Description
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.
As an Associate Manager, Protect, 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.
Your key responsibilities will include:
- Providing leadership and coaching for our team of sales agents, fostering a collaborative and high-performance culture
- Developing and implementing strategies to achieve agency goals for sales
- Coaching and assisting agents on best practices as they engage potential and current members via phone, email, text, and chat to assist with their insurance needs
- Overseeing the entire lifecycle of the insurance sale from intake to quoting to fulfillment, navigating our panel of insurance providers
- Identifying cross-sell opportunities and helping close any coverage gaps
To succeed in this role, you will need:
- 5+ years of experience selling Property & Casualty Insurance
- Proven experience managing a team
- Strengths in hiring, coaching, performance management, and team member development
- Effective time and resource management within team, department, and cross-functionally
- 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 a broad range of insurance carriers
- Servicing experience
- Life insurance experience
The base pay range for this role will be determined based on individual factors such as the candidate's experience, skills, and location.