What are the responsibilities and job description for the Financial Analyst position at Lockton?
Your Responsibilities
Description:
Qualifications:
Description:
- Work collaboratively with client service teams to collect and review data for accuracy and consistency.
- Integrate data from multiple data sources into relevant client reports.
- Prepare routine financial reports for self-funded clients; review financial reports with client service teams.
- Create basic and complex models to analyze, illustrate, and project loss trends.
- Prepare spreadsheets, graphs, charts, diagrams, and other illustrative tools for presentations and reports.
- Use financial modeler and other tools to predict financial impact of health reform on client plans.
- Prepare custom reports and analysis for specific client needs.
- Maintain market data and leverage use of benchmarks across clients.
- Serve as a Subject Matter Expert on financial reporting.
- Leverage internal systems knowledge and utilization within the department and among clients.
- Keep informed of insurance industry developments and products available in the marketplace.
- Make a positive contribution to customer satisfaction and constantly strive to improve service to the customer.
- Participate in internal office meetings as required
- Other responsibilities as assigned
Qualifications:
- Bachelor’s degree in a business-related program or equivalent education and/or experience, with an emphasis in math, statistics, or finance required.
- Excellent customer service skills, with the ability to develop strong client relationships with multiple clients
- A working knowledge of welfare benefits with a basic understanding of risk and insurance concepts is preferred
- Excellent computer skills including word processing and spreadsheet expertise
- Excellent organizational and communication skills
- 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
