Aon is looking for a New Business Analyst in Southern California Purpose of Role: The U.S.
Commercial Risk and Health New Business Analyst (” NBA”) will workwith U.S.
Commercial Risk and Health Sales and Marketing to operationalize a growth strategy and measure new business activities in U.S.
Commercial Risk and Health office(s).
The NBA will report the North America Sales Operations and Effectiveness Leader with a secondary reporting line to the Resident Sales Director (RSD).
The NBA will work closely with the RSD to operationalized local growth strategies with support from the North America Sales Operations leader and team.
Key Areas of Responsibility: (As a minimum this must include the key tasks to be performed) 1a.
New Business Implementation & Support Work with the RSD to identify the appropriate new business initiatives to activate in the local office, primarily with the Producers and Account Executives (Sales Team) Participate in meetings with the Sales Team to develop prospect identification and client penetration strategies Develop and distribute revenue, client acquisition activity, and benchmark reports (e.G., Local Market Analytics, Heat Map) that provide regional and local leadership with the supportive analytics need to implement strategic goals Provide strategic guidance and operational support to local leadership in the adoption and implementation of U.S.
Commercial Risk and Health Sales strategy; to include (not limitedto) strategic valuation, collateral and implementation timeline Provide strategic guidance and operational support to U.S.
Retail Marketing and U.S.
Sales Effectiveness to ensure all leads are assigned.
Follow up on assigned leads to determine opportunity status At the direction of the Sales Team, research prospects and clients, using analyst reports, SEC reports, Yahoo!
Finance, and related sources of information, to identify prospect and client-specific risk profile information Identify with the Sales Team ideal prospects and clients for marketing campaigns; working cooperatively with Marketing assets to populate Aon Connect (” AC”) Execute national sales initiatives at the local level; including, industry, product, cross-sell and named account strategies as directed by U.S.
Commercial Risk and Health Sales Coordinate annual business planning and goal allocation process with local office leadership and National Sales Effectiveness team 1b.
New Business Revenue Tracking & Measuring Prepare revenue and pipeline composition analytics for office sales meeting and monthly forecast calls Develop and maintain pipeline composition reporting functionalities that reflect forecasted and ultimately recognized sales revenue, working closely with U.S.
Finance to maintain accurate revenue pipelines to reconcile opportunity valuation Collaborate with sales and marketing colleagues to review marketing campaign effectiveness reports and recommend actions locally that will improve effectiveness Collaborate with local marketers to ensure delivery of local events Ensure the Office and Individual Sales Plan, including Quarterly Producer Assessment reporting is completed on time and accurate Provide operational assistance and strategic analysis to Sales Team and Pursuit and Creative Team (PaC) for prospect and client presentations Provide operational support to the RSD and RMD by providing revenue analyses to include valuation of individual and office performance to goal, office sales and marketing statistics (e.G., Client Promise results, prospecting Activity, wins and losses, deal size, and sales cycle in general and by product and industry, using AC, the Sales Effectiveness Report), resource identification, and follow-up communication, including any resource documents.
1c.
Aon Connect Management and Administration Serve as the office AC expert for support of AC users, including: AC training and licensing of new producer and AE hires and ongoing training of the Sales Team including training on Client Promise and Jeopardy reporting in AC as needed Coordinate with AC leadership on AC enhancement requests and functional issues Participate in AC national support team Skills and Knowledge Required (Task competencies) Passionate self-starter who can juggle multiple projects, follow-up and exhibit creative problem solving ultimately delivering projects and assignments on target and on time within a fast-paced environment Strong ability to work closely with various cross functional groups, specifically with the Director of Marketing, Regional/Resident Sales Director, RMD, Producers and AEs in the office, as well as with Industry/Practice Leaders and National Sales Effectiveness Team A creative thinker who brings innovative ideas, new perspectives and a wealth of enthusiasm Excellent verbal and written communication skills, organizational skills and relationship skills Process-oriented person who can provide a clear, complete analysis that support sales efforts, resulting in revenue win for the company Qualifications include bachelor’s degree in Business or related major, excellent Microsoft Office skills (Excel, PPT, Word, etc.).
Familiarity with Customer Relationship Management Systems (CRM) and marketing automation systems (i.E.
Eloqua) A minimum of 2+ years of research experience or related formal training.
We offer you A competitive total rewards package, continuing education & training, and tremendous potential with a growing worldwide organization.
Our Colleague Experience: From helping clients gain access to capital after natural disasters, to creating access to health care and retirement for millions, Aon colleagues empower results for our clients, communities, and each other every day.
They make a difference, work with the best, own their potential, and value one another.
This is the Aon Colleague Experience, defining what it means to work at Aon and realizing our vision of empowering human and economic possibility.
To learn more visit Aon Colleague Experience.
About Aon: Aon plc (NYSE:AON) is a leading global professional services firm providing a broad range of risk, retirement and health solutions.
Our 50,000 colleagues in 120 countries empower results for clients by using proprietary data and analytics to deliver insights that reduce volatility and improve performance.
Aon provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, or domestic partner status.
Aon is committed to a diverse workforce and is an affirmative action employer.
DISCLAIMER: Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
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