Revenue Analyst

Job Summary:

The Revenue Analyst will research, compile, analyze and maintain account data to compile the production revenue budget and ongoing forecast for the Texas Series.

PRIMARY JOB RESPONSIBILITIES WILL INCLUDE:



· Coordination of the production revenue budget and forecast for the Texas Series



· Identify and solve problems and escalated issues, when required



· Provide technical and analytical support to teams



· Develop and maintain various account tracking databases



· Participate in periodic status update meetings, including written and verbal presentation of monthly budgets and forecasts



· Build and maintain professional relationships with Producers, Account Teams, and Lockton Leadership



· Interact with Producers, Associates and additional Lockton offices



· Actively seek information and follow-up to successfully obtain required data



· Other responsibilities as assigned/requested

Requirements:

• Bachelor's Degree in Accounting, Finance, Economics, Mathematics, Risk Management, Business or related program; or equivalent education and/or work experience



• Prior insurance industry work experience (preferred)



• Minimum 1-year experience in an administrative, accounting support, and/or strategic planning role



• Strong technical aptitude and working knowledge of Microsoft Office products (Excel - high importance)



• Prior utilization of Revenue Management Systems (preferred)



• High attention to detail and accuracy



• Deductive reasoning and analytical skills



• Excellent written and verbal communication skills with the ability to communicate at all levels of the organization. Presentation skills (a plus)



• Effective organizational, prioritization, and negotiation skills