The Transaction Advisory Practice provides consultative property & casualty insurance and employee benefits due diligence advisory 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 property & casualty Transaction Advisor, you will work in tandem with Analysts and Lockton service teams while responsible for managing the property & casualty insurance due diligence process for our private equity and corporate clients; gaining a thorough understanding of the structure of each transaction and identifying potentially deal-impactful issues arising from the target entity?s insurance programs within the context of the deal terms and conditions.

Responsible for managing the property and casualty insurance due diligence process for our private equity and corporate clients, including:

• Assist in all facets of electronic and paper data collection processes with organization of documents for analysis.
• Populate and/or create financial spreadsheets and illustrations based upon data financial analysis.
• Review documents and agreements such as insurance policies, carrier loss runs, exposure information, contracts, and other related materials.
• Coordinate distribution of documents to internal departments for specialized analysis, while communicating scope of review and timelines for deliverables.
• Maintain detailed data request tracking lists, to be updated on an as needed basis.

Responsible for delivering and communicating transactional deal issues as they arise, and our final written findings to the client.

Responsible for liaising with Lockton service teams and the client on the transition of new business to Lockton. Performs other responsibilities and duties as needed.

Competencies

• Time management and organization: Uses a range of skills, tools and techniques to manage time when accomplishing specific tasks, projects and goals; this includes planning, allocating, setting goals, delegation, analysis of time spent, monitoring, organizing, scheduling and prioritizing.
• Professionalism: Conducts oneself in a polite and respectful manner and demonstrates good judgment when dealing with prospects, internal and external clients.
• Client Focus: Practices Lockton's motto, "We Live Service" while serving clients"' needs, nurturing effective client relationships, and contributing to the overall success and satisfaction of Lockton.
• Reliability: Completes tasks and job functions on time while meeting or exceeding expectations; carries a trusted reputation for dependability, honesty, consistency and commitment.
• Communication: Expresses ideas clearly, listens effectively, shares information appropriately, demonstrates interpersonal skills, and resolves conflict as needed. Industry knowledge: Stays current on issues impacting the industry by maintaining expertise in functional area.

Qualifications

• Bachelor's degree in Finance, Business, Accounting or equivalent education and/or work experience. Relevant advanced degree (MBA or J.D.) preferred.
• Aptitude in mathematical calculations and general business acumen.
• Ability to successfully adapt in a dynamic, changing, fast-paced environment.
• Organizational and time management skills to prioritize workloads to meet time sensitive deadlines.
• Willingness and ability to take initiative and ownership in work/projects and see through completion.
• Ability to communicate professionally in written correspondence.
• Demonstrated interpersonal skills and the ability to interact with Associates at all levels.
• Legally able to work in the United States.

More than 7,500 professionals provide 52,000 clients globally with creative solutions in risk management, insurance and employee benefits consulting. Our entrepreneurial Associates are committed to service and empowered with a single-minded focus on delivering results for clients.From its 1966 founding in Kansas City, Missouri, Lockton has grown to become the largest privately held insurance broker in the world and 8th largest overall. We’re purposefully unconventional, insatiably curious and Uncommonly Independent.For 11 consecutive years, Business Insurance has recognized Lockton as a "Best Place to Work in Insurance" in the U.S.For eight consecutive years, Business Insurance has recognized Lockton as a "Best Place to Work in Insurance."