Obie Companies

Insurance

• Take in sales leads, determine which type of policy will be needed, and effectively quote business
• Track and manage new sales leads and metrics
• Proactive and diligent client follow up
• Service existing accounts

Insurance Specialist II

Customer Support

• 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 appropriately
• 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

Customer Service Representative II

Compliance

• Help manage the diligent effort operation and ensure its compliance with each respective state & insurance program
• Complete surplus lines filings; ensure they are compliant and on time
• Work with accounting to remit tax and fee payments to the state
• Assist in compliance needs as it pertains to the insurance operation including but not limited to monitoring, auditing, investigating, and updating policy lifecycle operations and procedures
• Maintain accurate compliance resources, by state, for underwriting, operations & insurance product
• Advise on ad-hoc compliance questions from different business units throughout the organization
• Provide input to operational projects as it pertains to by-state regulatory compliance

Insurance Specialist II

Customer Service Representative II

Surplus Lines Filing and Compliance Analyst