Cross-Sell Data Analyst, Dynamics 365

HUB International

. Identify cross-sell opportunities within producers' books across all business lines for the region .

Posted 10/15/2026full-timeUnited StatesMid-LevelSenior💰 $80,000 - $110,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in data analysis and cross-selling strategies within the insurance industry, leveraging tools like Power BI and AI to generate actionable insights and recommendations. Strong ability to build relationships and collaborate with diverse teams to drive producer engagement and business growth.

Highest-signal resume keywords

Data AnalysisCross-Selling StrategiesPower BIAI ToolsInsurance Industry Experience

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Data MiningAnalyticsReport GenerationData Trends IdentificationStatistical Analysis

Soft Skills

Strong CommunicationAnalytical SkillsInterpersonal SkillsDetail-OrientedMulti-Tasking

Tools & Technologies

Power BIExcelDynamics 365

Industry Keywords

Insurance IndustryCross-Sell OpportunitiesFiduciary ExposureFinancial Health IndicatorsProducer Engagement

About the role

Key responsibilities & impact

Identify cross-sell opportunities within producers' books across all business lines for the region
Analyze internal and external data sources, including 5500 forms
Conduct in-depth analyses to identify potential cross-sell leads and build a cross-selling opportunity pipeline
Use data mining and analytics/AI methods to identify service gaps, excessive fees, benchmarks, fiduciary exposure, financial health indicators, and broker/advisor capabilities
Identify data trends and provide actionable insights and recommendations to producers
Generate reports using Power BI, Excel, and other tools
Build and maintain relationships with producers, the regional cross-selling team, and business stakeholders
Collaborate with national Commercial, Employee Benefits, Retirement & Private Wealth, and Personal Lines teams
Support producer engagement and cross-selling initiatives
Perform additional job-related duties as needed
Report to the National Chief Cross-Sell Officer

Requirements

What you’ll need

Bachelor's degree with a major in Data Science, Statistics, Business, Finance, or 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 tools
Dynamics 365 experience
Ability to apply an investigative approach and work 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
Detail-oriented with strong listening skills
Previous experience at a carrier or insurance broker preferred
Strong communication, analytical, interpersonal, multi-tasking, and organizational skills required
Team player with self-motivation and ability to meet critical deadlines in a fast-paced environment

Benefits

Comp & perks

Comprehensive health, dental, vision, life, and disability insurance
FSA and HSA accounts
401(k) accounts and retirement savings matching
Paid time off, including vacation, sick, personal, floating holidays, and company holidays
Paid parental leave
Wellbeing program
Eligible annual bonuses
Equity and commissions may be available for some positions
Structured training
Licensing support
Ongoing development opportunities
Company-paid life and disability plans
Collaborative, high-performing culture
Community impact through HUB Gives
Career growth opportunities
Reasonable accommodations throughout the application and hiring process