Cross-Sell Data Analyst, Dynamics 365

HUB International

Cross-Sell Data Analyst responsible for identifying cross-sell opportunities at HUB International through data analysis. Collaborating with national teams and regional stakeholders to enhance cross-selling initiatives.

Posted 6/9/2026full-timeChicago • Florida, Illinois, Louisiana, Tennessee, Wisconsin • 🇺🇸 United StatesMid-LevelSenior💰 $80,000 - $120,000 per yearWebsite

About the role

Key responsibilities & impact

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-selling team, and other business stakeholders.
Perform additional job-related duties as needed

Requirements

What you’ll need

Bachelor's degree with a major in Data Science, Statistics, Business, Finance, Economics
Insurance Industry experience required
At least 5+ years of experience in the same or related role preferred
Experience using Power BI and/or AI tool
Dynamics 365 experience
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
Previous experience at a carrier or insurance broker preferred
Strong communication, analytical, interpersonal, multi-tasking, and organizational skills required

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

data mininganalyticsAI methodsreport generationdata analysisfinancial health indicatorstrend identificationcross-selling strategiesdata visualizationstatistical analysis

Soft Skills

detail-orientedstrong listening skillscommunication skillsanalytical skillsinterpersonal skillsmulti-taskingorganizational skillsinvestigative approachrecommendation creationrelationship building