Cross - Sell Data Analyst jobs in United States
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HUB International · 1 day ago

Cross - Sell Data Analyst

HUB International is a leading insurance brokerage firm dedicated to providing tailored insurance solutions. The Cross-Sell Data Analyst is responsible for identifying cross-sell opportunities by analyzing internal and external data sources, collaborating with national teams, and providing data-driven insights to enhance cross-selling initiatives.

Financial ServicesInsuranceInsurTechRisk Management
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H1B Sponsor Likelynote

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 ToolsReport GenerationAnalytical SkillsCommunication SkillsInterpersonal SkillsOrganizational SkillsDetail-oriented

Required

Bachelor's degree (4-year degree)
At least 5+ years of experience in the same or related role
Strong communication, analytical, interpersonal, multi-tasking, and organizational skills
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

Preferred

Bachelor's degree with a major in Data Science, Statistics, Business, Finance, Economics, or Insurance
Experience using Power BI and/or AI tool
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

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

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)

Funding

Current Stage
Public Company
Total Funding
$8.5B
Key Investors
Leonard Green & PartnersAltas Partners
2025-05-12Private Equity· $1.6B
2023-09-15Private Equity
2023-06-22Debt Financing· $6.9B

Leadership Team

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Marc Cohen
Chairman of the Board and CEO
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Joseph C. Hyde
Chief Financial Officer
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Company data provided by crunchbase