The Baldwin Group
Customer Service Representative II - Obie Insurance
Remote US · Mid
Sponsorship not specifiedDetected 6 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.
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