Lockton
Transaction Analyst - Property & Casualty
Join to apply for the
Transaction Analyst - Property & Casualty
role at
Lockton Transaction Analyst - Property & Casualty
2 days ago Be among the first 25 applicants Join to apply for the
Transaction Analyst - Property & Casualty
role at
Lockton Get AI-powered advice on this job and more exclusive features. Assist with obtaining data and documents related to specific projects. Organize, catalogue, and provide preliminary screening and review of data and documents received. Interpret and summarize information received in spreadsheet format. Analyze the information received from a financial, legal, and risk management perspective and provide input to the project manager and team. Assist with the preparation of the due diligence document. Participate in the presentation of the information in the due diligence document to the customer. Assist with the marketing of the property and casualty coverages as required. Facilitate tracking and reporting of project activities.
Your Responsibilities
Description:
Create and manage project files. Assist with obtaining data and documents related to specific projects. Organize, catalogue, and provide preliminary screening and review of data and documents received. Interpret and summarize information received in spreadsheet format. Analyze the information received from a financial, legal, and risk management perspective and provide input to the project manager and team. Assist with the preparation of the due diligence document. Participate in the presentation of the information in the due diligence document to the customer. Assist with the marketing of the property and casualty coverages as required. Facilitate tracking and reporting of project activities.
Qualifications
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. 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. Advanced knowledge of general office and administrative procedures, such as file management, internet search, time and calendar management. 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 Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Insurance Referrals increase your chances of interviewing at Lockton by 2x Sign in to set job alerts for “Transaction Analyst” roles.
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Join to apply for the
Transaction Analyst - Property & Casualty
role at
Lockton Transaction Analyst - Property & Casualty
2 days ago Be among the first 25 applicants Join to apply for the
Transaction Analyst - Property & Casualty
role at
Lockton Get AI-powered advice on this job and more exclusive features. Assist with obtaining data and documents related to specific projects. Organize, catalogue, and provide preliminary screening and review of data and documents received. Interpret and summarize information received in spreadsheet format. Analyze the information received from a financial, legal, and risk management perspective and provide input to the project manager and team. Assist with the preparation of the due diligence document. Participate in the presentation of the information in the due diligence document to the customer. Assist with the marketing of the property and casualty coverages as required. Facilitate tracking and reporting of project activities.
Your Responsibilities
Description:
Create and manage project files. Assist with obtaining data and documents related to specific projects. Organize, catalogue, and provide preliminary screening and review of data and documents received. Interpret and summarize information received in spreadsheet format. Analyze the information received from a financial, legal, and risk management perspective and provide input to the project manager and team. Assist with the preparation of the due diligence document. Participate in the presentation of the information in the due diligence document to the customer. Assist with the marketing of the property and casualty coverages as required. Facilitate tracking and reporting of project activities.
Qualifications
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. 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. Advanced knowledge of general office and administrative procedures, such as file management, internet search, time and calendar management. 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 Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Insurance Referrals increase your chances of interviewing at Lockton by 2x Sign in to set job alerts for “Transaction Analyst” roles.
Transaction Analyst - Property & Casualty
Atlanta, GA $120,000.00-$150,000.00 2 weeks ago Sr. Financial Analyst - Business Development
business Data Analyst - Pricing & Reporting
Investment Advisory Group (IAG) Content Engagement Analyst
Financial Services - Customer Tax Operations and Reporting - Tax Services Analyst-EDGE
Atlanta, GA $58,300.00-$96,400.00 1 week ago Financial Services - Customer Tax Operations and Reporting - Tax Services Analyst-EDGE
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Atlanta, GA $101,500.00-$186,000.00 2 days ago Business Analyst, Relay Supply Product and Technology
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Atlanta, GA $80,000.00-$96,000.00 1 day ago Atlanta, GA $63,976.25-$121,000.00 1 week ago Financial Services - Consulting - Guidewire - Business Analyst - Senior
Atlanta, GA $79,700.00-$100,000.00 1 day ago Atlanta, GA $110,000.00-$135,000.00 1 week ago Business Analyst (FIS Configuration, GTM Database, Kafka)
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr