Note: The job is a remote job and is open to candidates in USA. Obie is a company that provides insurance coverage for real estate investors and landlords, leveraging advanced technology and a network of agents. The role of P & C Licensed Insurance Customer Service Representative II involves handling property policies and customer requests, ensuring high-quality service and accurate documentation.
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
Skills
- 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)
- 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)
Benefits
- Comprehensive health, dental, vision and life insurance
- Flexible paid time off
- Retirement savings plan with company match
- 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
Company Overview