Licensed Customer Service Representative, Protect

SoFi; Frisco (TX); On-site; USD 45,000 - 70,000; Full time

Job summary

SoFi is seeking licensed insurance professionals to act as frontline champions of our insurance agency in Frisco, Texas. You will own the post-purchase experience, troubleshoot billing, adjust coverage, and spot upsell opportunities while helping members maximize value from our all-in-one platform.

Join a collaborative team that values problem-solving and a proactive approach, with opportunities to influence product improvements and better serve customers across the network.

Qualifications

• 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.

Responsibilities

• Engage potential and current members via phone, email, text, and chat to assist with their insurance needs.
• Respond quickly to customer needs helping to resolve inquiries quickly and efficiently.
• Help collect post-bind documentation to ensure customer policies are handled properly.
• Navigate 20+ carrier portals to adjust coverages with high accuracy.
• Receive customer service inquiries from a variety of sources helping our agents focus on selling.
• Monitor the book of business to identify retention opportunities.
• Review renewals to ensure customers have the most up to date information.
• Identify cross-sell opportunities and help close any coverage gaps.

Skills

Property & Casualty Insurance

Active licenses in Property & Casualty

Excellent written and verbal comms

Sales skills

Multitasking

Job description

Who we are: Shape a brighter financial future with us.

Employee Applicant Privacy Notice

Who we are: Shape a brighter financial future with us.

Together with our members, we’re changing the way people think about and interact with personal finance.

We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way.

Join us to invest in yourself, your career, and the financial world.

The role: We are looking for licensed insurance professionals to act as the frontline champions of our insurance agency. In this role, you will serve as the go-to guide for our users as they navigate their insurance protection journeys. You will own the entire post-purchase experience - troubleshooting complex billing issues, processing endorsements, adjusting coverage on the fly, spotting upsell opportunities, and saving accounts at risk of churning. If you are a naturally empathetic problem-solver who loves insurance and wants to help users get the most value out of our all-in-one platform, we want to hear from you.

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 do

• Engage potential and current members via phone, email, text, and chat to assist with their insurance needs
• Respond quickly to customer needs helping to resolve inquires quickly and efficiently
• Help collect post-bind documentation to ensure customer policies are handled properly
• Navigate 20+ carrier portals to adjust coverages with high accuracy
• Receive customer service inquiries from a variety of sources helping our agents focus on selling
• Monitor the book of business to identify retention opportunities
• Review renewals to ensure customers have the most up to date information
• Identify cross-sell opportunities and help close any coverage gaps.

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
• Life insurance experience

Compensation And Benefits

The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location.

SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.

The Company hires the best qualified candidate for the job, without regard to protected characteristics.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

New York applicants: Notice of Employee Rights

SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email [e-mail].

Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.