Lockton, Inc.
Job Summary:
Description:
Responsible for managing the property & casualty insurance due diligence process for our private equity and corporate clients, including: Creating and managing project files. Requesting, gathering and organizing applicable documentation; Reviewing and analyzing applicable documentation; Soliciting subject matter expertise, where necessary, from internal Lockton resources; and liaising with Lockton service teams and the client on the transition of new business to Lockton. Drafting a written analysis of the property & 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. Responsible for delivering and communicating our written findings to the client. Requirements:
Qualifications:
2-7 years of experience in the property and casualty insurance industry. M&A experience would be a bonus but not required. Bachelor's degree in relevant business discipline. Relevant advanced degree (MBA or J.D.) preferred. Ability to compile, analyze, present, and interpret insurance and financial information, accurately and with attention to details. Organizational and time management skills to prioritize workloads and meet time-sensitive deadlines, while balancing the needs of multiple project managers. Basic understanding of financial statements in relation to insurance concepts. Ability to communicate professionally and effectively in written correspondence and verbally. Demonstrated interpersonal skills and ability to interact with Associates at all levels of responsibility, both within the department and across the company, to create a cohesive pleasant working environment. Proficiency with Word, Excel, and PowerPoint, and the ability to quickly learn to effectively use various virtual datasites and Lockton technology tools. 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
Description:
Responsible for managing the property & casualty insurance due diligence process for our private equity and corporate clients, including: Creating and managing project files. Requesting, gathering and organizing applicable documentation; Reviewing and analyzing applicable documentation; Soliciting subject matter expertise, where necessary, from internal Lockton resources; and liaising with Lockton service teams and the client on the transition of new business to Lockton. Drafting a written analysis of the property & 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. Responsible for delivering and communicating our written findings to the client. Requirements:
Qualifications:
2-7 years of experience in the property and casualty insurance industry. M&A experience would be a bonus but not required. Bachelor's degree in relevant business discipline. Relevant advanced degree (MBA or J.D.) preferred. Ability to compile, analyze, present, and interpret insurance and financial information, accurately and with attention to details. Organizational and time management skills to prioritize workloads and meet time-sensitive deadlines, while balancing the needs of multiple project managers. Basic understanding of financial statements in relation to insurance concepts. Ability to communicate professionally and effectively in written correspondence and verbally. Demonstrated interpersonal skills and ability to interact with Associates at all levels of responsibility, both within the department and across the company, to create a cohesive pleasant working environment. Proficiency with Word, Excel, and PowerPoint, and the ability to quickly learn to effectively use various virtual datasites and Lockton technology tools. 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