Lockton, Inc. is the largest privately held independent insurance brokerage in the world, and they are seeking an Employee Benefits Financial Analyst to support the Analytics & Insights team. This role involves providing accurate financial data analysis and reporting for client programs to optimize employee health benefits.
Responsibilities
- Prepare routine financial and statistical reports for internal use, ensuring accuracy and clarity
- Maintain and update data templates, spreadsheets, and databases to support team reporting needs
- Assist in the development and application of standard financial models and formulas under supervision
- Analyze internal data to identify trends and support decision-making for client initiatives
- Support the benchmarking process by gathering and organizing relevant data
- Collaborate with team members to ensure timely completion of deliverables
- Stay informed on relevant industry developments and internal policies
- Protect the confidentiality of company and employee information at all times
- Participate in team meetings and training sessions as required
Skills
- Bachelor's degree in a business-related field or equivalent education and/or experience, with emphasis in math, statistics, or finance required
- 1–3 years of relevant experience in data analysis, financial reporting, or a related field
- Basic understanding of financial and statistical concepts; willingness to learn more advanced modeling
- Proficiency in Microsoft Excel and other Microsoft Office applications; familiarity with PowerBI/SQL/Python is a plus
- Strong organizational skills and attention to detail
- Effective written and verbal communication skills for internal collaboration
- Ability to manage multiple tasks and meet deadlines in a fast-paced environment
- Willingness and ability to expand knowledge through extended insurance education and other appropriate training
- Ability to work on a computer for prolonged periods and outside normal business hours as needed
- Ability to travel by automobile and aircraft
- Ability to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information
- Legally authorized to work in the United States
- Ability to attend company, department, and staff meetings as required and perform other work-related duties as assigned
Benefits
- Medical
- Dental
- Vision
- 401k plus match
- Life
- Salary continuation
- Long-term disability
- Wellness program
- Flexible spending accounts
- Legal benefit
- Identity theft protection
- Accident insurance
- Critical illness
- Hospital indemnity
- Pet insurance
- Mental health benefits
Company Overview
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