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.
Transaction Analyst
Required Education and Experience
- Bachelor’s degree in Finance, Business, Accounting or equivalent education and/or work experience.
- Minimum of two years of experience working with U.S. based health & welfare and/or retirement plans.
- Experience on employee benefit matters related to mergers and acquisitions, preferably private equity financial buyers, desirable.
- Related professional designations and certifications are desirable.
Required Knowledge, Skills and Abilities
- Working knowledge of the variety of the group healthcare products and funding mechanisms, group ancillary products, and retirement plan types available to small business and larger employers.
- Basic understanding of U.S. federal laws and regulations to which employee benefit plans are subject (e.g. ERISA, COBRA, PPACA, and Internal Revenue Code).
- Developing analytical and reasoning skill set, including data analysis, research, critical thinking, creativity and communication skills with an attention to detail.
- Ability to collect and examine large volumes of data to spot trends, draw inferences or conclusions in data observed/gaps, and make decisions, recommendations and/or projections based on findings.
- Ability to research topics for further understanding and/or recommendations and ability to explain findings and patterns observed.
- Developing written and verbal communication skills to articulate thoughts clearly and succinctly. Developing ability to communicate complex technical information and offer clear suggestions to non-benefit professionals.
- Strong organizational, planning, and time management skill set, demonstrating understanding of project workflow and keeping an eye on overall project while maintaining focus on details.
- Basic understanding of financial statements in relation to employee benefit concepts.
- Proficiency of MS Excel, including ability to analyze data using pivot tables, and MS Word.
- Ability to operate comfortably in a dynamic, changing, and fast-paced environment.
- Exposure to group health plan underwriting.
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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