Senior Account Manager – Lead

Role Overview

• 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