Cross Sell Officer

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At HUB International were more than just an insurance brokerage firm were a thriving community of entrepreneurs driven by purpose and passion. Every day we help individuals families and businesses protect what matters most by providing a broad array of insurance retirement and wealth management products and services. But we dont stop there we also invest deeply in our people.

Here your career is in your hands. Youll be empowered to learn grow and truly make an impact. Whether youre supporting a local business or helping a national client navigate complex risk youll be backed by the strength of a global firm and the heart of a regional team.

As one of the worlds largest insurance brokers and a proud Stevie Award-winning workplace HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20000 professionals across 570 offices in North America we bring together industry-leading technology a strong culture of collaboration and centers of excellence that fuel innovation.

Explore your future with HUB International. Lets grow together. If youre ready to be part of a company where your voice matters your work has purpose and your potential has no limits HUB is the place for you.

We currently have an opportunity for a Coss Sell Officer on our New Business team.

Position Summary

The Regional Sales Officer - Cross Sell plays a vital role in driving growth across all lines of businessEmployee Benefits (EB) Retirement & Private Wealth (RPW) Personal Lines (PL) and Commercial Lines (P&C)for HUB Northeast. This individual thrives in an entrepreneurial environment and is accountable for developing supporting and promoting cross-selling initiatives throughout the region.

Working closely with regional leadership producers and client services teams this role focuses on optimizing cross-sell opportunities and building a strong cross-sell culture. The Regional Sales Officer - Cross Sell will collaborate with the data analytics team to identify opportunities coordinate with marketing on targeted campaigns and ensure cross-sell efforts are managed and executed to achieve revenue targets. While this role does not have direct reports it is a key position within the sales leadership team requiring strong influence and collaboration skills.

Key Responsibilities

Cross-Sell Strategy & Execution

Develop execute and measure cross-sell strategies and initiatives for HUB Northeast across EB RPW and Commercial Lines

Build annual cross-sell strategy and resulting initiatives aligned with regional business objectives

Customize national cross-sell initiatives to fit the unique dynamics priorities and opportunities within HUB Northeast

Identify and remove barriers to cross-sell success

Stakeholder Collaboration

Build strong relationships with the Region President CSO producers advisors and Client Services teams to achieve cross-sell targets

Connect with producers across all business lines to identify competencies (industry specialty geography client demographics) and facilitate introductions

Act as a resource and subject matter expert for field colleagues; provide coaching on cross-sell techniques and value proposition articulation

Act as the central liaison between EB RPW and Commercial Lines teams to foster collaboration and communication

Participate in Critical Path meetings stewardship meetings and line-of-business sales meetings

Attend client meetings to present growth opportunities when appropriate

Pipeline & Opportunity Management

Collaborate with the data analytics team to identify cross-sell opportunities within producer books

Review cross-sell opportunities with producers advisors and sales leaders; prioritize high-probability opportunities

Triage all leads to ensure proper assignment and hold producers accountable for identified opportunities

Meet regularly with producers and advisors to track progress and update opportunity status

Work with Sales Enablement to manage and track pipeline in the CRM system; promote CRM adoption

Manage operational workflow for lead generation follow-up meetings and pipeline reporting

Performance Monitoring & Reporting

Lead the continuous improvement of cross-sell reporting: won opportunities pipeline value leaderboards by line of business and campaign-generated opportunities

Track key performance indicators (KPIs) including conversion rates pipeline velocity win rates and revenue impact

Provide regular status updates on cross-sell activities to the Region President CSO EMT and regional leadership

Identify areas of underperformance and partner with leadership to implement improvement plans

Create financial reports using KPI analysis to inform strategy and decision-making

Marketing & Enablement

Work with Marketing to create targeted campaigns and sales initiatives that profile HUB capabilities across all lines of business

Organize regional workshops training sessions and joint planning meetings to drive producer engagement and strengthen cross-sell culture

Oversee delivery of targeted education sessions for advisors on key cross-sell product lines and value propositions

Other

Stay informed about industry trends competitive offerings and internal M&A efforts to identify new cross-sell opportunities

Ensure compliance with policies and procedures

Travel as needed to support cross-sell initiatives across the region

Additional job-related duties as assigned

Requirements

Bachelors degree or equivalent experience

10 years experience in Property & Casualty and/or Employee Benefits

5 years experience in sales sales operations business development or sales leadership

Experience cross-selling and collaborating with different lines of business

Proven experience in sales process and account management

Superior analytical and problem-solving skills with the ability to analyze sales data market trends and customer insights

Proficiency in leveraging technology CRM systems and sales tools to improve efficiency

Excellent communication interpersonal multi-tasking and organizational skills

Ability to articulate value propositions to key stakeholders in a clear and concise manner

Strong attention to detail and accuracy

Strong growth mindset with the ability to learn quickly and adapt well to change

Full understanding of HUB structure and vision preferred

The expected salary range for this position is $170000 annually to $250000 annuallyand will be impacted by factors such as the successful candidates skills experience and working location as well as the specific positions business line scope and International is proud to offer comprehensive benefit and total compensation packages: health/dental/vision/life/disability insurance FSA HSA and 401(k) accounts paid-time-off benefits such as vacation sick and personal days and eligible bonuses equity and commissions for some positions.

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 veterans status or any other characteristic protected by local state or federal laws rules or regulations.

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