New Business Analyst

2 weeks ago

Toronto, Canada Aon Corporation Full time

Posting Description:
**Job Title : New Business Analyst**

**Do you enjoy working with data? Are you comfortable using Excel for data analysis and management?**
- This is a hybrid role with the flexibility to work both virtually and from our local office_

**Applicants must be legally authorized to work in Canada. This role is not eligible for sponsorship, and we are unable to sponsor or take over sponsorship of an employment visa or work permit.**

**Aon is in the business of better decisions**

At Aon, we shape decisions for the better to protect and enrich the lives of people around the world.

As an organization, we are united through trust as one inclusive, diverse team, and we are passionate about helping our colleagues and clients succeed.

**What the day will look like**

**New Business Implementation & Support**
- Participate in National, Regional and working group calls with National Sales Operations and other New Business Analysts
- Partner with 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 limited to) strategic valuation, collateral and implementation timeline
- Provide strategic guidance and operational support to U.S. Retail Marketing and U.S. Sales Operations 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

**New Business Revenue Tracking & Measuring**
- Partner with Regional and National Sales Operations to build and deliver consistent pipeline and financial reporting
- 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.

**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

**How this opportunity is different**

The New Business Analyst (“NBA”) will work primarily with Canada Commercial Risk and Health Sales to operationalize a growth strategy and measure new business activities in Canada Commercial Risk and Health office(s). The directive of the NBA is to operationalize a process and drive a strategy that contributes to measurable growth across all Aon Solution Lines with a focus on Commercial Risk and Health Solutions.

**Skills and experience that will lead to

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