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Obie · 2 weeks ago

P & C Licensed Insurance Customer Service Representative II

United States

Full-time

Remote

Mid Level

$19/hr - $27/hr

4+ years exp

Obie is a company that ensures progress for real estate investors and landlords by providing innovative insurance solutions. The role involves resolving insurance requests, delivering top-tier customer service, and educating clients about the company's programs and products.

Commercial InsuranceCommercial Real EstateInsuranceInsurTechReal Estate

Growth Opportunities

Responsibilities

Resolve insurance requests quickly and accurately for our current clients through Salesforce cases, incoming phone calls, and other sources of customer requests

Deliver top tier customer experience with every interaction

Work closely with current customers to educate them on the benefits of our programs and products while ensuring all accounts are serviced a in a timely manner

Work closely with referral sources and carrier contacts to successfully deliver for our customers

Adhere to our processes related to customer follow-up and data gathering

Maintain the existing culture predicated on motivation and positive reinforcement while upholding a standard of accountability to self, team, and company

Complete other duties as assigned

Qualification

Property & Casualty licenseCustomer service experienceSalesforceDetail orientationG SuiteExcelTime managementCommunication skillsProblem-solvingAdaptabilityOwnershipPositive attitude

Required

4+ years working in insurance, homeowners experience is preferred

2+ years in a customer service role

Fearlessness and adaptability in a fast-moving, ever changing environment and a strong ability to multi-task

Detail orientation in everything you do: there is a lot of customer and policy information flying by you – having a keen eye here is essential to your success

Ability to demonstrate how to prioritize competing demands while managing your time effectively

As the role is remote, the ability to collaborate in a virtual environment is a must

Excellent verbal and written communication skills to assist with customer needs, problem solve, answer questions, and leave a positive impression

Strong sense of ownership and resourcefulness: comfortable working independently, using available tools, documentation, and subject-matter experts to solve problems efficiently

Experience and comfort using a variety of software tools from Salesforce, Excel and G Suite, to include but not limited to policy management and accounting systems

Personal standard for excellence: strong process orientation and interest in finding better ways to do things

Positive “can do” attitude and a desire to contribute to a growing, energetic work environment

An active Property & Casualty insurance license is required before starting