Transaction Advisor - Due Diligence

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Kansas City, Missouri, United States of America

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Risk

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240093

Apply now

Transaction Advisor - Due Diligence

Location Icon

Kansas City, Missouri, United States of America

Bag Icon

Risk

Profile Icon

240093

Apply now
Working at Lockton

At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.

Business unit

Founders Series

Schedule

Full-time

Lockton Benefits Offerings

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Workplace

In Office

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Your Responsibilities

Description:

  • Create and manage project files.
  • Assist with obtaining data and documents related to specific projects.
  • Organize, catalogue, and provide preliminary screening and review of data and documents received.
  • Interpret and summarize information received in spreadsheet format.
  • Analyze the information received from a financial, legal, and risk management perspective and provide input to the project manager and team.
  • Assist with the preparation of the due diligence document.
  • Participate in the presentation of the information in the due diligence document to the customer.
  • Assist with the marketing of the property and casualty coverages as required.
  • Facilitate tracking and reporting of project activities.

#LI-SS1

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Qualifications

Qualifications:

  • 2-7 years of experience in the property and casualty insurance industry. M&A experience would be a bonus but not required.
  • Bachelor’s degree in relevant business discipline.
  • Ability to compile, analyze, present, and interpret insurance and 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 insurance 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 datasites and Lockton technology tools.
  • 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
Equal Opportunity Statement

Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.

At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.

About Lockton

Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what’s right every day.

At Lockton, we believe in the power of all people. You belong at Lockton.

How We Will Support You

At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.

We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.

Learn more about your Lockton experience

No Agencies Please

Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.

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Life at Lockton

Nadia Cruth_Life at Lockton Article Header

December 11, 2025

Making an impact: Na...
Newhouse isn’t just a shelter: it’s a lifeline. As Kansas City’s first domestic violence shelter, it provides the second-largest number of beds in the area and offers unique services that break down barriers for survivors. Children make up the largest population at Newhouse, and the shelter partners with Kansas City Public Schools to ensure education continues, even when safety concerns prevent kids from attending traditional classrooms. Onsite psychologists and specialists provide critical support, and unlike many shelters, Newhouse accepts men and pets—because no one should have to choose between safety and family. “Leaving an abusive situation is one of the most dangerous times in a person’s life,” Nadia explains. “Newhouse doesn’t just offer a place to escape; it provides tools for long-term safety including legal assistance, counseling, job placement, and more. The goal is to end the cycle of violence.” Nadia’s journey with Newhouse began through a conversation with a friend who served on the board. “She told me I’d make a great board member,” Nadia says. After applying and interviewing, Nadia joined the board, bringing her insurance expertise to a diverse group of professionals—lawyers, doctors, bankers, architects—all volunteering their skills to strengthen the organization. Today, she serves on the executive committee, helping guide strategy and sustainability. The Lockton Cares Community Impact Awards celebrate Lockton Associates across the globe who go above and beyond to improve their communities through volunteering and philanthropy. Each recipient can direct a $25,000 donation to a charity of their choice, funded directly by the Lockton family. When she first learned she had been selected as a Community Impact Award recipient, her reaction was pure disbelief. Sitting in a State of the Company meeting, she listened as someone described the winner’s deep involvement with domestic violence advocacy. “I thought, Wow, that’s incredible but it can’t be me,” Nadia recalls. Even when the speaker mentioned the executive board, she still didn’t connect the dots. “It wasn’t until they said my name that it hit me. I was shocked and, honestly, felt a little silly for not realizing sooner!” That moment was more than an award announcement; it opened up conversations with coworkers about an issue that often stays hidden. “It reminded me that domestic violence is more common than we think,” Nadia says. “This recognition gave me the chance to share what Newhouse does and help others feel safe and protected. It was emotional and humbling.” Nadia plans to allocate most of her award donation to children’s programs and meals—areas hit hardest by funding cuts. “We want things to feel normal for kids, even in crisis,” she says. “This support helps keep those programs alive.” Looking ahead, Nadia’s goals are ambitious: adding more beds to meet overwhelming demand and partnering with other organizations to expand resources. “We turn away thousands of people every year because there’s not enough space,” she says. “That’s devastating. We have to keep pushing for solutions.” Working with Newhouse has changed Nadia’s perspective. “I’ve always had family and resources to help me through hard times,” she reflects. “Newhouse made me realize how lucky I am and how many barriers others face. It’s easy to assume everyone is fine, but this work reminds me that the need is real.” Professionally, her involvement has strengthened her leadership and advocacy skills. “It’s given me a deeper sense of purpose,” she says. “I want to use my voice to make a difference.” For Nadia, the Community Impact Award isn’t just recognition: it’s a reminder of Lockton’s commitment to people and purpose. “It’s amazing that we have a program that celebrates giving back,” she says. “It keeps the soul in our work. Who else does something like that?” Her message is clear: domestic violence is not a distant issue. It’s here, and the need is urgent. Through Newhouse, Nadia is helping break cycles of abuse and restore hope. “Everyone deserves to feel safe and worthy of love,” she says. “That’s what drives me.”
Tabitha Leister_Life at Lockton Article Header

