Cross-Sell Manager

Hub International Insurance•Omaha, NE

6d•Onsite

About The Position

The Cross-Sell Manager is a key driver behind our region's cross-sell strategy. This is a sales operations and analytics role supporting our insurance producers. 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. At HUB, we value education, innovation, and continuous learning, and we're excited to support you on your career journey. This role is based in our Omaha, NE office and requires regular in-office presence.

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

Get genuine satisfaction from turning raw data into a clear story
Are seeking a progressive work environment at a rapidly growing organization
Have an entrepreneurial spirit and are challenged by the opportunity to grow the business
Are focused on learning and development to enhance your industry knowledge and expertise
Are a self-starter willing to invest time and energy to learn the technical aspects of our business
Believe in integrity and building success by developing relationships with others

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.