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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!

Insurance and Risk Due Diligence Project Manager - Private Equity

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Position Objective

Lockton’s Private Equity and Corporate Acquisitions Practice “PECAP” is looking for an Insurance and Risk Due Diligence Project Manager. The person in this position will be the primary contact for insurance due diligence assignments generated by Lockton’s client base.


Essential Duties

v  Responsible for managing the Property and Casualty insurance due diligence process for our private equity and corporate clients, including:

†  Requesting, gathering, and organizing applicable documentation;

†  Reviewing and analyzing applicable documentation;

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


†  Drafting a written analysis of the Property and 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

v  Responsible for delivering and communicating our written findings to the client

v  Responsible for liaising with Lockton service teams and the client on the transition of new business to Lockton


 

Requirements


1.        Extensive background and understanding of the Property and Casualty insurance industry, coverages, programs, and services
2.        Broad experience in marketing and service for Property and Casualty insurance accounts
3.        Strong understanding of risk financing and risk management concepts and application
4.        Proven working knowledge of the private equity industry and the application of insurance due diligence
5.        Proven leadership ability in managing multiple projects to successful completion.
6.        Consistent demonstration of ability to instill confidence with external and internal customers
7.        Strong ability to compile, analyze, present, and interpret insurance and financial information to facilitate client decision making
8.        High aptitude in mathematical calculations
9.        Organizational and time management skills to prioritize workloads to meet time sensitive deadlines
10.     Solid understanding of financial statements and relation to insurance concepts
11.     Very strong communication and presentation skills in taking the lead in communicating with clients
12.     Ability to effectively communicate in written form
13.     Understanding and application of business and accounting principles
14.     Ability to travel as needed.
15.     Strong verbal and listening skills
16.     Ability to communicate professionally in written correspondence
17.     Demonstrated interpersonal skills and ability to interact with Associates at all levels of responsibility, both within the department and across the company
18.     Willingness and ability to take initiative and ownership of projects and see through to completion
19.     Ability to be flexible in a dynamic, changing environment
20.     Proven ability to handle management issues including Associate development
21.     Ability to assist the PECAP practice leader with the development of internal departmental processes/procedures as well as strategic planning
22.     Solid understanding and promotion of the Lockton culture consistent with the organization’s mission statement and philosophies
23.     Willingness and ability to expand knowledge and effectiveness in the commercial insurance industry through classes/workshops and professional designations
24.     Working knowledge of general office and administrative procedures, such a file management, Internet search, time, and calendar management
25.     Bachelor’s degree in business, accounting, or other field; or equivalent education and experience with emphasis in business, accounting, or finance
26.     Maintain Property and Casualty license
27.     Proficiency with XL, Word, and Powerpoint

 


 

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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