Transaction Analyst - Property & Casualty

Charlotte, North Carolina

Employer: Lockton, Inc.
Industry: 
Salary: Competitive
Job type: Full-Time
Job Summary:

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.


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.
  • 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
Created: 2024-06-28
Reference: 24012S
Country: United States
State: North Carolina
City: Charlotte
ZIP: 28269