Analyst

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