Data Analytics Intern at leading family fintech company building AI - powered reporting automation. Collaborating with Marketing Science team to deliver impactful projects for families.
About the role
- Cross-Sell Data Analyst at HUB International analyzing data for cross-sell opportunities in insurance services. Collaborating with teams to enhance cross-selling initiatives and reporting insights to producers.
Responsibilities
- 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
Requirements
- 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
Benefits
- Health/dental/vision/life/disability insurance
- FSA
- HSA
- 401(k) accounts
- Paid-time-off benefits such as vacation, sick, and personal days
- Eligible bonuses, equity and commissions for some positions
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Senior Revenue Analytics Analyst at Lytx transforming complex data into actionable insights. Driving go - to - market strategy across Sales, Marketing, and Customer Success to enhance revenue performance.
Data Analyst responsible for data treatment and dashboard creation for Hospital Care. Focused on utilizing data for informed decision - making in a hybrid work environment.
Data - driven Product Analytics Manager focusing on boosting customer retention and facilitating expansion. Collaborating across teams to enhance product integration and adoption metrics.
Lead Data Analyst in Internal Audit analyzing data to inform business decisions. Focusing on risk management and providing actionable insights through advanced analytics.
Data Analyst joining FINARTIX's Data Engineering Practice to conduct data analysis and develop dashboards for consulting projects in the Greek market.
Data Analyst at Devsu responsible for data collection, analysis, and generating actionable insights for strategic business decisions.
Data Analyst Intern supporting sales and business development team by analyzing data for actionable insights. Providing performance reports and collaborating with marketing to evaluate campaigns.
Data Analyst Intern supporting marketing team by analyzing data to influence marketing performance. Tasks include dashboard maintenance and performance tracking for campaigns.
Data Analyst working with data - driven insights and validation in financial services. Collaborating with teams for data management and analysis, focusing on governance and accuracy.