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Who we are:
Shape a brighter financial future with us.
Together with our members, we’re changing the way people think about and interact with personal finance.
We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.
The role:
We are looking for licensed insurance professionals to act as the frontline champions of our insurance agency. In this role, you will serve as the go-to guide for our users as they navigate their insurance protection journeys. You will own the entire post-purchase experience - troubleshooting complex billing issues, processing endorsements, adjusting coverage on the fly, spotting upsell opportunities, and saving accounts at risk of churning. If you are a naturally empathetic problem-solver who loves insurance and wants to help users get the most value out of our all-in-one platform, we want to hear from you.
What you’ll do:
- Engage potential and current members via phone, email, text, and chat to assist with their insurance needs
- Respond quickly to customer needs helping to resolve inquires quickly and efficiently
- Help collect post-bind documentation to ensure customer policies are handled properly
- Navigate 20+ carrier portals to adjust coverages with high accuracy
- Receive customer service inquiries from a variety of sources helping our agents focus on selling
- Monitor the book of business to identify retention opportunities
- Review renewals to ensure customers have the most up to date information
- Identify cross-sell opportunities and help close any coverage gaps.
We are a small team looking for someone who wants to be collaborative, identify problems, and have a voice in making the business better.
What you’ll need:
- 2+ years of experience selling Property & Casualty Insurance
- Must have valid state active licenses in Property & Casualty or Personal Lines insurance
- Excellent written and verbal communication skills
- Proven interpersonal and sales skills with a track record of meeting or exceeding sales goals are highly preferred
- Ability to multitask and stay organized to meet deadlines on time
- Ability to analyze members' needs and provide a tailored insurance solution
- Self-motivated, resourceful, and flexible with the ability to take an entrepreneurial approach to problem-solving
Nice to have:
- Independent agency experience working with broad range of insurance carriers
- Life insurance experience
Skills Required
- 2+ years of experience selling Property & Casualty Insurance
- Valid state active licenses in Property & Casualty or Personal Lines insurance
- Excellent written and verbal communication skills
- Proven interpersonal and sales skills with track record of meeting or exceeding sales goals
- Ability to multitask and stay organized to meet deadlines
- Ability to analyze members' needs and provide tailored insurance solutions
- Self-motivated, resourceful, flexible, entrepreneurial approach to problem-solving
- Independent agency experience working with broad range of insurance carriers
- Life insurance experience
What the Team is Saying
What We Do
SoFi wasn’t built to be a bank. Or a technology company. We were built for one mission: help people achieve financial independence so they can realize their ambitions. Redefining an entire industry isn’t easy work—and it’s not for the faint of heart. It takes a certain kind of team. People with diverse perspectives and expertise, united by a common sense of purpose. People willing to challenge assumptions but always do the right thing. People proving that innovation and responsibility don’t have to compete, but can come together to create something truly unconventional in the world. For the last eight years, we’ve been charting this new path forward. We call it The SoFi Way. At SoFi, we don’t just talk about culture: we live it. The SoFi Way is how we show up every day, how we make decisions, and how we build for our members, clients, and each other.
Why Work With Us
Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation Fintech company using innovative, mobile-first technology to help our members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront.
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Hybrid Workspace
Employees engage in a combination of remote and on-site work.
For the majority of our workforce who work on a hybrid schedule, the in-office requirement is a handful of days per month!
