On-Site Insurance Account Manager - Vancouver

U Trust Insurance Agency LLC

Vermont

On-site

USD 55,000 - 75,000

Full time

5 days ago
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Job summary

U Trust Insurance, located in Vancouver, WA, is seeking an Account Manager to nurture client relationships, manage accounts, coordinate service requests, and collaborate with internal teams to ensure accuracy and timely responses.

This full-time, on-site role emphasizes ownership, clear communication, and high attention to detail in a fast-paced insurance environment. If you’re proactive, organized, and customer-focused, you’ll thrive on our collaborative team.

Qualifications

  • Experience in account management or customer support.
  • Insurance knowledge preferred.
  • Active Property and Casualty license a plus; we support obtaining one.
  • Strong communication and organization.
  • Ability to work accurately in a fast-paced environment.
  • Ownership and follow-through; ability to work with team.

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 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
Customer support
Client-facing
Communication
Organization
Ownership
Independent work
Tech savvy
Software learning
Ukrainian/Russian

Job description

U Trust Insurance, located in Vancouver, WA, is seeking an Account Manager to nurture client relationships, manage accounts, coordinate service requests, and collaborate with internal teams to ensure accuracy and timely responses.

This full-time, on-site role emphasizes ownership, clear communication, and high attention to detail in a fast-paced insurance environment. If you’re proactive, organized, and customer-focused, you’ll thrive on our collaborative team.

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