Job Summary:Position OverviewThe PECAP Transaction Advisory team provides consultative property & casualty insurance and employee benefits due diligence services to the private equity community and Lockton's existing client base. This team of experienced professionals provides a comprehensive assessment of the financial impact of insurance and employee benefits on a potential acquisition from both a purchase price and ongoing operational perspective.
As a P&C Transaction Analyst, you will provide support to multiple project managers by reviewing virtual data rooms, collecting data, and summarizing the information provided by the target corporation. Gaining a thorough understanding of the structure of each transaction and the target entity's insurance programs, as well as the ability to succinctly summarize and analyze this information using a variety of tools and spreadsheets are integral components to this position.
Requirements: - 2-7 years' experience in Property & Casualty Insurance, with baseline knowledge of coverage; M&A experience would be a bonus.
- Bachelor's degree in relevant business discipline.
- Ability to compile, analyze, present, and interpret financial information, accurately and with attention to details.
- Organizational and time management skills to prioritize workloads and meet time-sensitive deadlines, while balancing the needs of multiple project managers.
- Basic understanding of financial statements in relation to employee benefits concepts.
- Ability to communicate professionally and effectively in written correspondence and verbally.
- Demonstrated interpersonal skills and ability to interact with Associates at all levels of responsibility, both within the department and across the company, to create a cohesive pleasant working environment.
- Advanced knowledge of general office and administrative procedures, such as file management, internet search, time and calendar management.
- Proficiency with Word, Excel, and PowerPoint, and the ability to quickly learn to effectively use various virtual data sites and Lockton technology tools.
- Flexibility to travel, as needed. Anticipated travel is less than five percent per year.
- Ability to successfully adapt in a dynamic, changing, fast-paced environment.
- Willingness and ability to expand knowledge and effectiveness in employee benefits through classes, workshops, and pursuit of professional designations.
- Demonstration of the Lockton culture consistent with the organization's mission statement and philosophies.
- Must be legally authorized to work in the United States and not require sponsorship, now or in the future.
BenefitsLockton is committed to advancing diversity and inclusion. We have a dynamic entrepreneurial culture in which our people are empowered to make a difference to better serve client needs. We are committed to giving back to our communities and we are invested in your success.
We offer a competitive total rewards package, continuing education & training, and tremendous potential with a growing organization.
