Description

Description:

Aon is a global leader in risk management, insurance and reinsurance brokerage, human capital and management consulting, and outsourcing with more than 36,000 employees in 500 offices in more than 120 countries. We integrate customized services, leverage expertise across industries and apply business knowledge to our clients’ strategic goals. Aon helps clients anticipate how change intersects with opportunity. Each of our clients has unique business needs, so we have developed expertise for a complete range of business processes, products and industries. Aon’s account and relationship managers form a comprehensive perspective of our clients’ organizations, matching our expertise to their business strategy.

DUTIES & RESPONSIBILITIES

•Use data from the Salesforce.com and Peoplesoft systems to create project forms and customer records, validate data that goes in these records, reach out to and follow up with senior consulting practitioners regarding data elements for project and client records.

•Coordinate the completion of the project set-up with the offshore team.

•Pre-populate project and client profile forms

•Emails to Project Manager for completion of Project Profile form

•Emails to Account Manger regarding new customer

•Ensure that all Project Managers and/or Account Managers answer any questions in emails

•Attach Project Profile forms to Salesforce.com opportunities

•Audit Project and policy profile forms before sending to offshore team

•Coordinate with the offshore team on Employee, Customer, Project and Policy Set Up

•Coordinate with the offshore team on Employee, Customer, Project and Policy Maintenance

•Perform audit of set-ups and maintenance by offshore team for Employee, Customer, Project and Policy

•Monitor projects for contract expiration date

•Monitor projects for interim agreement expiration

•Manage changes to projects for expiration dates

•Proactively acquire reassignments for projects, customers for termed employees

•Manage changes resulting from opportunity to project profile form review at closed/approved stage

•Answer questions(emails) from employees regarding Employee, Customer, Project and Policy set up/maintenance

•Check new policy set up against commission suspense list to adjust commissions out of suspense

REQUIRED SKILLS & EDUCATION

•Bachelor’s degree.

•3-5 years of experience in a professional services environment.

•Must have attention to detail and excellent document organization skills.

•Must be able to prioritize and handle multiple ongoing projects.

•Must have strong communication skills.

Aon offers competitive compensation, exceptional benefits, continuing education & training, a unique internal advancement program, and tremendous potential with a growing worldwide organization.

Aon’s professionals are unwavering in their client focus and integrity. We promote diversity, professional development, frugality and stewardship, applying a disciplined non-bureaucratic approach to help our clients realize their business potential. Drawing on our experienced team as a competitive advantage, Aon employees have the freedom to take risks, foster innovation, champion for change and replicate best practices.

For more information about Aon Corporation, visit our website at http://www.aon.com.

Aon is an equal opportunity employer committed to a diverse workforce. M/F/D/V

DISCLAIMER:

Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
Requirements:
Expertise Accounting/Finance-AF
Degree Bachelors
Job Type Full Time
Location US-NC-Winston Salem

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