Customer Service Representative II - Obie Insurance

The Baldwin Group is a leading company in the insurance sector, and they are seeking a Customer Service Representative II to join their team at Obie. The role involves handling property policies and customer requests, ensuring high-quality customer experiences, and maintaining accurate documentation.

Responsibilities:

• Resolve customer insurance requests via Salesforce cases, phone calls, and internal workflows
• Service property policies (coverage changes, renewals, endorsements, billing questions, etc.)
• Deliver high-quality customer experiences — especially in complex or time-sensitive situations
• Partner directly with carrier partners and referral sources to advocate for clients
• Maintain strong documentation and data accuracy within Salesforce
• Identify inefficiencies and suggest process improvements
• Operate with accountability and autonomy in a fully remote environment

Requirements:

• 4+ years working in the insurance industry (homeowners/property experience strongly preferred)
• 2+ years in a customer-facing service role
• Active Property & Casualty insurance license (required before starting — non-negotiable)
• 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 (preferred but not required)