Role Description
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.
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Serve as the CRM system guide for specific Enterprise clients.
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Perform day-to-day execution and task completion; provide frequent status updates, and be responsible for timely completion of assigned tasks.
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Communicate at risk, escalated issues, and barriers to the client team.
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Ensure data quality auditing and clean-up of CRM system for Enterprise clients.
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Serve as the main point of contact for client team questions regarding CRM system even when not directly responsible for the process.
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Respond to emails promptly and proactively; manage client team and other internal teams’ responses for timeliness/accuracy.
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Communicate effectively with internal partners for analysis/resolution of complex issues or project impacts.
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Expected to serve as back-up support for other Operation Specialists in the region.
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Identify and resolve escalations or issues with strong emphasis on patterns, trends, and root cause analysis; assist with problem solving for recurring issues.
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Identify process improvements for existing processes and support creation of new processes with emphasis on up/downstream impacts.
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Support maintenance of documentation/training; assist in the delivery of training.
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Actively seek additional knowledge of department, tools, and systems.
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Solicit and accept coaching and feedback to enhance performance.
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Work well with others and consistently perform to the best of ability.
Qualifications
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1+ years research experience.
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Hardworking self-starter who can juggle multiple projects, follow-up, and exhibit creative problem solving.
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Strong ability to work closely with various cross-functional groups.
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A creative problem solver who brings innovative ideas, new perspectives, and a wealth of enthusiasm.
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Excellent verbal and written communication skills, organizational and relationship skills.
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Demonstrated responsiveness to colleague and leadership requests.
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Bachelor’s degree or equivalent experience in Business or related major.
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Excellent Microsoft Office skills (Excel, PPT, Word, etc.).
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Familiarity with Customer Relationship Management Systems (CRM) and marketing automation systems (i.e. Eloqua).
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Expertise in data visualization/business intelligence platforms (Tableau, Power BI) would be a plus.
Benefits
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Comprehensive benefits package.
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Encouragement of an inclusive workforce.
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Agile environment allowing management of wellbeing and work/life balance.
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Two “Global Wellbeing Days” each year to focus on personal wellbeing.
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Variety of working style solutions for colleagues.
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Continuous learning culture that inspires and equips you to learn, share, and grow.
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Commitment to an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves.