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HUB International · 3 days ago

Cross - Sell Data Analyst

Encino, CA

Full-time

Hybrid

Mid, Senior Level

$75K/yr - $100K/yr

5+ years exp

HUB International is a leading insurance services company dedicated to providing tailored insurance solutions. The Cross-Sell Data Analyst is responsible for identifying cross-sell opportunities by analyzing internal and external data, collaborating with national teams, and providing actionable insights to enhance producer engagement.

Financial ServicesInsuranceInsurTechRisk Management

H1B Sponsor Likely

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-sell team, and other business stakeholders

Perform additional job-related duties as needed

Qualification

Data analysisPower BIData miningAI toolsBachelor's degreeAnalytical skillsMulti-taskingCommunicationInterpersonal skillsOrganizational skills

Required

Bachelor's degree with a major in Data Science, Statistics, Business, Finance, Economics, or Insurance

At least 5+ years of experience in the same or related role

Experience using Power BI and/or AI tool

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

Preferred

Previous experience at a carrier or insurance broker

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

Health/dental/vision/life/disability insurance

FSA

HSA

401(k) accounts

Paid-time-off benefits such as vacation, sick, and personal days

Eligible bonuses, equity and commissions for some positions

Company

HUB International

Glassdoor3.8

HUB International is an insurance brokerage company that offers employee benefits, business, and personal insurance products and services.

Founded in 1998

Chicago, Illinois, USA

10001+ employees

https://www.hubinternational.com

H1B Sponsorship

HUB International has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2020 (2)