Associate, Insurance Senior Business Analyst
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Job Location:
San Francisco, CA - USA
Monthly Salary:
Not Disclosed
Posted on:
8 days ago
Vacancies:
1 Vacancy
Job Summary
Employee Applicant Privacy Notice
Who we are:
Shape a brighter financial future with us.
Together with our members were changing the way people think about and interact with personal finance.
Were 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 were at the forefront. Were proud to come to work every day knowing that what we do has a direct impact on peoples lives with our core values guiding us every step of the way. Join us to invest in yourself your career and the financial world.
The Role
We are seeking an Associate Insurance Senior Business Analyst to help lead the charge in launching and scaling SoFis insurance this 0 to 1 role you will be responsible for laying the foundation of our Insurance products driving cross-functional priorities and ensuring the business long-term health.
This is a truly cross-functional position for a builder who loves to run after problems. You will work across our suite of insurance products (home auto life) and enable the team to drive meaningful growth. You will work cross-functionally with Product Engineering Design Sales Operations Compliance and Legal to ensure we deliver a best-in-class experience.
What Youll Do
- Support the Business Lead in all facets of the insurance business
- Partner with cross-functional leaders from across Product Engineering Sales Marketing Legal Compliance and more to ensure we are helping our members Get Their Money Right
- Drive external partnership conversations with insurance counterparts
- Own the source of truth for the Insurance portfolio. Design and maintain rigorous reporting dashboards to track KPIs such as origination volume cost of acquisition (CAC) delinquency rates and net promoter score (NPS)
- Monitor portfolio performance daily; identify trends and get to the truth behind the data to help arrive at strategic decisions
- Drive the daily operations of the insurance funnel identifying friction points and working with product & operations to implement iterative improvements
- Identify insurance growth opportunities to drive member penetration
What Youll Need
- Experience: 2 years of experience in insurance consulting or investment banking roles with specific exposure to insurance (property & casualty or life insurance preferred).
- Relationship Management: Demonstrated capabilities to manage third-party vendors or complex partnerships driving value and accountability.
- Analytical Skills: Strong data fluency. You are comfortable using SQL Tableau or Excel/Google Sheets to manipulate large datasets and derive business insights.
- Cross-Functional Leadership: Ability to influence without authority and work effectively with technical and non-technical teams (Engineering Legal Compliance).
- Product Development: Have an experience developing product or partnering with product organization managing to launch consumer and small business lending
Nice to Have
- Experience working in a high-growth agile Fintech environment.
- Experience working at a highly regulated institution (i.e. a Bank)
Required Experience:
Senior IC
About Company
Why do 10M+ members trust SoFi? Financial solutions for school, marriage, starting a family, home buying, retirement, or whatever’s next. Member FDIC.
