HUB International
HUB International
HUB International एक बीमा ब्रोकरेज और जोखिम प्रबंधन फर्म है, जो व्यक्तियों और व्यवसायों को बीमा कवरेज, कर्मचारी लाभ और वित्तीय योजना संबंधी समाधान प्रदान करती है। इसका कार्य व्यक्तिगत और वाणिज्यिक बीमा, कर्मचारी लाभ, सेवानिवृत्ति योजना, निजी संपत्ति प्रबंधन तथा लोगों और प्रौद्योगिकी पर केंद्रित परामर्श तक फैला हुआ है। कंपनी कृषि, निर्माण, वित्त, स्वास्थ्य सेवा, आतिथ्य, रियल एस्टेट और परिवहन सहित विभिन्न क्षेत्रों के ग्राहकों को सेवाएँ देती है। इसकी सेवाओं में दावों और जोखिम प्रबंधन के साथ-साथ कर्मचारियों के प्रशिक्षण और विकास का समर्थन भी शामिल है।

Cross-Sell Data Analyst, Dynamics 365

Analyze insurance and employee benefits data to uncover cross-selling opportunities for HUB International producers. Use Power BI, Excel, AI methods, and Dynamics 365 to identify leads and guide recommendations.

विवरण

  • Find regional cross-selling opportunities across producers’ books of business.
  • Analyze internal and external data, including Form 5500 filings.
  • Assess potential leads and develop a pipeline of cross-selling opportunities.
  • Apply data mining, analytics, and AI to evaluate service gaps, fees, benchmarks, fiduciary exposure, financial health, and broker or adviser capabilities.
  • Spot data trends and deliver actionable insights and recommendations to producers.
  • Create reports with Power BI, Excel, and other tools.
  • Build working relationships with producers, the regional cross-selling team, and business stakeholders.
  • Partner with national teams across Commercial, Employee Benefits, Retirement & Private Wealth, and Personal Lines.
  • Contribute to producer engagement and cross-selling initiatives.
  • Carry out other job-related duties as assigned.
  • Report to the National Chief Cross-Sell Officer.

आवश्यकताएँ

  • Bachelor’s degree in data science, statistics, business, finance, or economics.
  • Insurance industry experience is required.
  • Five or more years of experience in the same or a related role is preferred.
  • Experience with Power BI and/or AI tools.
  • Experience with Dynamics 365.
  • Investigative approach and ability to work with large datasets to uncover leads and cross-selling opportunities.
  • Ability to produce standard and ad hoc reports.
  • Ability to interpret data and develop recommendations.
  • Strong attention to detail and listening skills.
  • Previous experience at an insurance carrier or broker is preferred.
  • Strong communication, analytical, interpersonal, multitasking, and organizational skills.
  • Collaborative and self-motivated, with the ability to meet critical deadlines in a fast-paced environment.

लाभ

  • Health, dental, vision, life, and disability insurance.
  • Flexible spending and health savings accounts.
  • 401(k) and retirement savings matching.
  • Paid vacation, sick leave, personal time, floating holidays, and company holidays.
  • Paid parental leave.
  • Wellbeing program.
  • Eligibility for 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 during the application and hiring process.

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