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Company Site

Account Manager

U Trust Insurance Agency
Vancouver, USA
Full-time
Manager
Onsite
Discovered Today
Account management

Full Job Posting

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

Preferred Qualifications

  • 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
  • Knowledge of Ukrainian or Russian language is a plus

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