P & C Licensed Insurance Customer Service Representative II at Obie | Torre

P & C Licensed Insurance Customer Service Representative II

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Full-time

Legal agreement: Employment

Compensation
USD19 - 27/hour
location_on
Remote (for United States residents)
Shared by
Emma of Torre.ai
3 months ago

Responsibilities


At Obie, we don’t just insure properties — we ensure progress. With advanced technology, real-time data, and a vast network of agents and partners, we help real estate investors and landlords get insurance coverage whenever and wherever they need it. Thousands of owners nationwide trust us to be the insurance experts, so they don’t have to be.Joining our team means embracing a fast-moving environment driven by innovation, collaboration, and constant progress. We learn quickly, iterate often, and celebrate wins together. If you're passionate about driving change and eager to impact the real estate and insurance market, Obie is the place for you.Brief Summary of RoleThis 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 changesHandling billing and renewal questionsCommunicating clearly with customers and carriersMaintaining accurate documentation in SalesforceThis role is ideal for someone who:Has solid insurance servicing experienceWorks well within defined processesIs comfortable managing a steady flow of cases and callsTakes pride in accuracy and responsivenessYou won’t be managing a book of business or responsible for sales quotas — this is a service-focused role where execution, consistency, and professionalism matter.What You'll DoResolve customer insurance requests via Salesforce cases, phone calls, and internal workflowsService property policies (coverage changes, renewals, endorsements, billing questions, etc.)Deliver high-quality customer experiences — especially in complex or time-sensitive situationsPartner directly with carrier partners and referral sources to advocate for clientsMaintain strong documentation and data accuracy within SalesforceIdentify inefficiencies and suggest process improvementsOperate with accountability and autonomy in a fully remote environmentWhat You'll Bring4+ years working in the insurance industry (homeowners/property experience strongly preferred)2+ years in a customer-facing service roleActive Property & Casualty insurance license (required before starting — non-negotiable)You'll Stand Out If You HaveExperience servicing HO3, DP3, or landlord policiesExperience working in an MGA, agency, or carrier environmentStrong understanding of endorsements and coverage structureSpanish fluency (preferred but not required)What Makes You Successful HereYou can prioritize and manage multiple service requests without losing accuracyYou understand that details matter — especially in property insuranceYou’re comfortable making decisions without constant directionYou communicate clearly and professionally — even in challenging conversationsYou’re tech-savvy (Salesforce experience is a plus)You enjoy improving processes instead of just following themWhy Insurance Professionals Choose ObieFully remote work environmentOpportunity to influence process improvementsExposure to a fast-growing insurtech environmentWork with experienced insurance leaders who understand the industryWe are scaling quickly and looking to add multiple experienced professionals to the team. If you are licensed, experienced, and ready to contribute at a higher level — we want to meet you.Interview ProcessAt Obie, transparency is core to our interview process. We focus on open communication and a positive experience; no trick questions—just honest conversations about your skills and aspirations. To help you prepare, please familiarize yourself with these resources before moving forward:Our company’s blog to learn more about the market we serve and the information our customers value.Check out our LinkedIn to see how people interact with our brand and product.Press and podcast features like Inc. 5000, TechCrunch, Innovate State, Uncontested Investing Podcast, Insurtech Amplified PodcastMeet us and get to know ObieYou'll first talk to Kara on a 30-minute call to determine whether we’re a good fit for one another. You’ll learn more about Obie and have the chance to ask about our company, team, culture, and product.Complete a Project ExerciseThis role requires strong communication and analytical skills, so we’ll ask you to complete a short exercise. You can take your time and use the resources available. We’ll assess your problem-solving abilities, writing skills, empathy, demeanor, and organization skills. More details will come when you reach this step!Meet the hiring managerNext, you'll have a 1 hour video interview with the hiring managers, Chrissy Palmer and Ben Sax, to assess your technical skills for the role.Meet the TeamSince you'll be joining a close-knit team, we'll ask you to meet other people in the company so we get to know each other a bit betterMoving Forward with ObieObie is leading the future of real estate investment protection, securing over $25 billion in coverage for thousands of policyholders nationwide. Backed by $39 million in funding and recognized as a top workplace by Built In and Inc., we’re committed to driving progress for our customers and team. Through advanced digital tools, a trusted agent network, and strategic partnerships, Obie provides real estate investors the insurance coverage they need to move forward confidently.Obie has you CoveredBeing in the insurance industry, we understand the importance of comprehensive benefits for you and your family. These are just some of the benefits and perks we provide:Comprehensive health, dental, vision and life insuranceFlexible paid time offRetirement savings plan with company matchObie values transparency and data driven decision making, enabling us to have a consistent and equitable approach to compensation. We are informed by a benchmarking tool which provides real time compensation data allowing us to regularly check our salary ranges against other venture backed companies and startups within our industry. We've provided the full base salary range for this role below, but please note that we typically target the mid point of the salary range to allow room for growth within the role. Your salary is dependent upon many factors, including years of relevant experience, expertise, etc.During your first interview, you can expect to have an open conversation with your recruiter regarding your compensation expectations.