Lockton · 14 hours ago
Contract Surety Financial Analyst
Kansas City, MO
Contract
Onsite
New Grad, Entry LevelLockton is a leading insurance brokerage firm that has been supporting clients since 1966. They are seeking a Contract Surety Financial Analyst to assist in coordinating marketing placements, analyzing financial statements, and building relationships with clients and surety carriers.
Auto InsuranceInsuranceRisk Management
Responsibilities
Assist and help coordinate the marketing placement and/or renewal of current Client business from origination to completion; assist Unit Leader is developing and cross-selling of new business
Analyze financial statements with an emphasis on how surety underwriters view credit quality
Build and maintain effective relationships with Clients and surety carriers to facilitate positive Client outcomes
Conduct analyses on Clients’ financial stability, credit arrangements, business plans, and economic outlook and build business case for marketplace support
Prepare and help present professional presentations, both oral and written, for all levels of Client contact
Respond in a timely manner to the requests and needs of Clients and Prospective Clients as well as Lockton Producers and Unit Leaders and Associates from other Lockton departments
Participate in the solicitation process for new surety Clients with Lockton producers as a surety resource
Attend industry events, educational workshops, internal staff meetings, and Client events—including some that will fall outside of normal business hours, and may involve regional travel
Work with other Associates from the Surety team to maintain Client relationships and to develop new marketing methods, channels, and tools
Qualification
Required
Bachelor's degree in a business-related field (accounting, finance, business administration, economics) or equivalent combination of education and relevant work experience; graduate degree or MBA is a plus, but not required
Advanced proficiency with Microsoft products including Excel, Word, PowerPoint, Outlook, and TEAMs
Familiarity and comfort with utilizing AI for information gathering and research support
Ability to efficiently organize work and manage time to meet deadlines
Strong analytical and problem-solving skills
Ability to understand and analyze financial statements
Demonstrated interpersonal communication skills and ability to interact with Associates at all levels of Lockton
Desire to develop brokering skills to influence underwriting outcomes through professional, tactful negotiations
Ability and willingness to travel long distances via automobile and aircraft for meetings and events
Ability to obtain insurance producer's license and 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 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
Company
Lockton
Lockton provides risk management and insurance services.
Founded in 1966
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mohammad Al Abdul Jabbar
Chief Executive Officer
Scott Bastian
Senior Vice President
Recent News
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