Job Description
About Us:
U Trust Insurance Agency LLC is a leading trucking insurance agency, proudly serving clients across 31 states. We are known for our commitment to delivering tailored insurance solutions and outstanding customer support. As we continue to grow, we're looking for dedicated professionals to join our remote team.
Position Overview:
We are currently seeking a Customer Success Manager who will serve as a trusted partner to our clients after the policy is bound. You’ll guide them through our post-bind processes, help them get the most value from our services, and ensure an exceptional experience every step of the way. This is a fully remote role, requiring availability to work during Pacific Time (PT) hours.
Responsibilities:
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Manage and support clients through post-bind insurance processes
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Guide clients in using our platforms and services effectively
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Build and maintain lasting client relationships through regular engagement
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Respond to client inquiries via phone, email, and Zoom promptly and professionally
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Collaborate with internal teams to resolve issues and improve service delivery
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Educate clients about policy details, renewals, and additional services
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Use customer data and insights to identify upsell opportunities and boost satisfaction
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Handle documentation and client communication using digital tools
Tools You’ll Use:
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Salesforce Sales Cloud
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Zoom Phone & Zoom WorkSpace
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DocuSign
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Office 365 (Outlook, Excel, Word, Teams)
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Additional internal systems and CRMs
Requirements:
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Previous experience in a Customer Success, Account Management, or Client Support role
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Background in insurance or post-bind processes is a strong plus
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Excellent verbal and written communication skills
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Fluency in Russian or Ukrainian is required
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Familiarity with digital customer tools like Salesforce, Zendesk, and Office 365
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Detail-oriented, organized, and proactive problem-solver
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Comfortable working independently in a remote environment
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Availability to work full-time on Pacific Time (PT) schedule
Career Growth:
We invest in our people. This role offers opportunities to grow into managerial positions or become a licensed insurance agent. You'll have access to corporate training programs and support for professional development.
Schedule:
Monday to Friday, 21:00–05:00 (your local time), aligned with Pacific Time (PT) hours.
Benefits:
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Competitive salary based on experience
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Paid time off and holidays
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Career development and ongoing training
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Friendly, supportive, remote-first work environment
Trial Period:
A two-month trial period applies, during which performance and fit will be assessed.
How to Apply:
If you are a client-focused professional who thrives on helping others succeed, we’d love to hear from you. Please submit your resume and a brief cover letter explaining your relevant experience and why you’re a great fit for this role.
