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 Liability Analyst

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Client Services
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2877 Total Views

Lockton’s Transaction Liability Practice is looking for an analyst to support senior brokers on the team in connection with the placement of Representations and Warranties, Tax Liability and Contingent Liability opportunities.  The Practice focuses on placing insurance on complex M&A transactions. 

     

 

Job Responsibilities:

  • Support senior brokers on day-to-day deal tasks and other long-term projects
  • Manage consistent stream of deal opportunities that contemplate insurance
  • Coordinate and communicate with insurance carriers, lawyers and clients
  • Manage group’s pipeline and prepare monthly, quarterly and annual internal financial reports
  • Complete ad-hoc business development projects
  • Conduct and analyze benchmarking data and market trends

Required Skills/Experience:

  • Skilled in Microsoft Office, particularly Excel and PowerPoint;
  • Salesforce experience is encouraged
  • Ability to work collaboratively as a key member of a team and independently with minimal supervision;
  • Effective presentation, reporting and communication skills; and
  • Highly organized with attention to detail and ability to prioritize and multi-task
  • Ability to work in a fast paced environment
  •  

Education:

  • BA/BS required (business, economics or finance major preferred)

 

Job Responsibilities:

  • Support senior brokers on day-to-day deal tasks and other long-term projects
  • Manage consistent stream of deal opportunities that contemplate insurance
  • Coordinate and communicate with insurance carriers, lawyers and clients
  • Manage group’s pipeline and prepare monthly, quarterly and annual internal financial reports
  • Complete ad-hoc business development projects
  • Conduct and analyze benchmarking data and market trends

Required Skills/Experience:

  • Skilled in Microsoft Office, particularly Excel and PowerPoint;
  • Salesforce experience is encouraged
  • Ability to work collaboratively as a key member of a team and independently with minimal supervision;
  • Effective presentation, reporting and communication skills; and
  • Highly organized with attention to detail and ability to prioritize and multi-task
  • Ability to work in a fast paced environment
  •  

Education:

  • BA/BS required (business, economics or finance major preferred)

 

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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