Associate Manager, Protect

The role:

We are looking for an experienced insurance sales manager to help build the SoFi Protect business and lead a team of licensed agents delivering exceptional experiences for SoFi members. SoFi Protect is the in-house insurance agency helping SoFi members fulfill their protection needs across Home, Auto, and Life Insurance  Insurance.

We're seeking a highly organized and member-focused Personal Lines Insurance Manager to lead our dedicated team in driving sales while delivering exceptional service. If you thrive in a high-paced environment focused on SELLING and ADVISING customers this role is for you. You will be responsible for managing our team as they interact with members via email, chat, and phone to provide guidance and help them through coverage conversations. You will help drive the team to achieve core metrics across sales, customer engagement, and more. 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: 

• Provide leadership and coaching for our team of sales agents, fostering a collaborative and high-performance culture
• Develop and implement strategies to achieve agency goals for sales
• Coach and assist agents on best practices as they engage potential and current members via phone, email, text, and chat to assist with their insurance needs
• Oversee 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:

• 5+ years of experience selling Property & Casualty Insurance 
• Proven experience managing a team 
• Has strengths in hiring, coaching, performance management, and team member development
• Effectively manages time and resources within team, department and cross functionally
• Must have valid state active licenses in Property & Casualty or Personal Lines insurance
• Excellent written and verbal communication skills 
• Ability to multitask and stay organized to meet deadlines on time 
• 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