Customer Service Representative II

Title: Customer Service Representative II

- Obie Insurance

Location: Remote US

Job Description:

At Obie, wedon’tjust 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 bethe insuranceexperts, so theydon’thave 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. Ifyou'repassionate about driving change and eager toimpactthe real estate and insurance market, Obie is the place for you.

OurChicago basedemployees arehybrid, andexpected to be in office on Tuesdays and Thursdays.

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’llbe part of a structured service team responsible for:

• Processing endorsements and policy changes

• Handling billing and renewal questions

• Communicating clearly with customers and carriers

• Maintainingaccuratedocumentation 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

Youwon’tbe 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(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

• Identifyinefficiencies and suggest process improvements

• Operate with accountability and autonomy in a fully remote environment

WhatWe’reLooking 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 (before starting — non-negotiable)

You’llStand 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)

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’recomfortable making decisions without constant direction

• You communicate clearly and professionally — even in challenging conversations

• You’retech-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-growinginsurtechenvironment

• Work with experienced insurance leaders who understand the industry

Interview Process

At Obie, transparency is core to our interview process. We focus on open communication and a positiveexperience;  no trickquestions—just honest conversations aboutyourskills and aspirations. To help you prepare, please familiarize yourself with these resources before moving forward:

• Our company’s blogtolearn 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

Meet us and get to know Obie
You'll first talk to Mary on a 30-minute call todeterminewhetherwe’rea good fit for one another.You’lllearn more about Obie and have the chance to ask about our company, team, culture, and product.

Complete a Project Exercise
This role requires strong verbal and written communication skills, sowe’llask you to complete a short exercise.We’llassess your problem-solving abilities, writing skills, empathy, demeanor, and organization skills. More details will come when youreachthis step!

Meet the hiring manager
Next,you'llhave a 45-minute video interview with the hiring managers, Ben Sax and Chrissy Palmer, to assess your technical skills for the role.

Meet the Team
Sinceyou'llbe joining a close-knit team,we'llask you to meet other people in thecompanyso 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’recommitted to driving progress for our customers and team. Through advanced digital tools, a trusted agent network, and strategic partnerships, Obie provides real estateinvestorsthe 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,visionand life insurance

• Flexible paid time off including 12 week Paid Parental Leave

• Retirement savings plan with company match

• Equity participation opportunities

• Monthly stipends to support a healthy lifestyle and learning and development opportunities

Obie values transparency and data driven decision making, enabling us to have a consistent andequitableapproach to compensation. We are informed by a benchmarking tool which providesreal timecompensation data allowing us to regularly check our salary ranges against otherventure backedcompanies and startups within our industry.We'veprovidedthe full base salary range for this role below, but please note that we typically target themid pointof 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 recruiterregardingyour compensation expectations.

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