Surplus Lines Filing & Compliance Analyst

Posted 23 Days Ago
Hiring Remotely in United States
Remote
25K-56K Annually
Junior
Insurance • PropTech
Obie is an insurtech company, hyper-focused on driving value for the modern real estate investor and their partners.
The Role
The role involves ensuring compliance in surplus lines insurance operations, completing filings, managing procedures, and advising on compliance questions.
Summary Generated by Built In

At Obie, we don’t just insure properties — we ensure progress. With advanced technology, real-time data, and a vast network of agents and partners, we help real estate investors and landlords get insurance coverage whenever and wherever they need it. Thousands of owners nationwide trust us to be the insurance experts, so they don’t have to be.


Joining our team means embracing a fast-moving environment driven by innovation, collaboration, and constant progress. We learn quickly, iterate often, and celebrate wins together. If you're passionate about driving change and eager to impact the real estate and insurance market, Obie is the place for you.


Our Chicago based employees are hybrid, and expected to be in office on Tuesdays and Thursdays.


Brief Summary of Role

Obie is looking for a bright, hard-working individual to assist with the compliance needs of our surplus lines insurance operations. This person will help maintain and manage procedures that ensure regulatory and legal compliance in accordance with applicable state statutes and regulations.

Those successful in this role will have knowledge and experience in the surplus lines insurance space with passions for leading by example and creating new and different solutions while leveraging technology. 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

  • 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
  • Assist in overseeing Virtual Assistants from assignment creation to reviewing work

What you'll Bring

  • Knowledge of surplus lines laws & regulations
  • 2+ years of P&C insurance compliance experience
  • Surplus lines operations experience
  • Firm grasp on regulatory needs and applicable resources
  • Experience and comfort using a variety of software tools from Excel and G Suite, to policy management and customer relationship management software
  • Excellent verbal and written communication skills
  • Fearlessness and adaptability in a fast-moving, ever-changing environment and ability to work on multiple tasks at once. Self-motivated, analytical, and organized with a strong work ethic.
  • Ability to prioritize competing demands and manage time effectively

Interview Process

At Obie, transparency is core to our interview process. We focus on open communication and a positive experience; no trick questions—just honest conversations about your skills and aspirations. To help you prepare, please familiarize yourself with these resources before moving forward:

  • Our company’s blog to learn more about the market we serve and the information our customers value.
  • Check out our LinkedIn to see how people interact with our brand and product.
  • Press and podcast features like Inc. 5000, TechCrunch, Innovate State, Uncontested Investing Podcast, Insurtech Amplified Podcast
  1. Meet us and get to know Obie
    You'll first talk to Skylar on a 30-minute call to determine whether we’re a good fit for one another. You’ll learn more about Obie and have the chance to ask about our company, team, culture, and product.
  2. Meet the hiring manager
    Next, you'll have a 45-minute video interview with the hiring manager, Brandon, to assess your technical skills for the role.
  3. Complete a Project Exercise
    This role requires strong communication and analytical skills, so we’ll ask you to complete a short exercise. You can take your time and use the resources available. We’ll assess your problem-solving abilities, writing skills, empathy, demeanor, and organization skills. More details will come when you reach this step!
  4. 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! This conversation will be a 60-minute video interview.

Moving Forward with Obie

Obie is leading the future of real estate investment protection, securing over $25 billion in coverage for thousands of policyholders nationwide. Backed by $39 million in funding and recognized as a top workplace by Built In and Inc., we’re committed to driving progress for our customers and team. Through advanced digital tools, a trusted agent network, and strategic partnerships, Obie provides real estate investors the insurance coverage they need to move forward confidently.


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:

  • Comprehensive health, dental, vision and life insurance
  • Flexible paid time off
  • Retirement savings plan with company match


Obie values transparency and data driven decision making, enabling us to have a consistent and equitable approach to compensation. We are informed by a benchmarking tool which provides real time compensation data allowing us to regularly check our salary ranges against other venture backed companies and startups within our industry. We've provided the starting base salary range for this role below. Your salary is dependent upon many factors, including years of relevant experience, expertise, etc.
$56,250 - $90,000 USD per year


During your first interview, you can expect to have an open conversation with your recruiter regarding your compensation expectations.

Top Skills

Customer Relationship Management Software
Excel
Google Suite
Policy Management Software
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The Company
HQ: Chicago, IL
125 Employees
Year Founded: 2017

What We Do

Obie is the leading investment property insurance platform, providing landlords, real estate investors, and partners with instant quotes, tailored coverage, and an entirely digital experience. Backed by proprietary technology, Obie simplifies insurance so deals can close faster and investors can move forward with confidence. Whether they’re obtaining a quote in under 5 minutes on our website, via a partner platform, or through an independent agent partner, Obie has real estate investors covered. Since 2017, Obie has been on a mission to simplify, streamline, and enhance landlord insurance for the 17 million real estate investors and landlords across the United States. With expert-backed coverage, intuitive tools, and embedded technology, Obie delivers fast, reliable insurance solutions designed to fit how real estate professionals work today. Instead of waiting weeks to satisfy insurance requirements or to find the right coverage on a rental, investors and landlords of 1-4 unit properties can obtain instantly bindable quotes thanks to the Obie instant quote process. This offering goes beyond Obie’s own web presence by integrating into partner websites, platforms, and processes. Obie is more than a pioneer; it is the only company to offer a truly seamless embedded insurance process to investors. The Obie instant quote process leverages data enrichment, applying unique algorithms to up to 1,000 data points obtained through multiple databases. This methodology allows Obie to more accurately assess risk, making underwriting faster and more efficient. In doing so, Obie’s technology not only drives faster quote generation, but also ensures that each quote meets the distinct needs of each property and investor. The result is a superior customer experience that confirms Obie’s position as the leading digital provider of insurance for real estate investors. With thousands of policyholders nationwide and $60 billion in coverage secured, Obie is already transforming how real estate investors protect their assets—and we’re just getting started. Backed by $39 million in funding from industry giants like Battery Ventures and Thomvest Ventures, we’re rapidly growing and continually adapting to meet the unique needs of our customers. Whether through our advanced digital tools, trusted agent network, or strategic partnerships, Obie sets a new standard in real estate investment insurance, ensuring those we serve move forward.

Why Work With Us

Joining our team means embracing a fast-moving environment driven by innovation, collaboration, and constant progress. We learn quickly, iterate often, embrace curiosity, and celebrate wins together. If you're passionate about driving change and eager to impact the real estate and insurance market, Obie is the place for you.

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