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Lockton is a global professional services firm with 6,500 Associates who advise clients on protecting their people, property and reputations. Lockton has grown to become the world's largest privately held, independent insurance broker by helping clients achieve their business objectives. To see the latest insights from Lockton's experts, check Lockton Market Update

A few reasons Associates love working at Lockton include:

  • Opportunities for growth and advancement, including paid training and professional development
  • 12-week paid parental leave
  • A huge emphasis on community involvement
  • Frequent athletic and wellness events
  • Incredibly generous rewards; US Associates receive a Rolex for their 10-year anniversary!
Finance and Accounting
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  • Work collaboratively with client service teams to collect and review data for accuracy and consistency.
  • Integrate data from multiple data sources into relevant client reports.
  • Prepare routine financial reports; review financial reports with client service teams.
  • Identify monthly variances and research solutions
  • Assist in annual budge preparation 
  • Reconcile monthly contingent revenue account
  • Work with Accounting to advise on expenses charged to client service teams and payment of invoices 
  • Assist with quarterly referral payments
  • Create basic and complex models to analyze, illustrate, and project loss trends.
  • Prepare spreadsheets, graphs, charts, diagrams, and other illustrative tools for presentations and reports.
  • Prepare custom reports and analysis for specific client needs.
  • Serve as a Subject Matter Expert on financial reporting.
  • Leverage internal systems knowledge and utilization within the department and among clients.
  • Make a positive contribution to customer satisfaction and constantly strive to improve service to the customer.
  • Participate in internal office meetings as required
  • Other responsibilities as assigned


  • Bachelor’s degree in a business-related program or equivalent education and/or experience, with an emphasis in math, statistics, accounting or finance required.
  • Excellent customer service skills, with the ability to develop strong client relationships with multiple clients
  • A working knowledge of welfare benefits with a basic understanding of risk and insurance concepts is preferred
  • Excellent computer skills including word processing and spreadsheet expertise; Microsoft Access experience is a plus
  • Excellent organizational and communication skills
  • Ability to work independently with strong attention to detail
  • 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 work outside of normal business hours as needed
  • Legally able to work in the United States

Lockton Companies, LLC is an equal opportunity employer. As a privately held company, we offer a competitive compensation and benefits package reflecting our commitment to attracting and retaining great individuals. This includes health and dental coverage, which begins on your first day of work, 401(k) with match and immediate vesting, a competitive vacation plan and unrivaled career advancement opportunities.

Lockton is known throughout the insurance industry as an entrepreneurial, progressive and successful insurance broker. As a result of continued individual and group accomplishments, Lockton has a record of steady and substantial growth. If you are a committed professional with a passion for delivering unparalleled service, Lockton is interested in hearing from you.

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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