The TAP Transaction Advisor is responsible for carrying out the property & casualty insurance due diligence process for our private equity and corporate clients, communicating transactional deal issues as they arise, and delivering the final written findings to the client.

Role Responsibilities

• Responsible for carrying out the property & casualty insurance due diligence process for our private equity and corporate clients, including:

- Requesting, gathering and organizing applicable documentation;

- Reviewing and analyzing applicable documentation with an eye for identifying and quantifying deal impactful issues relevant to a financial buyer;

- Soliciting subject matter expertise, where necessary, from internal Lockton resources;

- Coordinating with other third-party due diligence work streams, including transaction liability, legal, quality of earnings analysis and business strategy as the primary Lockton deal contact person; and

- Drafting a written analysis of the property & casualty insurance plans in place and how they will be impacted by the contemplated transaction. Findings to include a financial analysis, coverage analysis and identification of program deficiencies and transition issues.

• Responsible for delivering and communicating transactional deal issues as they arise, and our final written findings to the client – the private equity buyer or operating company C-suite executives.
• Responsible for liaising with Lockton service teams and the client on the transition of new business to Lockton.
• Coordinates with team lead to make alterations to processes and procedures to enhance quality and efficiency.
• Performs other responsibilities and duties as needed.

Competencies

• Time Management and Organization: Uses a range of skills, tools, and techniques to manage time when accomplishing specific tasks, projects and goals; this includes planning, allocating, setting goals, delegation, analysis of time spent, monitoring, organizing, scheduling, and prioritizing
• Professionalism: Conducts oneself in a polite and respectful manner and demonstrates good judgment when dealing with prospects, internal and external clients
• Client Focus: Practices Lockton’s motto, “We Live Service,” while serving Clients’ needs, nurturing effective Client relationships, and contributing to the overall success and satisfaction of Lockton
• Reliability: Completes tasks and job functions on time, while meeting or exceeding expectations; carries a trusted reputation for dependability, honesty, consistency, and commitment.
• Communication: Expresses ideas clearly, listens effectively, shares information appropriately, demonstrates interpersonal skills, and resolves conflict as needed
• Industry Knowledge: Stays current on issues impacting the industry by maintaining expertise in functional area

• Minimum of a Bachelor’s Degree in a business-related field or equivalent experience and/or work experience.
• Experience in the insurance industry with a broad understanding of the various property & casualty insurance coverages, programs and services.
• Understanding of risk financing and risk management concepts and application.
• Experience and knowledge with mergers and acquisition processes and the private equity deal environment.
• Excellent project management and organizational skills. Proven ability in managing multiple projects to successful completion.
• Strong verbal and written communication skills, and the ability to translate insurance, financial and legal concepts to disparate audiences.
• Solid understanding of financial statements and relation to insurance concepts.
• Advanced working knowledge of Microsoft products (Word, Excel, Outlook, PowerPoint) or similar software applications.
• Excellent customer service skills, with the ability to develop sound relationships with multiple clients.
• Understands industry trends and governmental regulations
• 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 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

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