New Business Analyst-Commercial Risk

Aon Is Looking for a New Business Analyst in Dallas, TX

The New Business Analyst (“NBA”) will work primarily with U.S. Commercial Risk and Health Sales to operationalize a growth strategy and measure New Business activities in U.S. Commercial Risk and Health office(s). This is a hybrid role and will be in the office 3 days a week.

As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions supporting the Commercial Risk and Health Solutions business. As a Business Analyst, you will report directly to the North American Sales Operations team. The Business Analyst will have a direct impact on driving strategies that contribute to growth within the Commercial Risk and Health Sales business. You will 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.

• 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
• 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 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
• 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

• 1+ years of confirmed experience in a Business Analyst role or related field
• Define clear project objectives and role definitions for project team members
• 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 meetings and monthly forecast calls
• Coordinate annual business planning and goal allocation process with local office leadership and National Sales Effectiveness team
• Maintain strong communication and collaboration with both external and internal project clients
• 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
• Acquire and maintain detailed understanding of internal clients’ business goals, operations, and performance
• Apply specialized business skills and knowledge to interpret issues and problems as the basis for recommending change
• Collaborate with sales and marketing colleagues to review marketing campaign effectiveness reports and recommend actions locally that will improve effectiveness
• Provide operational assistance and strategic analysis to Sales Team and Pursuit and Creative Team (PaC) for prospect and client presentations

• Bachelor’s degree in Business or related major

• Proficient in Microsoft Office (Excel, Powerpoint & Word
• Familiarity with Customer Relationship Management Systems (CRM) and marketing automation systems (i.e. Eloqua)

• A creative problem solver who brings innovative ideas, new perspectives, and a wealth of passion
• Excellent verbal and written communication skills, organizational skills, and relationship skills
• A process-oriented person who can provide a clear, complete analysis that supports sales efforts, resulting in revenue wins for the company
• 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
• Facilitates collaboration by contributing actively to team needs and tasks

The salary range for this position is $60,400 - $68,000 annually. The actual salary will vary based on the applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant’s geographic location.

Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon’s discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies.

In addition to our comprehensive benefits package, we encourage a diverse workforce. Plus, our agile, inclusive environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two “Global Wellbeing Days” each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions, but we also recognize that flexibility goes beyond just the place of work... and we are all for it. We call this Smart Working!

Our continuous learning culture inspires and equips you to learn, share, and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued.

Aon values an innovative, diverse workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace.

Aon provides equal employment opportunities 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, domestic partner status, or other legally protected status.

We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, and interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email ReasonableAccommodations@Aon.com

Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.

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.

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