Financial Analyst - Healthcare Employee Benefits
Kansas City, Missouri, United States of America
Finance and Accounting
2401VU
Financial Analyst - Healthcare Employee Benefits
Kansas City, Missouri, United States of America
Finance and Accounting
2401VU
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
Job type
Standard
Workplace
In Office
Your Responsibilities
Position Objective: Proactively manage and execute on a diverse range of client and team analytical responsibilities.
Essential Duties
- Complete and review select experience reports.
- Model and value plan designs for changes.
- Develop budgets/projections, rates, and contributions scenarios.
- Attend client meetings to present projection/renewal results, as needed.
- Create consistencies amongst various reports and processes.
- Provide and facilitate associate training.
- Assist with projects for prospects.
- Proactively looking at multiple data sources for ongoing benchmarking and storytelling.
- Perform special projects as necessary.
General Responsibilities
- Positive contribution to client satisfaction and constantly striving to improve.
- Communicate in a positive manner to contribute to a cohesive, pleasant work environment.
- Comply with Lockton procedures and policies.
- Attend all needed meetings as required.
- Attend related seminars/classes as required.
- Responsible for regular and punctual attendance.
#LI-SS1
Qualifications
Qualifications
- Bachelor’s degree in a business-related program with an emphasis in math, statistics, or finance and 5 years employee benefits experience required.
- The ability to compile, analyze, present, and interpret financial and statistical information to facilitate decision making.
- High skill in using computer application software for financial modeling, statistical analysis, and spreadsheet calculations.
- Organizational and time management skills to prioritize workloads to meet time sensitive deadlines.
- Must be results-oriented, with the ability to change priorities as needed.
- Verbal, written, and interpersonal skills to interact with Associates, clients, and prospects.
- Ability to work independently under the supervision or guidance of others.
- Ability to travel
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 10,000+ Associates doing business in over 100 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.
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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