Customer Service Representative II - Obie Insurance
Brief Summary Of Role
This is a hands-on service role for experienced, licensed insurance professionals who are comfortable handling property policies and customer requests independently. You'll be part of a structured service team responsible for:
- Processing endorsements and policy changes
- Handling billing and renewal questions
- Communicating clearly with customers and carriers
- Maintaining accurate documentation in Salesforce
What You'll Do (responsibilities)
Resolve customer insurance requests via Salesforce cases, phone calls, and internal workflows
Service property policies (coverage changes, renewals, endorsements, billing questions, etc.)
Deliver high-quality customer experiences - especially in complex or time-sensitive situations
Partner directly with carrier partners and referral sources to advocate for clients
Maintain strong documentation and data accuracy within Salesforce
Identify inefficiencies and suggest process improvements
Operate with accountability and autonomy in a fully remote environment
What We're Looking For
- 4+ years working in the insurance industry (homeowners/property experience strongly preferred)
- 2+ years in a customer-facing service role
- Active Property & Casualty insurance license (required before starting - non-negotiable)
What Makes You Stand Out
- Experience servicing HO3, DP3, or landlord policies
- Experience working in an MGA, agency, or carrier environment
- Strong understanding of endorsements and coverage structure
- Spanish fluency (preferred but not required)
Why Insurance Professionals Choose Obie
- Fully remote work environment
- Opportunity to influence process improvements
- Exposure to a fast-growing insurtech environment
- Work with experienced insurance leaders who understand the industry