Senior Account Manager, Transportation

This is a fully remote position, open to applicants in Texas.

📋 Description

• Oversee daily management of commercial client accounts, coordinating services, addressing inquiries, and resolving issues.

• Ensure retention of both new and renewing clients while upholding high service standards.

• Cultivate relationships with insurance companies/MGAs to negotiate and secure quotes, binders, and endorsements.

• Manage a pre-established book of accounts and negotiate renewals for current customers.

• Collaborate with producers and Triumph sales teams to facilitate business development and grasp client/prospect needs.

• Submit coverage specifications and request quotes from potential carriers for both new and renewal business.

• Identify appropriate client service support and address inquiries from clients and carriers.

• Implement proactive and ongoing client contact initiatives.

• Enter and update accounts and policies in AMS360, maintain an up-to-date suspense, and verify the accuracy of policies and endorsements.

• Ensure that insurance policy terms and conditions are accurately prepared and reflect the coverage presented to the insured.

• Communicate any subjectivities and exclusions, documenting differences in policy forms when comparing quotes.

• Identify coverage gaps and cross-selling opportunities; recommend and implement suitable coverage solutions.

• Supervise Client Services Representatives and provide mentorship to less experienced Account Managers and support staff.

• Conduct back-office operations and administrative tasks.

• Perform additional duties as required to meet business objectives.

⛳️ Requirements

• Up to 5 years of recent experience in Commercial Lines Account Management.

• Transportation experience is a must.

• Proven success in delivering excellent customer service.

• High School diploma; an undergraduate degree is preferred.

• An appropriate insurance agent’s license is required.

• Professional designation (CPCU/CIC/ACSR/CISR) is preferred.

• Intermediate to advanced proficiency in Microsoft Office: Excel, Word, Outlook, and PowerPoint.

• Proficiency in AMS360 software is preferred.

• Ability to engage with internal and external clients at all levels.

• Strong organizational skills.

• High level of self-discipline and motivation.

• Ability to adhere to processes and procedures while contributing to their development.

• Solution-oriented problem-solving skills and demonstrated analytical capabilities.

• Capacity to work independently, leveraging education and professional experience.

• Technical and cognitive abilities to ensure accuracy, precision, and timely completion of projects within budget.

• Effective and professional verbal and written communication skills.

• Tact, diplomacy, discretion, and sound judgment with the ability to foster and maintain effective interpersonal relationships.

• Bilingual in Spanish/English is a plus.

🏝️ Benefits

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Paid Time Off.

• 401k.

• A commitment to continued education is essential.