Client Accounts Manager - Insurance (On-Site Vancouver)

U Trust Insurance Agency LLC®; Vancouver (WA); On-site; USD 52,000 - 78,000; Full time

Job summary

U Trust Insurance Agency LLC is seeking an Account Manager to join our Vancouver, WA team. 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.

The ideal candidate is organized, reliable, detail-oriented, and able to prioritize multiple tasks in a structured office setting.

Qualifications

• Experience in account management, customer support, or another client-facing position.

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

Skills

Account management

Client communication

Organizational skills

Prioritize workload

Tech savvy

Job description

U Trust Insurance Agency LLC is seeking an Account Manager to join our Vancouver, WA team. 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.

The ideal candidate is organized, reliable, detail-oriented, and able to prioritize multiple tasks in a structured office setting.