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Lockton · 1 day ago

Transaction Analyst

Kansas City, MO

Full-time

Onsite

New Grad, Entry Level

Lockton is a leading provider of insurance and employee benefits services. As a Property & Casualty Transaction Analyst, you will support Transaction Advisors by reviewing data and summarizing information related to property and casualty insurance for private equity and corporate clients.

Auto InsuranceInsuranceRisk Management

No H1B

Responsibilities

Responsible for assisting Transaction Advisors in managing the property & casualty insurance due diligence process for our private equity and corporate clients, including:

Assist in all facets of electronic and paper data collection processes with organization of documents for analysis

Populate and/or create financial spreadsheets and illustrations based upon data financial analysis

Review documents and agreements such as insurance policies, carrier loss runs, exposure information, contracts, and other related materials

Coordinate distribution of documents to internal departments for specialized analysis, while communicating scope of review and timelines for deliverables

Maintain and update data request lists on an as needed basis

Serve as a back-up contact for multiple Transaction Advisors for both internal and external contacts

Assist with the construction and assembly of highly professional reports of industry leading quality

Assist Transaction Advisor in accurately tracking and recording project updates on an as needed basis

Assist Transaction Advisor in liaising with Lockton service teams and the client on the transition of new business to Lockton

Performs other responsibilities and duties as needed

Qualification

Financial analysisData collectionExcelM&A experienceOrganizational skillsProfessionalismTime managementClient focusReliabilityCommunication skillsInterpersonal skillsAdaptability

Required

Bachelor's degree in Finance, Business, Accounting, or equivalent education and/or work experience

Aptitude in mathematical calculations and general business acumen

Proficiency with Word, Excel, PowerPoint, and the ability to quickly learn how to effectively use various virtual data sites and Lockton technology tools

Ability to successfully adapt in a dynamic, changing, and fast-paced environment

Organizational and time management skills to prioritize workloads and meet time sensitive deadlines

Willingness and ability to take initiative and ownership in work/projects and see through completion

Ability to communicate professionally in written and verbal correspondence

Demonstrated interpersonal skills and the ability to interact with Associates at all levels

Legally able to work in the United States

Preferred

M&A experience a plus but not required

Willingness and ability to expand knowledge and understanding of employee benefits through classes, workshops, and pursuit of professional designations