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Resolve insurance requests quickly and accurately for clients while delivering top-tier customer experience. Work closely with customers and referral sources to educate them on programs and ensure proper account servicing.
Candidates should have 4+ years of experience in insurance and 2+ years in customer service. A Property & Casualty insurance license is required before starting, along with strong communication and analytical skills.
Brief Summary of Role Obie is looking for an innovative, bright, motivated and hard-working individual to join our team to help us accomplish our mission of combining insurance know-how, innovative technology and world-class service to delight our customers. Those successful in this role have the ability to critically think, have a strong intellectual curiosity and a desire to help others solve problems. Additionally, you’ll be self motivated and directed. An ability to work autonomously and collaborate in a virtual environment is a must. You will be expected to succeed without heavy direction. What You'll Do 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 appropriately 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 What You'll Bring 4+ years working in insurance 2+ years in a customer service role Spanish fluency desired 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 Ability to demonstrate how to prioritize competing demands while managing your time effectively Excellent verbal and written communication skills to assist with customer needs, problem solve, answer questions, and leave a positive impression 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. Interview Process At Obie, transparency is core to our interview process. We focus on open communication and a positive experience; no trick questions—just honest conversations about your skills and aspirations. To help you prepare, please familiarize yourself with these resources before moving forward: Our company’s blog to learn 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 to determine whether we’re a good fit for one another. You’ll learn more about Obie and have the chance to ask about our company, team, culture, and product. Complete a Project Exercise This role requires strong communication and analytical skills, so we’ll ask you to complete a short exercise. You can take your time and use the resources available. We’ll assess your problem-solving abilities, writing skills, empathy, demeanor, and organization skills. More details will come when you reach this step! Meet the hiring manager Next, you'll have a 45-minute video interview with the hiring managers, Brent Barnwell and Chrissy Palmer, to assess your technical skills for the role. Meet the Team Since you'll be joining a close-knit team, we'll ask you to meet other people in the company so 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’re committed to driving progress for our customers and team. Through advanced digital tools, a trusted agent network, and strategic partnerships, Obie provides real estate investors the 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, 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 Obie values transparency and data driven decision making, enabling us to have a consistent and equitable approach to compensation. We are informed by a benchmarking tool which provides real time compensation data allowing us to regularly check our salary ranges against other venture backed companies and startups within our industry. We've provided the full base salary range for this role below, but please note that we typically target the mid point of 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 recruiter regarding your compensation expectations.
This job posting was last updated on 10/11/2025