Transaction Advisor
Job Description
Description:
- Responsible for managing the property & casualty insurance due diligence process for our private equity and corporate clients, including:
- Creating and managing project files.
- Requesting, gathering and organizing applicable documentation;
- Reviewing and analyzing applicable documentation;
- Soliciting subject matter expertise, where necessary, from internal Lockton resources; and liaising with Lockton service teams and the client on the transition of new business to Lockton.
- Drafting a written analysis of the property & casualty insurance plans in place and how they will be impacted by the contemplated transaction. Findings to include a financial analysis, coverage analysis and identification of program deficiencies and transition issues.
- Responsible for delivering and communicating our written findings to the client.
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. Relevant advanced degree (MBA or J.D.) preferred.
- 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.
- 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
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Date Posted
08/05/2023
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Subjectivity Score: 0.5
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