Account Manager

U Trust Insurance Agency LLC; Vancouver (WA); On-site; USD 55,000 - 75,000; Full time

Job summary

U Trust Insurance is seeking an Account Manager to join our team in Vancouver, Washington. You will work closely with existing clients, manage account-related administrative tasks and servicing requests, and help ensure smooth communication between clients and internal departments.

This on-site role requires an organized, reliable, detail-oriented professional who can handle multiple priorities in a structured office setting.

Qualifications

• Experience in account management or client-facing roles.
• Insurance knowledge preferred; Property & Casualty license is a plus and we support obtaining one.
• Strong communication and organizational skills, with ability to build rapport and positive relationships.

Responsibilities

• Manage and support existing client accounts and servicing requests.
• Handle client communication in a professional and timely manner.
• Follow up on open requests and move them toward resolution.
• Keep client accounts and policy records complete, up to date, and well organized.
• Ensure data consistency and integrity across CRM and ERP systems.
• Collaborate with internal teams to support client needs.
• Maintain a high level of service and attention to detail in daily operations.

Skills

Account management

Customer support

Communication skills

Organizational skills

Multitasking

Tools

CRM

ERP systems

Job description

U Trust Insurance is looking for an Account Manager to join our team in Vancouver, Washington.

In this role, you will work closely with existing clients, manage account-related administrative tasks and servicing requests, and help ensure smooth communication between clients and internal departments.

We are looking for someone who is organized, reliable, detail-oriented, and comfortable managing multiple priorities in a structured office environment. Your work will play an important role in supporting a positive client experience while ensuring that account servicing and administrative processes are handled accurately and in accordance with company procedures.

This position is on-site in our Vancouver office.

Responsibilities

• Manage and support existing client accounts, related servicing requests
• Handle client communication in a professional and timely manner
• Follow up on open requests and help move them to resolution
• Keep client account and policy records complete, up to date, and well organized
• Ensure data consistency and integrity across CRM and ERP systems
• Work closely with internal teams to support client needs
• Help ensure a high level of service and attention to detail in daily operations

Qualifications

• Experience in account management, customer support, or another client-facing position
• Insurance industry experience preferred, with knowledge of insurance products, services, and markets
• An active Property and Casualty insurance producer license is a plus, and we are happy to support candidates who are interested in obtaining one
• Strong communication and organizational skills, with the ability to build rapport and maintain positive relationships with clients and partners
• Ability to work with accuracy in a fast-paced environment
• Strong sense of ownership and follow-through
• Ability to prioritize and manage workload independently while working effectively with team members and internal departments
• Tech savvy, able to quickly learn and navigate new software and systems
• Knowledge of Ukrainian or Russian language is a plus

Schedule

• Monday to Friday
• 8:00 AM – 4:00 PM
• On-site in Vancouver, WA

About U Trust Insurance

U Trust Insurance is an insurance agency serving the U.S. market. We rely on teamwork, consistency, and a high standard of service. We value people who are dependable, detail-oriented, and ready to contribute in a professional office setting.

Equal Opportunity Employer

U Trust Insurance is an equal opportunity employer andconsiders all qualified applicants without regard to legally protected characteristics.