Cross-Sell Data Analyst

Do you love digging into data to find the story it’s telling? We’re looking for someone who can turn numbers into opportunities for our cross-sell team.

At HUB, we value education, innovation, and continuous learning, and we’re excited to support you on your career journey.

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. Your job responsibilities as a Cross-Sell Data Analyst:

• 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., Our Vision: To be everywhere risk exists - today and tomorrow. Helping protect what matters most. Our Mission: To protect and support the aspirations of individuals, families and businesses. To empower our employees to learn, grow and make a difference in their communities.

Our Core Values:

• Entrepreneurship: We encourage innovation and educated risk-taking.
• Integrity: We do the right thing every time.
• Teamwork: We work together to maximize results.
• Accountability: We measure and take responsibility for outcomes.
• Service: We serve customers, communities and colleagues.

We are the perfect fit if you:

• 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

• 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, Required Experience: 2-5 years of relevant experience

Required Travel: Negligible

Required Education: Bachelor’s degree (4-year degree)

What we offer you:

• A rewarding career helping local businesses in the community
• Rewards for top performers
• Medical/dental/vision/life insurance
• Paid Parental Leave
• Health Savings Account
• 401k matching program
• Voluntary insurance options
• Life and disability Plans
• A work/life balance because that’s important for all of us
• Opportunity to learn from the expertise of your coworkers
• Growth - HUB is growing, and so can your career
• Ability to be part of a motivated, winning team

At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolve as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. When you join the team at HUB International, you become part of a global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.

Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by over 20,000 professionals in 600+ offices across North America, Canada and Puerto Rico.