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Account Manager - TIG

Dallas, TX
  • Posted: over a month ago
  • Full-Time
Job Description
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 and 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

Skills and 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 and 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


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

Go on.  Do it.  Apply Today!
Company Description
Triumph provides the transportation industry access to more of the products and services that empower growth-minded entrepreneurs to expand their businesses.

Our total transportation finance solutions - factoring, fuel cards, insurance, equipment finance and cash flow management - collectively create greater value for our clients. As a whole, we maximize cash flow management and efficiencies, unlocking short- and long-term opportunities previously unavailable.

Our extensive knowledge of the ins- and outs of the transportation industry ensures our clients are prepared for the future.

We are proud to be an equal opportunity employer and we do not discriminate in recruitment, hiring, training, promotion, or other employment practices on the basis of age, race, gender, color, religion, national origin, disability, sexual orientation, veteran status, or any other basis that is prohibited by federal, state or local law.

Every day, we focus on creating value by helping our team members thrive, our customers succeed and our communities prosper. When we do this - we're Helping People Triumph.

Our long-standing core values are based on sound business practices and biblical principles. They flourish in our culture which helps our team members thrive, our customers succeed and our communities prosper. We commit ourselves to:
• Transparency
• Respect
• Investing for the future
• Unique is good
• Mission is more than the money
• People make the difference
• Humility

At TBK Bank, we focus on doing the most good in the areas of greatest needs through our philanthropic endeavors. Our philanthropic vision is focused in four areas:
• Training future leaders
• Establishing viable communities
• Giving people a second chance
• Serving the less fortunate
We support these initiatives at home and around the world. We partner with entrepreneurs who share our philanthropic priorities, have a history of effective assistance programs and are experts in their fields of service. This allows us to serve in places where we can create the biggest impact.



Dallas, TX



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