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

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

Cross-Sell Data Analyst

Key skills