Associate Manager, Protect

SoFi is hiring an Associate Manager for SoFi Protect, its in-house insurance agency. The role leads personal lines insurance agents, drives sales and service performance, and helps establish processes for selling insurance to members.

Responsibilities:

• 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
• Identify cross-sell opportunities and help close any coverage gaps

Requirements:

• 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
• Independent agency experience working with broad range of insurance carriers
• Servicing experience
• Life insurance experience