The Transaction Advisory Practice (TAP) provides consultative property & casualty insurance and employee benefits due diligence advisory 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 Property & Casualty Transaction Advisor, you will work in tandem with Analysts and Lockton service teams while responsible for managing the property & casualty insurance due diligence process private equity and corporate clients; gaining a thorough understanding of the structure of each transaction and identifying potentially deal-impactful issues arising from the target entity’s employee benefits program within the context of the deal terms and conditions.

Responsibilities

• Responsible for managing the employee benefits 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 policies, summary plan descriptions, employee census, claims experience reports, compliance tests, and other related materials.
  • Maintain and update data request lists on an as needed basis.
  • Coordinating internal & external resources as required for larger, more complex transactions.
  • Accurately track and record project updates on an as needed basis.
• Responsible for delivering and communicating transactional deal issues as they arise, and our final written findings to the client.
• Responsible for liaising with Lockton service teams and the client on the transition of new business to Lockton.
• Assist in the training & development of Analyst associates.
• Performs other responsibilities and duties as needed.

Competencies

• Time management and organization: Uses a range of skills, tools, and techniques to manage time and accomplish 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 associates, 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, accuracy, 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.

#LI-SS1

• Bachelor’s degree in Finance, Business, Accounting, or equivalent education and/or work experience. Relevant advanced degree (MBA or J.D.) preferred.
• Understanding and successful completion of all Analyst roles with a willingness and capability to train and work in tandem with current Analysts.
• 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 to meet time sensitive deadlines.
• Willingness and ability to take initiative and ownership in work/projects and follow through completion.
• Ability to communicate professionally in written correspondence.
• Demonstrated interpersonal skills and the ability to interact with Associates at all levels.
• Legally able to work in the United States.