The Role

We are seeking an Associate, Insurance Senior Business Analyst  to help lead the charge in launching and scaling SoFi’s insurance platform. In this "0 to 1" role, you will be responsible for laying the foundation of our Insurance products, driving cross-functional priorities, and ensuring the business’ long-term health.

This is a truly cross-functional position for a builder who loves to "run after problems". You will work across our suite of insurance products (home, auto, life) and enable the team to drive meaningful growth. You will work cross-functionally with Product, Engineering, Design, Sales, Operations, Compliance, and Legal to ensure we deliver a best-in-class experience.

What You’ll Do

• Support the Business Lead in all facets of the insurance business
• Partner with cross-functional leaders from across Product, Engineering, Sales, Marketing, Legal, Compliance and more to ensure we are helping our members Get Their Money Right
• Drive external partnership conversations with insurance counterparts
• Own the "source of truth" for the Insurance portfolio. Design and maintain rigorous reporting dashboards to track KPIs such as origination volume, cost of acquisition (CAC), delinquency rates, and net promoter score (NPS)
• Monitor portfolio performance daily; identify trends and "get to the truth" behind the data to help arrive at strategic decisions
• Drive the daily operations of the insurance funnel, identifying friction points and working with product & operations to implement iterative improvements
• Identify insurance growth opportunities to drive member penetration 

What You’ll Need

• Experience: 2+ years of experience in insurance, consulting or investment banking roles with specific exposure to insurance (property & casualty or life insurance preferred).
• Relationship Management: Demonstrated capabilities to manage third-party vendors or complex partnerships, driving value and accountability.
• Analytical Skills: Strong data fluency. You are comfortable using SQL, Tableau, or Excel/Google Sheets to manipulate large datasets and derive business insights.
• Cross-Functional Leadership: Ability to influence without authority and work effectively with technical and non-technical teams (Engineering, Legal, Compliance).
• Product Development: Have an experience developing product or partnering with product organization managing to launch consumer and small business lending 

Nice to Have

• Experience working in a high-growth, agile Fintech environment.
• Experience working at a highly regulated institution (i.e. a Bank)

The role:

We are looking for an experienced insurance agent to help build the SoFi Protect business and deliver exceptional experiences for SoFi members. SoFi Protect is the in-house insurance agency helping SoFi members fulfill their protection needs across Life, Home, and Auto Insurance.

If you like to SELL and ADVISE customers this role is for you. You will interact with members via email, chat, and phone to provide guidance and help them through coverage conversations. Since this is a newer part of the SoFi business, you will also be integral in building out the core processes and functions to shape and define how insurance is sold at SoFi.

This opportunity is for go-getters who want to be in a business at an early stage, helping to shape the future and accelerate their careers in sales and operations. By running after problems, putting members first, and having a positive approach, you will thrive and deliver differentiated experiences for our members.

What you’ll do: 

• Engage potential and current members via phone, email, text, and chat to assist with their insurance needs
• Receive new leads and manage a pipeline of both SoFi members and direct-to-consumer leads
• Drive the entire lifecycle of the insurance sale from intake to quoting to fulfillment, navigating our panel of insurance providers.
• Assist the Business Lead of Protect with the operational build-out of SoFi Protect products and services 
• Identify cross-sell opportunities and help close any coverage gaps.
• Work collaboratively with cross-functional teams to help further enhance the business.

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
• Servicing experience
• Life insurance experience