Financial Analyst

Company: Lockton Dunning Benefits
Location: Dallas
Posted on: May 16, 2022

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