Licensed Customer Service Representative, Protect

United Statesmid

Customer Support SpecialistCustomer

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Quick Summary

Key Responsibilities

Engage potential and current members via phone, email, text,

Technical Tools

Customer Support SpecialistCustomer

Employee Applicant Privacy Notice

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.

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.

Responsibilities

~1 min read

→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.

We are a small team looking for someone who wants to be collaborative, identify problems, and have a voice in making the business better.

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

~2 min read

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.

To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!