Senior Account Manager, Transportation

Triumph Financial, Inc.

. Manage commercial client accounts day to day, coordinating services, answering questions and resolving problems .

Posted 9/23/2026full-timeRemote • Texas • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Commercial Lines Account Management with a focus on client retention, relationship building, and effective communication. Proficient in managing client accounts, negotiating insurance terms, and utilizing AMS360 software to ensure accuracy and compliance.

Highest-signal resume keywords

Commercial Lines Account ManagementAMS360 Software ProficiencyInsurance Agent's LicenseCustomer Service ExcellenceTransportation Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account ManagementNegotiationPolicy ReviewCoverage SpecificationProblem SolvingAnalytical SkillsProcess DevelopmentClient Relationship ManagementCross-SellingBack-Office Operations

Soft Skills

Effective CommunicationOrganizationSelf-DisciplineInterpersonal SkillsTact and Diplomacy

Tools & Technologies

Microsoft OfficeAMS360

Certifications & Qualifications

Insurance Agent's LicenseCPCUCICACSRCISR

Industry Keywords

Commercial InsuranceClient RetentionInsurance NegotiationService StandardsCoverage Gaps

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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
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
Solution driven problem solving skills and proven analytical skills
Ability to work independently, applying education and professional experience
Technical and cognitive abilities to ensure accuracy, precision and complete projects on time and on budget
Effective, professional verbal and written communication skills
Tact, diplomacy, discretion and judgment with ability to build and maintain effective interpersonal relationships
Bilingual - Spanish/English a plus

Benefits

Comp & perks

Medical insurance
Dental insurance
Vision insurance
Paid Time Off
401k
Willingness to continue education is essential