Customer Success Representative Ii

About Obie

Obie is an insurance technology company, hyper-focused on driving value for the modern real estate investor and the partners they work with every day. Whether an owner, lender, agent, or property manager, Obie’s mission is to build technology and insurance products that drive efficiency and fundamentally change the way insurance is bought and sold.

As the industry leader in embedded and instant insurance products, Obie was recently honored as Business Insurance Best Places to Work and one of Inc Magazine's Fastest Growing Companies for 2022. Obie is one of a small number of companies that are both a Y-Combinator and NAR REACH accelerator alum.

To date, Obie has raised $13.7 million from leading proptech investors including Battery Ventures, Thomvest Ventures, MetaProp, Second Century Ventures, and Funders Club. The company has two offices, one in Chicago, IL and the other in Sarasota, FL, but also offers employees the option to work remotely.

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

• Strive to follow processes related to customer follow-up and data gathering
• Help facilitate underwriting processes to maintain the profitability and integrity of the book of business
• Maintain the existing culture predicated on motivation and positive reinforcement while upholding a standard of accountability to self, team, and company
• Work closely with internal stakeholders, external agencies, and partners to ensure all accounts are serviced appropriately
• Support testing efforts as we launch new state markets and insurance product features
• Crush your monthly service goals
• Complete other duties as assigned
• Use your in-depth knowledge to find procedural efficiencies to continually evolve our best practices

What You'll Bring

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

Interview Process

We want you at your best, and won't be giving you any gotcha-style questions - we aren't like that. We want to get to know you, hear about what you're interested in, and learn about what you hope to do in the future.

You should familiarize yourself with these resources before continuing:

• Podcast appearances: (The Ryan Hanley Show, REM #22)
• Some posts with and about us around the web (Inc 5000, Estate Innovation, Geek Estate Blog, Business Wire)
• Check out our Twitter and LinkedIn to get a glimpse of how people interact with our brand and product
• Meet us and learn about Obie
• Our company’s blog to learn more about the space we’re working in, where we write about landlord insurance

You'll first talk to Mary on a 30-minute call; you won't need to prepare anything in advance. The goal of this conversation is to get to know you and mutually explore if we might be a good fit for each other. You'll learn more about Obie and have a chance to ask any questions about our company, team, culture, and product.

• Meet the hiring manager

You'll get to have a 45-minute video interview with the hiring manager for this role, Joel Place. This discussion will be more technical in nature to ensure you have the skills needed to be successful in the role.

• Project exercise

We will present you with a short exercise to complete, so please be thorough and use the resources available to you. More on this when you get there!

• 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.

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

Summer hours