What are the responsibilities and job description for the Account Manager - TIG position at Triumph Financial?
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 & 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 needs
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
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
Triumph Financial, Inc. and its subsidiaries (hereafter the “Company”) is an equal opportunity employer and provides equal employment opportunities to all employees and applicants for employment. The Company prohibits discrimination and harassment against all employees and applicants for employment based on race, color, sex, gender, age, religion, creed, covered veteran status, military service, national origin or ancestry, ethnicity, sexual orientation, gender identity, gender expression, transgender status, actual or perceived physical or mental disability, genetic information, citizenship or immigration status, marital status, pregnancy, childbirth, or related medical conditions, reproductive health decision making, or any other characteristic protected by law. Equal employment opportunity applies to all terms and conditions of employment, including, without limitation, hiring, placement, promotion, termination, layoff, recall, transfer, leave of absence, compensation, and training.
