Customer Service Representative II

Obie

14h•Remote

About The Position

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 a strong sense of intellectual curiosity, the ability to think critically, and a desire to help others solve problems. Additionally, you'll be self motivated and directed with a strong ability to work autonomously as you'll be expected to succeed without heavy direction. The hours for this role will fall within 10:00 AM - 8:00 PM EST, Monday - Friday. It is an 8-1/2 work day with 30 minutes for lunch.

Requirements

4+ years working in insurance, homeowners experience is preferred
2+ years in a customer service role
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 to your success
Ability to demonstrate how to prioritize competing demands while managing your time effectively
As the role is remote, the ability to collaborate in a virtual environment is a must
Excellent verbal and written communication skills to assist with customer needs, problem solve, answer questions, and leave a positive impression.
Strong sense of ownership and resourcefulness: comfortable working independently, using available tools, documentation, and subject-matter experts to solve problems efficiently.
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.

Responsibilities

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 a in a timely manner
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