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Triumph Financial, Inc.

Senior Account Manager – Lead

Triumph Financial, Inc.

Senior Account Manager managing commercial clients and supporting business development activities. Negotiating renewals, maintaining relationships, and ensuring service standards are upheld.

Posted 6/16/2026full-timeRemote • Alaska, Rhode Island, Vermont, Wyoming • 🇺🇸 United StatesSenior💰 $86,578 - $129,867 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
Commercial Lines Account ManagementInsurance Proposal preparationPolicy reviewCarrier negotiationCoverage specificationClient relationship managementProactive contact initiatives
Soft Skills
Problem-solvingCommunicationNegotiationInterpersonal skillsOrganizational skills
Tools & Technologies
AMS360Microsoft OfficeExcelWordOutlookPowerPoint
Certifications & Qualifications
Insurance agent’s license
Industry Keywords
Transportation experienceClient inquiriesCarrier product managementNew and renewal businessSubjectivities and exclusions

About the role

Key responsibilities & impact
  • Independently manages accounts on a day-to-day basis including coordinating all services, answering questions, and resolving problems
  • Negotiates and secures appropriate carrier coverage based upon client needs for new and renewal business
  • Maintains ongoing relationships with carrier product managers
  • Works closely with Triumph’s sales teams to understand a client and/or prospect’s needs, submits coverage specifications and obtains quotes
  • Presents Coverages to clients independently
  • Responds to client and carrier inquiries
  • Maintains and enhances the company’s relationships with existing clients by executing proactive contact initiatives
  • Enters and maintains accounts/policies in AMS360
  • Reviews insurance policies and endorsements for accuracy
  • Prepares Insurance Proposal and communicates subjectivities and exclusions for new and renewal business

Requirements

What you’ll need
  • At least 2 years of recent Commercial Lines Account Management experience
  • Transportation experience required
  • High School diploma; undergraduate degree preferred
  • Appropriate insurance agent’s license required
  • Willingness to continue education is essential
  • Intermediate to advanced-level proficiency with Microsoft Office: Excel, Word, Outlook, and PowerPoint
  • AMS360 software proficiency preferred.
  • Bilingual - Spanish/English a plus.

Benefits

Comp & perks
  • Medical
  • Dental
  • Vision
  • Paid Time Off
  • 401k