision and complete projects on time and on budget
  • Effective, professional verbal and written communication skills
  • Demonstrates considerable tact, diplomacy, discretion and judgment with ability to build and maintain effective interpersonal relationships
  • Bilingual - Spanish/English a plusEXPERIENCE & EDUCATION
    • 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
    • Willingness to continue education is essential

Keywords: Triumph Financial, North Richland Hills , Commercial Lines Account Manager (Transportation), Executive , Dallas, Texas