Mountain States New Business Analyst

About the Role

Key Responsibilities

• Participate in National, Regional and working group calls with National Sales Operations and other New Business Analysts.
• Partner with RSD to identify 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) for regional and local leadership.
• Provide strategic guidance and operational support to local leadership in adopting and implementing U.S. Commercial Risk and Health Sales strategy, including valuation, collateral, and timelines.
• Support U.S. Retail Marketing and U.S. Sales Operations to ensure all leads are assigned and follow up on opportunity status.
• Research prospects and clients using analyst reports, SEC reports, Yahoo! Finance, and related sources to identify risk profile information.
• Identify ideal prospects and clients for marketing campaigns and collaborate with Marketing assets to populate Aon Connect.
• Execute national sales initiatives at the local level, including industry, product, cross-sell, and named account strategies.
• Coordinate annual business planning and goal allocation with local office leadership and the National Sales Effectiveness team.
• Partner with Regional and National Sales Operations to build and deliver pipeline and financial reporting.
• Prepare revenue and pipeline analytics for sales meetings and forecast calls.
• Develop and maintain pipeline reporting functionalities reflecting forecasted and recognized sales revenue, working with U.S. Finance.
• Review marketing campaign effectiveness reports and recommend improvements.
• Ensure delivery of local events in collaboration with local marketers.
• Ensure completion of the Office and Individual Sales Plan, including Quarterly Producer Assessment reporting.
• Provide operational assistance and strategic analysis for prospect and client presentations.
• Support RSD and RMD by providing revenue analyses, performance metrics, and follow-up communication.
• Serve as the office Aon Connect (AC) support expert, including training new users, coordinating enhancement requests, and participating in the national support team.

Requirements

• A minimum of 2+ years of research experience or related formal training.
• Bachelor's degree in Business or related major.
• Strong ability to work closely with cross-functional groups including Marketing, Sales, and Leadership.
• Excellent verbal and written communication skills.
• Organizational and relationship management skills.
• Process-oriented mindset capable of providing clear, complete analyses to support sales efforts.
• Excellent Microsoft Office skills (Excel, PowerPoint, Word).
• Familiarity with Customer Relationship Management Systems (CRM) and marketing automation systems (e.g., Eloqua).
• Passionate self-starter who can manage multiple projects and exhibit creative problem solving.
• Ability to work in a fast-paced environment and follow-up diligently.

Nice to Have

• Experience with industry, product, cross-sell, and named account strategies.
• Experience supporting or managing sales or marketing systems like Aon Connect.
• Knowledge of revenue pipeline management and financial reporting.
• Experience working with sales and marketing teams in a consulting or insurance environment.

Qualifications

• Bachelor's degree in Business or a related field.

Benefits & Perks

• Competitive salary range of $66,000 - $80,000 annually, with potential for discretionary bonus.
• Comprehensive benefits including 401(k) with employer contributions, stock purchase plan, medical/dental/vision insurance, paid time off, holidays, sick leave, disability insurance, life insurance, and supplemental options.
• Additional perks such as adoption assistance, tuition assistance, commuter benefits, and employee assistance programs.
• Supportive work environment with flexible hybrid work arrangements, wellbeing days, and a focus on work/life balance.
• Opportunities for continuous learning and professional growth.
• Inclusive and diverse workplace culture committed to equal opportunity employment.