Customer Service Representative II - Obie Insurance
Core
Service property insurance policies for real estate investors and landlords, handling coverage changes, renewals, and billing inquiries.
Role type
Senior IC customer service representative (property insurance)
Builds
Property insurance policies and customer service workflows
Domain
Insurance / Real Estate
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Property & Casualty insurance licensing, policy servicing, billing management, carrier communication, Salesforce case management, process improvement
Preferred skills
HO3/DP3/landlord policy experience, MGA/agency/carrier environment background, endorsements and coverage structure knowledge, Spanish fluency
Technologies
Salesforce
Responsibilities
Resolve customer insurance requests via Salesforce cases, phone calls, and internal workflows; Service property policies (coverage changes, renewals, endorsements, billing questions); Partner with carrier partners and referral sources to advocate for clients; Maintain strong documentation and data accuracy within Salesforce; Identify inefficiencies and suggest process improvements
Seniority
Mid-level, hands-on IC