Associate Manager, Protect

Social Finance • Frisco, TX

46d

About The Position

We are looking for an experienced insurance sales manager to join 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.

We're seeking a highly organized and member-focused Personal Lines Insurance Manager to lead a 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 a team of personal lines agents 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 establishing 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 fast
paced and nimble environment. By running after problems, putting members first, and having a positive approach, you will thrive and deliver differentiated experiences for our members.

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

Nice To Haves

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

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed
• Number of Employees: 51-100 employees