Head of Client Analytics

About Us

At HUB International, we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, grow, and make a difference. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence.

HUB is the 5th largest global insurance and employee benefits broker, providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue and almost 20,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions.

POSITION SUMMARY

The Head of Client Analytics reports into the Executive Vice President, Strategic Client Service Operations and will lead the development and execution of a client data analytics strategy.  The position will be responsible for generating insights and benchmarks from client data to support Producers and sales leaders in serving clients and achieving HUB’s growth goals.  Responsibilities will include leading the one-time cleanup and ongoing integrity of all client data, developing a process to capture client data from carrier policies / forms, and designing reporting and benchmarking tools to develop actionable insights for internal stakeholders and external clients.  The leader will work cross-functionally and in partnership with numerous other corporate functions and regional Field sales and service leaders.  The ideal candidate will have experience in similar leadership roles in the insurance / brokerage industry and will be comfortable with influencing and problem solving with senior business leaders.  The position is geographically flexible and can be filled in any location in commuting proximity to a HUB office, with the expectation of 3 days per week worked in the nearest office.   

KEY RESPONSIBILITIES

Data cleanup

• Develop and manage a structured process to systematically clean up HUB’s client data in our major BMS & CRM systems (Epic, BenefitPoint, Microsoft Dynamics)

• Cleanup will entail tasks such as merging / deleting duplicates, deleting or reassigning stale leads, filling in missing required fields, ensuring consistent client status in all our systems, ensuring all data fields are completed to the HUB standard, etc.

• Work closely with regional leadership to identify regional Data Stewards and manage the input from and feedback to Producers and Field Service teams

• Coordinate with the Field Liaison and the Data Entry Team (who will support any manual portion of the cleanup work)

• Collaborate with the TechOps Data and Analytics team to ensure the appropriate technology tools are leveraged to automate as much of the process as possible

Data quality

• Develop processes and policies to ensure we maintain ongoing data integrity / quality after this initial cleanup effort is completed, in partnership with the Master Data Management program led by the TechOps Data and Analytics team

• Work closely with client-facing Field sales and service leaders (to develop and rollout new processes) as well as TechOps, Legal & Compliance, and the corporate Field Operations team

Data ingestion

• Develop processes to systematically ingest policy information and carrier forms into HUB’s systems, in a searchable and readable format

• Assess technology and outsourcing options to automate processes where possible (e.g., AI, RPA, OCR), in partnership with other stakeholders

• Collaborate with Line of Business leadership and Field Operations on the process and workflow changes required to implement

Analytics, reporting, and benchmarking

• Build a centralized analytics function / center of excellence focused on client data to support internal and external business needs

• In parallel with the data ingestion effort, partner with LOB and business leaders, the Data and Analytics team, existing data / reporting practitioners, and the Sales Enablement team to develop the next generation of client reports and benchmarks (e.g., cross-sell reports, risk-adjusted rate benchmarks, industry-specific pricing trends, sales funnel metrics that are granular and industry / client size / regional specific)

• Support Producers, Specialty Practices, and LOB leadership with client-facing reporting,