Triumph Financial, Inc.

Account Manager

• Manage commercial client accounts day to day, coordinating services, answering questions and resolving problems
• Manage retention of new and renewal clients while maintaining high service standards
• Maintain relationships with insurance companies/MGAs to negotiate and obtain quotes, binders and endorsements
• Manage an established book of accounts and negotiate renewals for existing customers
• Partner with producers and Triumph sales teams to support business development and understand client/prospect needs
• Submit coverage specifications and obtain quotes from potential carriers for new and renewal business
• Determine appropriate client service support and respond to client and carrier inquiries
• Execute proactive and ongoing client contact initiatives
• Enter and maintain accounts and policies in AMS360, maintain a current suspense, and review policies and endorsements for accuracy
• Ensure insurance policy terms and conditions are properly prepared and provide the coverage presented to the insured
• Communicate subjectivities and exclusions and document differences in policy forms when comparing quotes
• Identify coverage gaps and cross-selling opportunities; recommend and implement appropriate coverage
• Supervise Client Services Representatives and provide guidance to less experienced Account Managers and support staff
• Perform back-office operations and administration
• Perform other duties as assigned to meet business needs

Senior Account Manager, Transportation

Customer Support

• Lead and communicate the product vision and strategy in alignment with company objectives
• Manage the full product lifecycle from discovery to launch and iteration
• Collaborate closely with software engineers, designers, data, customer experience, and marketing teams to deliver high-quality products on time
• Analyze market trends, customer feedback, and product performance to guide decision-making
• Apply AI where it matters, where intelligence creates improvements in your product area, and drive those bets from initial ideation through enablement
• Represent the voice and experiences of the customer(s)
• Prioritize product features and enhancements based on business impact and customer value
• Mentor and inspire the product team, sharing best practices and helping elevate the team's capabilities
• Influence key stakeholders, including executives, to align and drive support for product initiatives
• Identify new product opportunities and stay ahead of emerging technologies
• Work in an environment involving moderate noise, computers, phones, and printers
• Perform work requiring standing, sitting, talking, hearing, computer keyboard and telephone use, and light to moderate lifting

Senior Account Manager, Transportation

Staff Product Manager – Customer Experience