Analyst, Broker Channel Optimization

pureinsurance; City of White Plains (NY); On-site; USD 94,000 - 130,000; Full time

Job summary

PURE Insurance seeks a highly analytical Analyst, Broker Channel Optimization to support the growth of our broker distribution channel. You will partner with Distribution, Field Sales Leadership, Underwriting, and Analytics to identify opportunities, optimize engagement, and provide actionable insights.

The role will build dashboards and reports, analyze broker performance, monitor pipeline health with field leaders, and develop recommendations to improve sales productivity and broker

Qualifications

• Bachelor’s degree or higher in a related field.
• 1+ years in data analytics, business analytics, insurance, financial services, or related field.
• Strong analytical and problem-solving skills with attention to detail.
• Experience with Excel and data visualization tools.
• Familiarity with SQL, Power BI, Tableau, Hex or similar tools.
• Ability to synthesize data into clear business insights and recommendations.
• Strong written and verbal communication; ability to manage multiple projects across teams.
• Curiosity and initiative to understand distribution and sales growth.

Responsibilities

• Analyze broker, office, territory, and producer performance to identify growth opportunities.
• Support broker channel optimization by evaluating market opportunities, broker engagement, and distribution footprint.
• Build and maintain dashboards, scorecards, and reporting for leadership.
• Conduct broker portfolio analysis to identify opportunities for growth, engagement, and share of wallet.
• Partner with field sales to monitor pipeline health, conversion trends, and business development activity.
• Collaborate on broker segmentation and evaluate differentiated growth strategies.

Skills

Analytical thinking

Problem solving

Attention to detail

Cross-functional collaboration

Communication skills

Project management

Education

Bachelor's degree in Business, Economics, Finance, Analytics, Statistics, Mathematics, or related field

Tools

SQL

Power BI

Tableau

Excel

Hex

Job description

About the Role

PUR

PURE Insurance is seeking a highly analytical and business-minded Analyst, Broker Channel Optimization to support the growth and effectiveness of our broker distribution channel.

This role will partner closely with Distribution, Field Sales Leadership, Underwriting, and Analytics teams to identify growth opportunities, optimize broker engagement strategies, and provide actionable insights that improve business performance.

The ideal candidate enjoys solving business problems with data, can translate insights into recommendations, and is passionate about helping sales organizations operate more effectively. This role will report to the Director of Broker Strategy and Experience and play a key role in supporting PURE's distribution strategy and growth objectives.

What You'll Do

• Analyze broker, office, territory, and producer performance to identify growth opportunities and areas for improvement.
• Support broker channel optimization initiatives by evaluating market opportunities, broker engagement, and distribution footprint.
• Build and maintain reporting, dashboards, scorecards, and business insights that help leaders make informed decisions.
• Conduct broker portfolio analysis to identify opportunities for increased growth, engagement, and share of wallet.
• Partner with field sales leaders to monitor pipeline health, conversion trends, and business development activity.
• Support broker segmentation efforts and help evaluate differentiated growth strategies across broker populations.
• Measure the effectiveness of distribution initiatives, programs, and strategic investments.
• Develop analytical recommendations that help improve sales productivity and broker performance.
• Collaborate with technology, analytics, and business teams to improve data quality, reporting capabilities, and self-service insights.
• Prepare presentations and executive-ready materials that communicate findings, trends, and recommendations.
• Perform ad hoc analyses to answer business questions and support strategic decision-making.
• Document metrics, methodologies, and reporting standards to ensure consistency and transparency.

What You'll Need

• Bachelor's Degree in Business, Economics, Finance, Analytics, Statistics, Mathematics, or a related field.
• 1+ years of professional experience in data analytics, business analytics, insurance, financial services, or a related field.
• Strong analytical and problem-solving skills with exceptional attention to detail.
• Experience using Excel and data visualization tools to analyze and present information.
• Familiarity with SQL, Power BI, Tableau, Hex, or similar reporting and analytics tools.
• Ability to synthesize large amounts of data into clear business insights and recommendations.
• Strong written and verbal communication skills.
• Ability to manage multiple projects and work effectively across teams.
• Curiosity, initiative, and a desire to understand how distribution and sales organizations drive growth.
• Experience in insurance, financial services, sales analytics, or distribution strategy is a plus.

What Success Looks Like

After the first year, this individual will:

• Help the organization identify where growth opportunities exist across the broker channel.
• Provide insights that improve the effectiveness of broker engagement and sales strategies.
• Deliver reporting and analytics that allow leaders to make faster, better decisions.
• Support channel optimization efforts that strengthen PURE's position within key broker relationships.
• Become a trusted resource for understanding broker performance, distribution trends, and business opportunities.

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