Teams at SoFi

Sell and advise SoFi members on life, home, and auto insurance via phone, email, text, and chat. Manage leads and pipeline, run the full sales lifecycle from intake to quoting to fulfillment, identify cross-sell opportunities, and help build Protect operational processes while collaborating with cross-functional teams.

Provide licensed insurance customer support across phone, email, chat and text. Handle post-purchase tasks: billing, endorsements, coverage adjustments, renewals, retention and cross-sell opportunities. Navigate multiple carrier portals, collect documentation, monitor book of business, and resolve complex inquiries to reduce churn and support agents.

The Staff Credit Policy Analyst leads the development and governance of credit policies for home loans, ensuring compliance and operational efficiency while collaborating with leadership and cross-functional teams.