Transaction Advisor - Due Diligence

Lockton • Full-time • Kansas City, MO, US • 4m ago

Your Responsibilities

Description:

Create and manage project files.
Assist with obtaining data and documents related to specific projects.
Organize, catalogue, and provide preliminary screening and review of data and documents received.
Interpret and summarize information received in spreadsheet format.
Analyze the information received from a financial, legal, and risk management perspective and provide input to the project manager and team.
Assist with the preparation of the due diligence document.
Participate in the presentation of the information in the due diligence document to the customer.
Assist with the marketing of the property and casualty coverages as required.
Facilitate tracking and reporting of project activities.

Qualifications

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.
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.
Advanced knowledge of general office and administrative procedures, such as file management, internet search, time and calendar management.
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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