Cross Sell Officer

Hub International Insurance•New York, NY

10h•Hybrid

About The Position

Discover a Career That Empowers You — Join HUB International! At HUB International, we’re more than just an insurance brokerage firm — we’re a thriving community of entrepreneurs driven by purpose and passion. Every day, we help individuals, families, and businesses protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don’t stop there — we also invest deeply in our people. Here, your career is in your hands. You’ll be empowered to learn, grow, and truly make an impact. Whether you're supporting a local business or helping a national client navigate complex risk, you’ll be backed by the strength of a global firm and the heart of a regional team. As one of the world’s largest insurance brokers — and a proud Stevie Award-winning workplace — HUB offers a unique blend of big-company resources and entrepreneurial spirit. With over 20,000 professionals across 570+ offices in North America, we bring together industry-leading technology, a strong culture of collaboration, and centers of excellence that fuel innovation. Explore your future with HUB International. Let’s grow together. If you're ready to be part of a company where your voice matters, your work has purpose, and your potential has no limits — HUB is the place for you. We currently have an opportunity for a Coss Sell Officer on our New Business team.

Requirements

Bachelor's degree or equivalent experience
10+ years' experience in Property & Casualty and/or Employee Benefits
5+ years' experience in sales, sales operations, business development, or sales leadership
Experience cross-selling and collaborating with different lines of business
Proven experience in sales process and account management
Superior analytical and problem-solving skills with the ability to analyze sales data, market trends, and customer insights
Proficiency in leveraging technology, CRM systems, and sales tools to improve efficiency
Excellent communication, interpersonal, multi-tasking, and organizational skills
Ability to articulate value propositions to key stakeholders in a clear and concise manner
Strong attention to detail and accuracy
Strong growth mindset with the ability to learn quickly and adapt well to change
Full understanding of HUB structure and vision preferred

Responsibilities

Develop, execute, and measure cross-sell strategies and initiatives for HUB Northeast across EB, RPW, and Commercial Lines
Build annual cross-sell strategy and resulting initiatives aligned with regional business objectives
Customize national cross-sell initiatives to fit the unique dynamics, priorities, and opportunities within HUB Northeast
Identify and remove barriers to cross-sell success
Build strong relationships with the Region President, CSO, producers, advisors, and Client Services teams to achieve cross-sell targets
Connect with producers across all business lines to identify competencies (industry specialty, geography, client demographics) and facilitate introductions
Act as a resource and subject matter expert for field colleagues; provide coaching on cross-sell techniques and value proposition articulation
Act as the central liaison between EB, RPW, and Commercial Lines teams to foster collaboration and communication
Participate in Critical Path meetings, stewardship meetings, and line-of-business sales meetings
Attend client meetings to present growth opportunities when appropriate
Collaborate with the data analytics team to identify cross-sell opportunities within producer books
Review cross-sell opportunities with producers, advisors, and sales leaders; prioritize high-probability opportunities
Triage all leads to ensure proper assignment and hold producers accountable for identified opportunities
Meet regularly with producers and advisors to track progress and update opportunity status
Work with Sales Enablement to manage and track pipeline in the CRM system; promote CRM adoption
Manage operational workflow for lead generation, follow-up meetings, and pipeline reporting
Lead the continuous improvement of cross-sell reporting: won opportunities, pipeline value, leaderboards by line of business, and campaign-generated opportunities
Track key performance indicators (KPIs) including conversion rates, pipeline velocity, win rates, and revenue impact
Provide regular status updates on cross-sell activities to the Region President, CSO, EMT, and regional leadership
Identify areas of underperformance and partner with leadership to implement improvement plans
Create financial reports using KPI analysis to inform strategy and decision-making
Work with Marketing to create targeted campaigns and sales initiatives that profile HUB capabilities across all lines of business
Organize regional workshops, training sessions, and joint planning meetings to drive producer engagement and strengthen cross-sell culture
Oversee delivery of targeted education sessions for advisors on key cross-sell product lines and value propositions
Stay informed about industry trends, competitive offerings, and internal M&A efforts to identify new cross-sell opportunities
Ensure compliance with policies and procedures
Travel as needed to support cross-sell initiatives across the region
Additional job-related duties as assigned