Cross-Sell Data Analyst, Dynamics 365
Job Location:
Chicago, IL - USA
Monthly Salary:
Posted:
Application Deadline:
Vacancies:
Job Summary
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 20000 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 producers 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:
Bachelors 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 joinHUB 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 $80000 to $120000 and 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 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 addition eligible annual bonuses equity and commissions may be available for some positions.
Department SalesRequired Experience: 5-7 years of relevant experienceRequired Travel: Up to 50%Required Education: High school or equivalentHUB 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.
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. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.
Required Experience:
IC
About Company
HUB International is a leading North American insurance brokerage that provides employee benefits, business, and personal insurance products and services.