December 18, 2025

Making an impact: Ta...
Tabitha Leister has spent over a decade championing the most vulnerable members of her community: children who have experienced abuse and neglect. As a longtime board member of The Children’s Center, she’s helped drive critical support for more than 150 children each year, ensuring they receive therapy, medical care, and legal advocacy. Her passion and persistence have made her a powerful voice for those who often go unheard. From securing sponsorships for the annual Casino Night fundraiser to speaking at local events, Tabitha is a tireless advocate for children who have endured unimaginable hardship. “I want to continue to highlight the work of our child advocates and the comfort they provide to the most helpless victims. I want to highlight the hope they provide to children in seemingly hopeless situations,” she said. In recognition of her unwavering commitment to her community, Tabitha was named the 2025 Lockton Cares Global Community Impact Award recipient. The Community Impact Awards honor Lockton Associates across the globe who go above and beyond to improve their communities through volunteering and philanthropy. Each recipient can direct a $25,000 donation to a charity of their choice, funded directly by the Lockton family. However, the Global award is reserved for one Associate whose impact stands out among the rest, accompanied by a $100,000 donation funded by the Lockton family. “Being selected as the recipient of this award is both an honor and a deeply personal opportunity to make a meaningful impact on an organization I care about profoundly,” said Tabitha. “In my community, I regularly encounter children whose lives will be positively affected by the support this award enables. While I may never know exactly who benefits, I am confident that the impact is real and close to home. Living in a small community means that every time I step outside my front door, I am among those whose lives are being touched.” Tabitha hopes a portion of the donation will be allocated to support the addition of a child therapist who can provide ongoing care to children served by the center – an investment that would significantly enhance the long-term impact the organization is able to make in the lives of children. “Tab is a tireless advocate for children who have experienced abuse and/or neglect in their homes,” said her nominator. “She works to support the Children's Center by serving on the board, volunteering her time, and dedicating tons of time and energy to their annual fundraiser each spring. For as long as I've known Tab, she has been raising awareness of child abuse and neglect by promoting the positive impact the Children's Center has for victims.” Tabitha credits Lockton’s culture for empowering her to make a difference. “One of my favorite aspects of working at Lockton is the company’s genuine commitment to giving back,” she said. “Lockton empowers employees to make a difference in their own communities by providing the flexibility to engage in causes that matter personally. But what stands out most is that Lockton’s focus has never been on gaining recognition, but rather on encouraging each of us to support the organizations and initiatives that speak to our hearts. The fact that a community as small as mine can be recognized and supported by an organization as large as Lockton is something I will carry with me moving forward. It’s a powerful reminder that meaningful impact doesn’t depend on size, but on intention—and Lockton continues to lead with both.”
Rose Miller_Life at Lockton Article Header

