Serve as a licensed insurance customer service professional handling post-purchase support: troubleshoot billing, process endorsements, adjust coverage, navigate carrier portals, monitor retention, review renewals, identify cross-sell and upsell opportunities, and support agents by resolving inquiries across phone, email, text, and chat.

Sell and advise members on Life, Home, and Auto insurance via phone, email, chat, and text. Manage leads and sales pipeline from intake through quoting and fulfillment, navigate carrier panels, identify cross-sell opportunities, and help build operational processes for the SoFi Protect business while collaborating with cross-functional teams.