P & C Licensed Insurance Customer Service Representative II

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

This role is ideal for someone who:

• Has solid insurance servicing experience
• Works well within defined processes
• Is comfortable managing a steady flow of cases and calls
• Takes pride in accuracy and responsiveness

You 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 Do

• 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 You'll Bring

• 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)

You'll Stand Out If You Have

• 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)

What Makes You Successful Here

• You can prioritize and manage multiple service requests without losing accuracy
• You understand that details matter — especially in property insurance
• You’re comfortable making decisions without constant direction
• You communicate clearly and professionally — even in challenging conversations
• You’re tech-savvy (Salesforce experience is a plus)
• You enjoy improving processes instead of just following them

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

We 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 Process

At 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 Podcast

1. Meet us and get to know Obie
   You'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.
2. Complete a Project Exercise
   This 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!
3. Meet the hiring manager
   Next, 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.
4. Meet the Team
   Since 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 better

Moving Forward with Obie

Obie 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 Covered

Being 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 insurance
• Flexible paid time off
• Retirement savings plan with company match

Obie 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.