Note: The job is a remote job and is open to candidates in USA. HUB International is a global insurance and employee benefits broker, and they are seeking a Cross-Sell Data Analyst to identify cross-sell opportunities within the producer's book across all business lines. The analyst will analyze data sources and collaborate with national teams to provide data-driven insights to enhance cross-sell opportunities.
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
Skills
- Bachelor's degree with a major in Data Science, Statistics, Business, Finance, Economics
- Microsoft Dynamics 365 CRM experience
- Power BI experience
- Previous experience at insurance carrier or insurance broker required
- 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
- Strong communication, analytical, interpersonal, multi-tasking, and organizational skills required
- At least 3+ years of experience in the same or related role preferred
- The preferred candidate is a team player with self-motivation, and the ability to meet critical deadlines and work in a fast-paced environment
Benefits
- 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, and personal days
- Eligible bonuses, equity and commissions for some positions
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