Cross-Sell Data Analyst, Dynamics 365

HUB International; Waukesha (WI); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k)

Job summary

HUB International seeks a Cross-Sell Data Analyst to identify cross-sell opportunities within producers' books across all lines and regions. The role analyzes internal and external data sources, collaborates with national teams, and supports producer engagement in cross-selling initiatives.

With 5+ years of experience, you will use Power BI and AI tools to generate insights, build pipelines, and deliver data-driven recommendations to brokers and advisors.

Qualifications

• Bachelor's degree in Data Science, Statistics, Business, Finance, or Economics is required.
• Insurance industry experience is preferred.
• 5+ years in equivalent roles is preferred.
• Experience with Power BI and/or AI tools; Dynamics 365 experience is a plus.

Responsibilities

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

Education

Bachelor's degree in Data Science, Statistics, Business, Finance, Economics

High school or equivalent

Power BI

AI tools

Dynamics 365

Strong communication

Analytical skills

Interpersonal skills

Multi-tasking

Organizational skills

Team player

Tools

Power BI

AI tools

Dynamics 365

Job description

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.

Department Sales

Required Experience: 5-7 years of relevant experience

Required Travel: Up to 50%

Required Education: High school or equivalent

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

E-Verify Program

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team [e-mail]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.