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ObiePosted 1 month ago

P & C Licensed Insurance Customer Service Representative II

$39,520–$56,160 year

Remote

Full TimeLicense Or CertificationSmall

Job Summary

Resolve customer insurance requests via Salesforce cases, phone calls, and internal workflows by servicing property policies for coverage changes, renewals, endorsements, and billing questions. Partner directly with carrier partners and referral sources to advocate for clients while maintaining accurate documentation and data integrity within Salesforce. Identify inefficiencies and suggest process improvements to enhance operations in a fully remote environment. Prioritize multiple service requests with a focus on accuracy and responsiveness, operating with autonomy in a structured service team.

Required Qualifications

  • 4+ years working in the insurance industry
  • 2+ years in a customer-facing service role
  • Active Property & Casualty insurance license

Desired Qualifications

  • homeowners/property experience
  • Experience servicing HO3, DP3, or landlord policies
  • Experience working in an MGA, agency, or carrier environment
  • Strong understanding of endorsements and coverage structure
  • Spanish fluency
  • Salesforce experience

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