Commercial Lines Account Manager - Triumph Insurance Group

Join Triumph!

At Triumph, a member of the Triumph Financial portfolio of brands, we believe the strength of our commitment is reflected in product innovation and the strategic partnerships we've established. That's why we look for team members who work hard to make a difference in their workplace and community. Our goal is to make long-term improvements in everything and everyone we touch. We thrive on providing exceptional customer service, and we look for friendly professionals dedicated to helping customers achieve their financial goals.

Position Summary

The 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 & Responsibilities

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 personnelNegotiates 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 managersWork 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 businessDetermines 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 initiativesIndependently enters and maintains accounts/policies in AMS360 while maintaining a current suspense; reviews insurance policies and endorsements for accuracySolely 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 proposalIndependently communicates subjectivities and exclusions for new and renewal business and document the difference in policy forms when comparing various quotesUses 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 coverageProvides guidance to less experienced Account Managers and provide administrative direction to support staffOther duties may be assigned to meet business needs

Skills & Abilities Required

Intermediate to advanced-level proficiency with Microsoft Office: Excel, Word, Outlook, and PowerPointAMS360 software proficiency preferredAbility to work with internal and external clients at all levelsHigh level of organizationHigh degree of self-discipline and motivationAbility to follow processes and procedures and help develop new processes and procedures to help the company become more efficientSolution driven problem solving skills and proven analytical skillsMust possess the ability to work independently, applying education and professional experience to achieve outstanding resultsDemonstrates highest level technical and cognitive abilities to ensure accuracy, precision and complete projects on time and on budgetEffective, professional verbal and written communication skillsDemonstrates considerable tact, diplomacy, discretion and judgment with ability to build and maintain effective interpersonal relationshipsBilingual - Spanish/English a plus

Experience & Education

Up to 5 years of recent Commercial Lines Account Management experience, Transportation experience preferred. Demonstrated success in overall customer serviceHigh School diploma; undergraduate degree preferredAppropriate insurance agent’s license required Professional designation (CPCU/CIC/ACSR/CISR) preferredWillingness to continue education is essential

We offer Medical, Dental, Vision, Paid Time Off, 401k and much more.

Go on. Do it. Apply Today!