Cross-Sell Data Analyst, Dynamics 365

HUB International • St. Louis, MO

2d • $80,000 - $110,000

About The Position

The Cross-Sell Data Analyst identifies cross-selling opportunities within regional producers’ books across all business lines. The analyst examines internal and external data sources, including Form 5500 data, and provides data-driven insights to help producers and advisors identify opportunities. The role works with national Commercial, Employee Benefits, Retirement & Private Wealth, and Personal Lines teams, as well as the regional cross-sell coordinator, to support producer engagement and cross-selling initiatives. Success is measured by the ability to conduct in-depth analysis and communicate insights about cross-sell opportunities to producers and advisors. The position reports to the National Chief Cross-Sell Officer.

HUB International is a global insurance and employee benefits broker offering business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. It has over $5 billion in revenue, almost 20,000 employees, and 700 offices throughout North America.

The expected salary range is $80,000 to $110,000, with compensation affected by skills, experience, work location, and the position’s business line, scope, and level. Comprehensive benefits and total compensation may include insurance, FSA and HSA accounts, 401(k), paid time off, and, where eligible, annual bonuses, equity, and commissions. HUB also describes structured training, licensing support, ongoing development, retirement savings matching, company-paid life and disability plans, paid parental leave, and a wellbeing program.

Requirements

• Bachelor’s degree with a major in Data Science, Statistics, Business, Finance, or Economics.
• Insurance industry experience is required.
• Experience using Power BI and/or an AI tool.
• Experience with Dynamics 365.
• Ability to use 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.
• Strong communication, analytical, interpersonal, multitasking, and organizational skills.
• Team-oriented and self-motivated, with the ability to meet critical deadlines and work in a fast-paced environment.

Nice To Haves

• At least 5 years of experience in the same or a related role is preferred.
• Previous experience at an insurance carrier or insurance broker is preferred.

Responsibilities

• Analyze producers’ books in depth to identify potential cross-sell leads and help build a pipeline of cross-selling opportunities.
• Use data mining and analytics or AI methods to identify insights about prospects, including service gaps, excessive fees, benchmarks for improvement, elevated fiduciary exposure, financial health indicators, and current broker or advisor capabilities.
• Identify data trends and provide actionable insights and recommendations for producers.
• Generate reports using 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.

Benefits

• Comprehensive health, dental, vision, life, and disability insurance may be included in benefit and total compensation packages.
• FSA and HSA accounts.
• 401(k) accounts and retirement savings matching.
• Paid time off, including vacation, sick, personal, floating holidays, and company holidays.
• Paid parental leave.
• Wellbeing program.
• Company-paid life and disability plans.
• Structured training, licensing support, and ongoing development opportunities.
• Eligible annual bonuses, equity, and commissions may be available for some positions.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level