Act as a licensed insurance frontline specialist supporting post-purchase customer journeys via phone, email, text, and chat. Troubleshoot billing, process endorsements, adjust coverage across carrier portals, collect documentation, monitor renewals and retention opportunities, identify cross-sell/upsell, and help save at-risk accounts.

Sell and advise members on life, home, and auto insurance via phone, email, text, and chat. Manage leads and sales pipeline, quote and fulfill policies across carrier panels, identify cross-sell opportunities, and help build operational processes for SoFi Protect while working with cross-functional teams.