Associate Insurance Advisor

About the role.

The PURE Advisors team is instrumental in the delivery of PURE's promise of exceptional service to prospective and active members alike.  The Associate Insurance Advisor helps to screen prospects, provides prospects with a positive introduction to PURE, and advances prospects through the quoting process. They also assist in new quotes for existing PURE Advisors members.  For this Associate Insurance Advisor opening, the Scottsdale office location is the preferred location with adherence to a hybrid work schedule.

What you’ll do.

• Educate prospective members about PURE’s unique value proposition
• Prequalify leads produced through corporate marketing and referrals and assist with distributing leads to the Insurance Advisors
• Prepare quotes for customized insurance proposals and service offerings that reflect coverage needs of the prospective Member’s property and liability exposures in partnership with the Insurance Advisors
• Understand and explain PURE’s coverage, and underwriting differences in all active states and territories
• Perform administrative tasks such as maintaining and documenting customer files in Salesforce
• Handle a high volume of calls on a daily basis
• Support departmental initiatives to provide exceptional, personalized, service to our prospective members
• Seek Insurance License after 6 months in the role

What we’re looking for.
To be successful in this role, it is preferred that you have:

• A minimum of 1 years of experience in customer service in a high volume, fast-paced environment.
• A passion for customer service and a sense of fulfillment from finding solutions in real-time over the phone, or communicating via email.

In addition, this role may be right for you if:

• You have strong attention-to-detail, problem-solving, and decision-making skills.
• You have the ability to work in a fast-paced environment where multitasking and organization skills are required.
• You are a team player who is self- motivated, has a sense of urgency, and looks for process improvement.
• You demonstrate integrity, exhibit team spirit and enthusiasm, and establish trust and credibility.
• You have strong interpersonal, and communication skills.
• You enjoy talking to individuals over the phone.
• You are adaptable and enjoy learning new tasks.

The base salary for this role can range from $54k-$6k, based on a full-time work schedule. An individual’s ultimate compensation will vary depending on job-related skills and experience, geographic location, alignment with market data, and equity among other team members with comparable experience.