REGISTRIEREN

Jobbörse

Finde Jobs in deiner Nähe – ob vor Ort, hybrid oder remote.
  • Ähnliche Jobs zu: Cross-Sell Data Analyst, Dynamics 365
XX
Cross-Sell Data Analyst, Dynamics 365HUB International • Charlotte, North Carolina, United States
Jetzt Bewerben
XX

Cross-Sell Data Analyst, Dynamics 365

HUB International
  • US
    Charlotte, North Carolina, United States
  • US
    Charlotte, North Carolina, United States
Jetzt Bewerben

Über

About Us At HUB International, we are a team of entrepreneurs who 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 empower our employees to learn, grow, and make a difference, while maintaining unique regional cultures supported by corporate centers of excellence.
Position Summary 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, collaborate with national teams for Commercial, Employee Benefits, Retirement & Private Wealth, and Personal Lines, and work with the regional cross‑sell coordinator to support producer engagement and cross‑selling initiatives. This role reports to the National Chief Cross‑Sell Officer.
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.
Requirements
Bachelor’s degree in Data Science, Statistics, Business, Finance, or 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 work 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.
Detail‑oriented with strong listening skills.
Previous experience at a carrier or insurance broker preferred.
Strong communication, analytical, interpersonal, multi‑tasking, and organizational skills.
Self‑motivated team player able to meet critical deadlines in a fast‑paced environment.
Required Experience: 5‑7 years of relevant experience.
Required Travel: Up to 50 %.
Required Education: High school or equivalent.
Benefits & Compensation Disclosure required under applicable law in California, Colorado, Illinois, Maryland, Minnesota, New York, New Jersey, and Washington states: The expected pay range for this position is $80 K to $120 K 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. In addition, 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, and personal days, and eligible bonuses, equity and commissions for some positions.
EEO Statement 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.
#J-18808-Ljbffr
  • Charlotte, North Carolina, United States

Sprachkenntnisse

  • English
Hinweis für Nutzer

Dieses Stellenangebot stammt von einer Partnerplattform von TieTalent. Klick auf „Jetzt Bewerben”, um deine Bewerbung direkt auf deren Website einzureichen.