Cross-Sell Data Analyst, Dynamics 365

Role Overview

The cross-sell data analyst is responsible for identifying cross-sell opportunities within the producer’s book across all business lines for the region by analyzing both internal and external data sources, such as the 5500 form. The analyst will provide data-driven insights to enhance cross-sell opportunities.

What You Will Do

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.

Why It Might Be a Fit

The ideal candidate is a team player with self-motivation, and the ability to meet critical deadlines and work in a fast-paced environment. Strong communication, analytical, interpersonal, multi-tasking, and organizational skills are required.

Requirements

• Bachelor’s degree with a major in Data Science, Statistics, Business, Finance, 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 tool
• Dynamics 365 experience
• 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

Benefits

• health/dental/vision/life/disability insurance
• FSA
• HSA
• 401(k) accounts
• paid-time-off benefits such as vacation, sick, personal, floating holidays and company holidays
• eligible annual bonuses
• equity
• commissions

Tagged as: Data Analysis, Microsoft Dynamics