P & C Licensed Insurance Customer Service Representative II

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