Associate, Insurance Senior Business Analyst

SoFi • Frisco, TX

1d

About The Position

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.

Requirements

• 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 Haves

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

Responsibilities

• 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 This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 1,001-5,000 employees