Financial Analyst
Company: Lockton Dunning Benefits
Location: Dallas
Posted on: May 16, 2022
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Job Description:
Lockton is a global professional services firm with more than
8,000 Associates who advise clients on protecting their people,
property and reputations. Lockton has grown to become the world's
largest privately held, independent insurance broker by helping
clients achieve their business objectives. Check out the latest
insights from Lockton's experts.A Few Reasons Associates Love
Working At Lockton IncludeOpportunities for growth and advancement,
including paid training and professional development.12-week paid
parental leave.An emphasis on community involvement and giving
back.Frequent athletic and wellness events.Incredibly generous
rewards; US Associates receive a Rolex for their 10-year
anniversary!We are uncommonly and perpetually independent.Lockton
Dunning Benefits is currently seeking a Financial Analyst to assist
in the actuarial practice activities to provide quality services
and financial acumen to clients and client teams. The ideal
candidate will demonstrate a high level of professionalism; possess
the ability to work well in a fast-paced environment and the
flexibility to easily adapt to changing priorities.Work
collaboratively with client service teams to collect and review
data for accuracy.Integrate data from multiple data sources into
relevant client reports.Calculate loss projections and set funding
rates for self-funded clients.Collaborate with Team Leads and
actuaries to develop and track project deadlines.Use basic and
complex models to analyze, illustrate, or project loss trends,
complete feasibility studies, financial models, and pricing
modelsCreate new financial reporting templates; update existing
templates to improve standard models used in analysis.Evaluate
benefits utilization and claims data to assist clients in
developing cost management and health risk management
strategies.Create basic and complex models to analyze, illustrate,
and project loss trends.Assist account service Team Leads with
review of fully insured quotes.Prepare spreadsheets, graphs, and
other illustrative tools for presentations and reports.Use
financial modeler to predict the impact of health reform on client
plans.Become adept at using Lockton benchmarking online tools, i.e.
BenefitPoint, and in finding and using external surveys.Prepare
custom reports and analysis for specific client needs.Serve as a
Subject Matter Expert on financial reporting.Communicate in a
positive manner to contribute to a cohesive, pleasant work
environment.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.RequirementsBachelor'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 clientsA working
knowledge of welfare benefits with a basic understanding of risk
and insurance concepts is preferredExcellent computer skills
including word processing and spreadsheet expertiseExcellent
organizational and communication skillsLegal right to work in the
United StatesAdditional InformationLockton Companies LLC is proud
to provide everyone an equal opportunity to grow and advance. We
strive to cultivate an environment that learns from, celebrates,
and thrives because of our breadth of differences. We are committed
to fostering a culture where every member of the Lockton family
feels valued and accepted as they are and safe to bring their
authentic selves to work every single day. At the end of the day,
our mission is to ensure that our family can be anyone's
family.
Keywords: Lockton Dunning Benefits, Dallas , Financial Analyst, Accounting, Auditing , Dallas, Texas
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