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:
Manage and support clients through post-bind insurance processes
Guide clients in using our platforms and services effectively
Build and maintain lasting client relationships through regular engagement
Respond to client inquiries via phone, email, and Zoom promptly and professionally
Collaborate with internal teams to resolve issues and improve service delivery
Educate clients about policy details, renewals, and additional services
Use customer data and insights to identify upsell opportunities and boost satisfaction
Handle documentation and client communication using digital tools
Tools You’ll Use:
Salesforce Sales Cloud
Zoom Phone & Zoom WorkSpace
DocuSign
Office 365 (Outlook, Excel, Word, Teams)
Additional internal systems and CRMs
Requirements:
Previous experience in a Customer Success, Account Management, or Client Support role
Background in insurance or post-bind processes is a strong plus
Excellent verbal and written communication skills
Fluency in Russian or Ukrainian is required
Familiarity with digital customer tools like Salesforce, Zendesk, and Office 365
Detail-oriented, organized, and proactive problem-solver
Comfortable working independently in a remote environment
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:
Competitive salary based on experience
Paid time off and holidays
Career development and ongoing training
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.
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