December 11, 2025

Making an impact: Ro...
When Rose Miller walked into her Lockton interview five years ago, she didn’t know much about insurance. What she did know was that she had found something rare: a company that genuinely cared about its community. After 15 years in oil and gas, a COVID-related layoff had left her searching for a new path. What she discovered at Lockton was more than a job. She found her purpose. “I didn’t know giving back was a real passion until Lockton,” Rose says. “I’ve always been blessed and wanted to help people, but it never came to fruition. From day one here, I signed up for everything I could bring to Pittsburgh.” That decision changed everything. Today, Rose’s name is synonymous with service. Her volunteer resume reads like a roadmap of compassion: Harvest Street Mission, Ronald McDonald House Charities, Hosanna House, Light of Life Ministries, Living in Liberty, Latino Community Center—the list goes on. Each organization reflects her unwavering commitment to lifting those who need it most. For years, Rose has spent Sundays serving warm meals and distributing seasonal supplies to hundreds of people experiencing homelessness through Harvest Street Mission. It was during this work that she witnessed stories that reshaped her perspective—like a young woman who had been trafficked and, with support, found a job and a new beginning. “Seeing that journey was incredible,” Rose recalls. “It made me want to do more.” Her connections and desire to do more led her to Jeremiah’s Place, Pittsburgh’s only crisis nursery. Beyond childcare, the organization offers overnight accommodation for children, a store for mothers in need, and a lifeline for families fleeing unsafe situations. Rose jumped in immediately by organizing clothing drives, rallying donations, and even connecting local Lockton Producers to provide toys. When Rose learned she had won the Lockton Cares Community Impact Award, she was stunned. “I was shocked. I’d won a smaller award before, so I never thought I’d win again,” she says. “When Tom Cook started reading off names of places I’d volunteered, I thought, ‘Wow, who else is doing all this?’ Then someone next to me said, ‘Rose, that’s you!’ I was blessed. Truly blessed.” The Lockton Cares Community Impact Awards recognize Lockton Associates worldwide who go above and beyond to improve their communities through volunteering and philanthropy. Each recipient can direct a $25,000 donation to a charity of their choice, which will be funded directly by the Lockton family. For Rose, the award is more than recognition—it’s fuel for her mission. The donation will help Jeremiah’s Place renovate its new building, expand services, and continue providing safe spaces for children and mothers in crisis. “It’s going to make a real difference. They were in tears when I reached out,” she says. “They didn’t know how they were going to fund renovations.” Volunteering changed Rose’s outlook on life. “I used to have complaints about the little things. Then I’d go out on Sundays and see people with real struggles. It puts everything in perspective.” Professionally, it’s strengthened her connection to Lockton’s caring culture. “I work with amazing people who share the same passion. Our local team of Associates, Producers, and leaders is incredibly supportive. The entire Lockton group is truly amazing. It’s great to work for a company that shares the same passion you do.” Rose’s goals don’t stop here. She dreams of organizing mission trips to spread Lockton’s spirit of giving. “It’s not always about work,” she says. “Life after Lockton will still include volunteering. That will never end.” After a career pivot, Rose found more than employment: she found her passion. “I knew nothing about insurance,” she laughs. “But I found my niche here—community and giving back. I’m grateful I found a company that shares my excitement to make an impact.” Rose’s story is a powerful reminder that passion paired with purpose can transform lives—starting with one person’s decision to say, “How can I help?”
Life at Lockton Article Header_Julia Klaas

October 1, 2025

Making an impact: Ju...
The Community Impact Award, funded by the Lockton family, recognizes Associates who exceed expectations in improving their communities through volunteerism and philanthropy. This recognition enables each award recipient to direct a $25,000 donation to a charity of their choice. Julia Klaas earned recognition for her work with Gilda's Club, a nonprofit organization dedicated to providing emotional and social support to patients battling cancer. Julia's journey with Gilda's Club began three years ago when a fellow Lockton Associate asked Julia if she would be interested in joining the board. However, the work of Gilda's Club has long been close to her heart. Gene Wilder founded Gilda's Club to honor his late wife, Gilda Radner, who passed away after battling ovarian cancer. Since then, the organization has evolved into a national network that serves people of all ages by providing social and emotional support, regardless of the type of cancer. Julia found the organization when her sister was battling cancer, sending her resources from the Gilda's Club website up until her passing in 2023. Julia is on the board of Gilda's Club Kansas City (GCKC), which serves patients in both Kansas and Missouri. However, it is a smaller chapter, leading to challenges with fundraising. This is why Julia chose Gilda's Club to be the beneficiary of Lockton's Community Impact Award. "Lockton's donation provided an important boost. I was honored to be able to do that for the organization," Julia said. In 2024, Gilda's Club served 2,817 unique patients at its facility in Kansas City, MO, with a total of 6,406 visits. With funds from the Community Impact Award, their goal for 2025 is to serve 3,000 patients. "One thing about Lockton is that we are encouraged to go out and get involved," Julia said. Last year, she chaired a fundraising auction for the organization and said the support from her Lockton colleagues was unmatched. "I had so many of my colleagues and peers come. I had someone from London who was in town, and even he wanted to come. That is just the spirit of Lockton," she said. For Julia, her commitment to giving back to her community is an integral part of her identity, and when she joined Lockton, she discovered how closely the company's goals aligned with her core beliefs. "We are encouraged to take extra time to give back to our communities, and I think that is a very unique and special thing," Julia said. She shared that Gilda's Club is even making a difference in the Lockton community. When one of her colleagues called her and asked for information about Gilda's Club, she felt how valuable the organization truly is. The motto of Gilda's Club is "No one should face cancer alone," and through Julia's work and Lockton's support, she has made a lasting impact, helping the organization uphold that goal. Julia's work with Gilda's Club has already made a meaningful difference in our community, and she will continue advocating for the organization's goals far into the future. "Even when I'm off the board, I will continue to be engaged and involved in Gilda's Club," Julia said. A Statement from Gilda's Club Kansas City "We are so appreciative of Julia and Lockton for this wonderful gift. Funding will enable us to reach more people with a cancer impact in our community through educational workshops, support groups, short-term counseling, healthy lifestyle classes, and mental health resources and referrals, all offered free to participants." Thank you, Julia, for your dedication to making a positive impact in your community and at Lockton.