Baldwin

Baldwin

Customer Service Representative II - Obie Insurance

Remote US · Mid

Sponsorship not specifiedDetected 5 days ago
SalesforceCustomer SupportCommunicationCollaborationProblem SolvingWritingProperty & Casualty

About the role

  • Thousands of owners nationwide trust us to be the insurance experts, so they don't have 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.

Responsibilities

  • 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

Requirements

  • 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
  • You enjoy improving processes instead of just following them

Nice to have

  • 4+ years working in the insurance industry (homeowners/property experience strongly preferred)
  • Spanish fluency (preferred but not required )
  • You're tech-savvy (Salesforce experience is a plus)

Compensation

  • Obie values transparency and data driven decision making, enabling us to have a consistent and equitable approach to compensation.

Benefits

  • Comprehensive health, dental, vision and 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
  • Service property policies (coverage changes, renewals, endorsements, billing questions, etc.)

Company info

  • Processing endorsements and policy changes
  • Handling billing and renewal questions
  • Communicating clearly with customers and carriers
  • Maintaining accurate documentation in Salesforce
  • Our company's blog to learn more about the market we serve and the information our customers value.

This listing is sourced directly from Baldwin's careers page and normalized into a canonical job model.