Insurance Customer Success Rep

Chicago IL, Sarasota FL, Remote (Canada/US) /
Insurance /
About Obie

Obie is reinventing the insurance process for landlords and real estate investors. Whether you're a seasoned investor or just starting out, Obie makes requesting a quote and getting coverage simple and transparent. We’re on a mission to disrupt the single and multi-family rental property insurance sectors, and are looking for motivated and passionate individuals to join us!

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 will have a strong intellectual curiosity and a desire to help others solve problems.  Additionally, you’ll be self motivated and directed.  An ability to collaborate is a must, but you will be autonomous and expected to succeed without heavy direction.

What You'll Do:

    • Move fast to contact current clients within target time frames and develop relationships with customers to deliver a truly outstanding sales experience
    • 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
    • Crush your monthly service goals
    • Strive to follow 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:

    • 2+ years working in insurance customer service
    • 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
    • Experience and comfort using a variety of software tools from Excel and G Suite, to policy management and accounting systems
    • Excellent verbal and written communication skills to assist with customer needs, problem solve, answer questions, and leave a positive impression
    • Fearlessness and adaptability in a fast-moving, ever changing environment and ability to work on multiple tasks at once
    • Personal standard for excellence: Strong process orientation and interest in finding better ways to do things
    • Ability to prioritize competing demands and manage time effectively
    • Positive “can do” attitude and a desire to contribute to a growing, energetic work environment
    • An active Property & Casualty insurance license is a huge plus and is preferred
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:

Competitive salary
Flexible time off with an encouraged minimum time away to support a healthy work-life balance
12 weeks of Paid Parental Leave
Great health, dental and vision coverage
Life Insurance
Flexible Spending & Health Savings Accounts
Stock Options
401k match
Pet Insurance Reimbursement
Equipment budget - everything you need to do your best work
Professional development support
Company off-sites to support team development (as COVID allows)
Summer hours