Cross-Sell Data Analyst, Dynamics 365

A path for every ambition.

At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day.

We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them.

Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here.

Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage.

Your ambition has a home here.

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.

What we offer you

We invest in your growth. HUB offers structured training, licensing support and ongoing development opportunities designed to accelerate your career.

- Competitive pay with comprehensive health benefits, retirement savings matching and company-paid life and disability plans
- Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance
- A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career

The HUB difference

HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada — through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.

Equal Employment Opportunity: HUB International Limited is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.

Reasonable Accommodations: HUB International Limited is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and hiring process. If you need a reasonable accommodation to access our career site, complete an application, or participate in any part of the hiring process, please contact the Recruiting Team at [email protected]. This contact information is for accommodation requests only and should not be used to inquire about the status of an application.

E-Verify: HUB International Limited participates in E-Verify. Please refer to Our Recruiting Process | Applicant Notices: E-Verify Program for additional information.