Cross-Sell Data Analyst

HUB International•Omaha, NE

About The Position

The Cross-Sell Data Analyst is a key driver behind our region's cross-sell strategy. In this role, you'll dig into producers' books to uncover cross-sell opportunities, build the reports and dashboards that keep leadership informed, and keep our CRM data clean and reliable. You'll partner closely with the Strategic Resource Manager, national business teams, and producers across the region to turn data into action.

Requirements

Bachelor's degree or equivalent experience
3–5 years' experience in sales operations, data analysis, or administrative support; insurance industry experience a plus
An equivalent combination of education and/or relevant work experience may be substituted in lieu of minimum qualifications
Proficient to advanced skills in Microsoft Office Suite, with strong emphasis on Excel and data reporting
Experience with a CRM system, preferably Microsoft Dynamics; strong data management and analytical skills
Strong technology literacy with the ability to quickly learn new software and systems
Highly organized with strong attention to detail, multi-tasking ability, and an inherent sense of urgency
Creative problem solver able to break complex data or process issues into clear, actionable steps

Nice To Haves

insurance industry experience a plus

Responsibilities

Analyze producers' books and external data sources to identify cross-sell opportunities and uncover actionable insights.
Create and maintain sales reports and dashboards (Power BI, Excel) tracking pipeline velocity, conversion rates, and revenue impact.
Manage CRM data integrity, lead-tracking workflows, and sales operations tools.
Administer cross-sell resources and documentation to support team consistency and enablement.
Serve as backup to the Strategic Resource Manager and build relationships with producers and stakeholders.