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.
Client Services
623 Total Views

The Transaction Advisory Practice provides consultative property & casualty insurance and employee benefits due diligence 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 Transaction Advisor, you will analyze and evaluate data gathered from the target corporation to assess potential deal issues and cost impacts to your client, the buyer. You will have co-ownership, with your property & casualty insurance counterpart, of a written report summarizing your findings, identifying risks, and providing recommendations and opportunities for the post-transaction entity related to their employee benefit plans.


Educational and Experience Requirements: 

  • Minimum eight years experience in the employee benefits industry, which has provided a comprehensive understanding of both health & welfare and retirement plans.
  • M&A experience desired, but not essential.
  • Bachelor’s degree in relevant business discipline.


Desired Skills and Knowledge: 

  • Ability to manage multiple projects to successful completion simultaneously.
  • Organizational and time management skills to prioritize workloads and meet time-sensitive deadlines.
  • Working knowledge of the private equity industry and the application of employee benefits due diligence.
  • Understanding of various health & welfare plan funding mechanisms
  • Solid understanding of financial statements in relation to employee benefits concepts.
  • Strong communication and presentation skills – both written and oral – including the ability to lead conference calls with C-suite professionals and draft comprehensible and grammatically correct written reports.
  • Demonstrated interpersonal skills and ability to interact with Associates at all levels of responsibility, both within the department and across the company.
  • Working knowledge of general office and administrative procedures, such as file management, internet search, time and calendar management.
  • Proficiency with Word, Excel, and PowerPoint. 


General Expectations: 

  • Flexibility to travel, as needed. Anticipated travel is less than 10 percent per year.
  • Ability to successfully adapt in a dynamic, changing, fast-paced environment.
  • Willingness and ability to expand knowledge and effectiveness in employee benefits through classes, workshops, and pursuit of professional designations.
  • Demonstration of the Lockton culture consistent with the organization’s mission statement and philosophies.

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.

Previous Job Searches

Similar Listings

Washington DC, District of Columbia, United States

📁 Client Services

Kansas City, Missouri, United States

📁 Client Services

New York City, New York, United States

📁 Client Services

Awards & Affiliations

Copyright ©2017 Lockton Companies. All rights reserved.  |  Compensation Disclosure  |  Terms of Use  |  Privacy Policy  |  Cookie Policy |  UK Regulatory Compliance |  US Terms of Business