2h ago

Associate, Insurance Senior Business Analyst

UT - Cottonwood Heights; CA - San Francisco HQ; VA - Reston; TX - Frisco

$105,600-$198,000 / year

full-timemidfinancial services

Tech Stack

Description

In this role, you will help launch and scale SoFi's insurance platform by driving cross-functional priorities, managing external partnerships, and ensuring long-term business health. You'll work with Product, Engineering, Sales, Operations, Compliance, and Legal to deliver a best-in-class experience for home, auto, and life insurance products.

Requirements

  • 2+ years in insurance, consulting, or investment banking with insurance exposure
  • Demonstrated ability to manage third-party vendors or complex partnerships
  • Strong data fluency with SQL, Tableau, or Excel/Google Sheets
  • Cross-functional leadership and ability to influence without authority
  • Experience in product development or partnering with product organizations

Responsibilities

  • Support Business Lead in all facets of insurance business
  • Partner cross-functionally with Product, Engineering, Sales, Marketing, Legal, Compliance
  • Drive external partnership conversations with insurance counterparts
  • Design and maintain reporting dashboards to track KPIs (origination volume, CAC, delinquency, NPS)
  • Monitor portfolio performance daily and identify growth opportunities
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