Join Triumph Insurance Group!

At Triumph Insurance Group, we believe our team members make a difference. They make a difference in the lives of their customers, their communities and with our organization as a whole. That’s why we look for team members with an entrepreneurial spirit and a passion to build successful partnership with our clients and the insurance companies we represent. Because at the end of the day our goal is to help out partners business run better. 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 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 needs

Experience & 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

Skills & 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 plus

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

Go on. Do it. Apply Today!