Customer Service Representative II

📋 Description

• • Obie is seeking a dedicated and proactive Customer Service Representative II to join our dynamic team, playing a pivotal role in our mission to revolutionize the real estate insurance market through advanced technology and exceptional service.
• • In this role, you will be instrumental in ensuring our clients receive prompt, accurate, and world-class support for their insurance needs, directly contributing to Obie's reputation for innovation and customer delight.
• • You will manage and resolve insurance-related inquiries from our existing client base, leveraging multiple communication channels including Salesforce cases, incoming phone calls, and other customer request platforms.
• • A core responsibility will be to deliver a consistently top-tier customer experience with every single interaction, fostering strong relationships and ensuring client satisfaction.
• • You will actively engage with current customers to educate them on the comprehensive benefits of Obie's programs and products, ensuring their accounts are managed efficiently and serviced in a timely manner.
• • Collaboration is key; you will work closely with referral sources and carrier contacts to facilitate the successful delivery of services and solutions for our customers.
• • Adherence to established processes for customer follow-up and meticulous data gathering is essential for maintaining operational efficiency and data integrity.
• • You will contribute to and uphold Obie's unique culture, which is built on motivation, positive reinforcement, and a shared commitment to accountability towards oneself, the team, and the company's overarching goals.
• • This role requires a strong sense of intellectual curiosity, enabling you to think critically and approach problem-solving with an innovative mindset.
• • You will be expected to be self-motivated and directed, demonstrating a strong ability to work autonomously and succeed without the need for constant supervision.
• • The ideal candidate will possess a fearlessness and adaptability to thrive in a fast-moving, ever-changing environment, coupled with a robust ability to multitask effectively.
• • Exceptional detail orientation is crucial, as you will be handling a significant volume of customer and policy information, requiring a keen eye to ensure accuracy and prevent errors.
• • You must be able to demonstrate a clear ability to prioritize competing demands and manage your time effectively to meet service level agreements and client expectations.
• • As this is a remote position, strong collaboration skills within a virtual environment are paramount to ensure seamless teamwork and communication.
• • Excellent verbal and written communication skills are necessary for assisting customers, effectively problem-solving, answering complex questions, and leaving a lasting positive impression.
• • A strong sense of ownership and resourcefulness is expected; you should be comfortable working independently, utilizing available tools, documentation, and subject-matter experts to resolve issues efficiently.
• • Proficiency with a variety of software tools, including Salesforce, Excel, and G Suite, as well as policy management and accounting systems, is required.
• • You will bring a personal standard for excellence, demonstrating strong process orientation and a genuine interest in identifying and implementing improvements to existing workflows.
• • A positive, “can-do” attitude and a genuine desire to contribute to a growing, energetic, and innovative work environment are essential qualities.
• • You will be responsible for completing other assigned duties as needed, contributing to the overall success of the customer service team and the company.
• • The role operates within specific hours, falling between 10:00 AM - 8:00 PM EST, Monday through Friday, with an 8-1/2 hour workday that includes a 30-minute lunch break.
• • This position offers the opportunity to make a significant impact in a rapidly growing InsurTech company, contributing to a culture that values progress, collaboration, and customer success.