Insurance Advisor
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About this role
About the Role
The PURE Advisors team is instrumental in the fulfillment of PURE’s corporate marketing campaigns. The Advisors screen prospects, provide them with a positive introduction to PURE, advance them through the quoting process, and regularly provide pre-closed referrals to PURE-appointed independent brokers to support our mutual growth.
What You’ll Do
- Prequalify leads produced through corporate marketing and referrals
- Generate referral sources from existing members and other centers of influence
- Educate prospective members about PURE’s unique value proposition
- Conduct a review of prospective members’ property & liability exposures to identify appropriate coverage needs
- Prepare and present customized insurance proposals that reflect coverage needs
- Understand and explain PURE’s coverage and underwriting differences in all active states and territories
- Maintain and Document customer electronic files
What You'll Need
- Minimum of 2-3 years of sales and customer service experience in the Property and Casualty insurance industry, with a preference of high net worth personal lines experience
- Property and Casualty insurance license required, with a preference for a CIC designation
- Knowledge of Agency Management Systems, AMS 360 is preferred
- A Bachelor’s degree is preferred
- Excellent interpersonal, listening, organizational, written, and oral communication skills
- Attention to detail, analytical and solid problem solving skills; proficient in Excel, Outlook, Word applications
- Ability to demonstrate integrity, exhibit team spirit and enthusiasm, and establish trust and credibility
- Agile learner who can quickly absorb information and apply it to current business situations
What We Do
We're a member-owned property and casualty insurer designed exclusively for financially successful families and driven by a purpose of doing what is right for our members. We provide exceptional service, hospitality and care, we partner with our members to help prevent losses and we create smart insurance solutions at fair prices.
We aim for our members to love their insurance. It is our mission is to create a membership experience so compelling that our members never want to leave.
Who We Are
We want to be transparent about what we expect from each other. From PURE, you can expect:
Opportunities to stretch and grow: your professional and personal development matters to us. We’re committed to providing experiences through on-the-job learning and professional development that increase your impact and rewards.
Clarity and kindness: you can rely on us to be open, honest and supportive, offering clarity on what success looks like.
Support in good times and bad: we believe in showing up for each other consistently, not only when it’s easy. You can expect a thoughtful partner, even when we disagree.
A community that cares: we are committed to sustaining a community in which each person feels cared for as an individual. We lift each other up, celebrate wins together and support one another through challenges in work and life.
Who You Are
All of the strongest relationships are a partnership- a two way street. So here’s what we ask of you:
- Aim to bring your best every day: you’re here because you want to be part of a team that makes a real impact and aims high.
- Be a student and a teacher: share your knowledge and talents and be willing to listen and learn from those around you.
- Get comfortable being uncomfortable: we face tough moments and obstacles with a “courage over comfort” approach and a positive, solutions-oriented mindset.
- Be a culture builder: building a positive culture is everyone's responsibility, based on care, respect and openness to diverse perspectives.
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