Lockton · 1 day ago
Associate Financial Analyst - June 2026
Chicago, IL
Full-time
Onsite
New Grad, Entry LevelLockton Companies LLC is a leading insurance brokerage and risk management firm, and they are seeking an Associate Financial Analyst. The role involves collaborating with client service teams to prepare financial reports, analyze data, and support client needs through financial modeling and reporting.
Auto InsuranceInsuranceRisk Management
Responsibilities
Work collaboratively with client service teams to collect and review data for accuracy and consistency
Integrate data from multiple data sources into relevant client reports
Prepare routine financial reports for self-funded clients; review financial reports with client service teams
Create basic and complex models to analyze, illustrate, and project loss trends
Prepare spreadsheets, graphs, charts, diagrams, and other illustrative tools for presentations and reports
Use financial modeler and other tools to predict financial impact of health reform on client plans
Prepare custom reports and analysis for specific client needs
Maintain market data and leverage use of benchmarks across clients
Serve as a Subject Matter Expert on financial reporting
Leverage internal systems knowledge and utilization within the department and among clients
Keep informed of insurance industry developments and products available in the marketplace
Make a positive contribution to customer satisfaction and constantly strive to improve service to the customer
Participate in internal office meetings as required
Other responsibilities as assigned
Qualification
Required
Bachelor's degree in a business-related program or equivalent education and/or experience, with an emphasis in math, statistics, or finance required
Excellent customer service skills, with the ability to develop strong client relationships with multiple clients
Expected graduation date of December 2025 or May 2026
Excellent computer skills including word processing and spreadsheet expertise
Excellent organizational and communication skills
Ability to complete continuing education requirements as needed
Ability to attend company, department, and team meetings as required, including industry training sessions
Ability to comply with all company policies and procedures, proactively protecting confidentiality of Client and company information
Ability to efficiently organize work and manage time in order to meet deadlines
Ability to travel by automobile and aircraft
Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine
Ability to work on a computer for a prolonged amount of time
Ability to work outside of normal business hours as needed
Legally able to work in the United States
Preferred
A working knowledge of welfare benefits with a basic understanding of risk and insurance concepts is preferred
Successful Completion of actuarial exams is a plus, but not required
Benefits
Performance Bonus
Company
Lockton
Lockton provides risk management and insurance services.
Founded in 1966
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mohammad Al Abdul Jabbar
Chief Executive Officer
Scott Bastian
Senior Vice President
Recent News
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2025-09-23
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