Data Analyst focusing on driving analytics insights for e - commerce business decision - making. Partnering with leaders and developing solutions to complex business problems.
About the role
- Cross-Sell Data Analyst at HUB International analyzing data for cross-sell opportunities in insurance services. Collaborating with teams to enhance cross-selling initiatives and reporting insights to producers.
Responsibilities
- 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
- Bachelor's degree with a major in Data Science, Statistics, Business, Finance, Economics, or Insurance preferred
- At least 5+ years of experience in the same or related role preferred
- Experience using Power BI and/or AI tool
- 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
- 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
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