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Lockton · 2 days ago

Transaction Advisor - Due Diligence

Kansas City, MO

Full-time

Onsite

Entry, Mid Level

2+ years exp

Lockton is a prominent company in the insurance industry, seeking a Transaction Advisor for Due Diligence. The role involves managing project files, analyzing financial and legal information, and assisting in the preparation and presentation of due diligence documents.

Auto InsuranceInsuranceRisk Management

Responsibilities

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

Qualification

PropertyCasualty insuranceFinancial analysisData interpretationM&A experienceProficiency with ExcelOrganizational skillsOffice proceduresVirtual datasitesContinuing educationCommunication skillsInterpersonal skillsTime management

Required

2-7 years of experience in the property and casualty insurance industry

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