Cross-Sell Data Analyst, Dynamics 365

HUB International; Chicago (IL); Hybrid; USD 80,000 - 110,000; Full time

Job summary

HUB International in Chicago, IL is seeking a Cross-Sell Data Analyst to identify cross-sell opportunities within producers' books across all lines by analyzing internal and external data sources, including the 5500 form. You will deliver data-driven insights and support producer engagement and cross-selling initiatives.

The ideal candidate has a Bachelor’s degree in Data Science, Statistics, Business, Finance or Economics, 5+ years of related experience, and proficiency with Power BI and

Qualifications

• Bachelor’s degree with a major in Data Science, Statistics, Business, Finance, Economics
• Insurance Industry experience required
• At least 5+ years of experience in the same or related role
• Experience using Power BI and/or AI tool
• Dynamics 365 experience
• Ability to apply an investigative approach and analyze large data sets to uncover cross-selling opportunities
• Ability to create standard and ad hoc reports
• Strong communication, analytical, interpersonal, multi-tasking, and organizational skills

Responsibilities

• Conduct in-depth analyses of producers' books to identify cross-sell leads and build a pipeline of opportunities.
• Use data mining and analytics/AI methods to generate insights on gaps and opportunities.
• Identify trends and provide actionable insights and recommendations.
• Generate reports in Power BI, Excel, and other tools.
• Build and maintain relationships with producers and cross-selling teams.

Skills

Communication

Analytical thinking

Multi-tasking

Organizational skills

Team player

Self-motivation

Education

Bachelor’s degree in Data Science, Statistics, Business, Finance or Economics

Tools

Power BI

Dynamics 365

Excel

AI Tool

Job description

## Cross-Sell Data Analyst, Dynamics 365Solicitar: Hybrid Working: Chicago, IL: Phoenix, AZ: Nashville, TN: Dallas, TX: Waukesha, WI: Full time: Publicado hoy: R0034370**A path for every ambition.**At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day.We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them.Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here.Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage.Your ambition has a home here. **ABOUT US**At HUB International, we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, grow, and make a difference. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence.HUB is a global insurance and employee benefits broker, providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue and almost 20,000 employees in 700 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.**Cross-Sell Data Analyst**The cross-sell data analyst is responsible for identifying cross-sell opportunities within the producer's book across all business lines for the region by analyzing both internal and external data sources, such as the 5500 form. The analyst will provide data-driven insights to enhance cross-sell opportunities. Additionally, the individual will collaborate with the national teams for Commercial, Employee Benefits, Retirement & Private Wealth and Personal Lines, as well as with the regional cross-sell coordinator, to support producer engagement and cross-selling initiatives. This role reports to National Chief Cross-Sell Officer.Success is measured by the ability to perform in-depth analysis using both internal and external data sources and communicate data-driven insights into cross-sell opportunities to producers and advisors.**RESPONSIBILITIES*** Conduct in-depth analyses of producers' books to identify potential cross-sell leads and help build a pipeline of cross-selling opportunities.* Utilize data mining and analytics/AI methods to generate key insights into prospects, such as gaps in services, excessive fees, benchmarks for improvements, elevated fiduciary exposure, financial health indicators, current broker/advisor capabilities, etc, to spot opportunities.* Identify trends within the data and provide actionable insights and recommendations for producers.* Generate reports in Power BI, Excel, and other tools based on collected data.* Build and maintain relationships with producers, the regional cross-selling team, and other business stakeholders.* Perform additional job-related duties as needed**Other requirements include:*** Bachelor's degree with a major in Data Science, Statistics, Business, Finance, Economics* Insurance Industry experience required* At least 5+ years of experience in the same or related role preferred* Experience using Power BI and/or AI tool* Dynamics 365 experience* Ability to apply an investigative approach and facility with large data sets to uncover lead and cross-selling opportunities* Ability to create standard and ad hoc reports* Ability to derive insights and create recommendations* Must be detail-oriented and possess strong listening skills* Previous experience at a carrier or insurance broker preferred* Strong communication, analytical, interpersonal, multi-tasking, and organizational skills required* The preferred candidate is a team player with self-motivation, and the ability to meet critical deadlines and work in a fast-paced environment**JOIN OUR TEAM**Do you believe in the power of innovation, collaboration, and transformation? Do you thrive in a supportive and client focused work environment? Are you looking for an opportunity to help build and drive change in a rapidly growing and evolving organization? When you join **HUB International**, you will be part of a community of learners and doers focused on our Core Values: entrepreneurship, teamwork, integrity, accountability, and service.*The expected salary range for this position is $80,000 to $110,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits such as vacation, sick, personal, floating holidays and company holidays. In addition, eligible annual bonuses, equity and commissions may be available for some positions.*