Lockton is a global professional services firm with more than 8,000 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. Check out the latest insights from Lockton's experts.  

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.
  • An emphasis on community involvement and giving back.
  • Frequent athletic and wellness events.
  • Incredibly generous rewards; US Associates receive a Rolex for their 10-year anniversary!
  • We are uncommonly and perpetually independent.
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 for self-funded clients; review financial reports with client service teams.
  • 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.
  • Use financial modeler and other tools to predict financial impact of health reform on client plans.
  • Prepare custom reports and analysis for specific client needs.
  • Maintain market data and leverage use of benchmarks across clients.
  • Serve as a Subject Matter Expert on financial reporting.
  • Leverage internal systems knowledge and utilization within the department and among clients.
  • Keep informed of insurance industry developments and products available in the marketplace.
  • 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, 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
  • Excellent organizational and communication skills
  • 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

Lockton Companies LLC is proud to provide everyone an equal opportunity to grow and advance. We strive to cultivate an environment that learns from, celebrates, and thrives because of our breadth of differences. We are committed to fostering a culture where every member of the Lockton family feels valued and accepted as they are and safe to bring their authentic selves to work every single day. At the end of the day, our mission is to ensure that our family can be anyone’s family.

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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