About this opportunity
Lockton Companies lists this Senior Financial Consultant opportunity in boston, Massachusetts. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Boston, Massachusetts, United States of America
At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.
Secondary locations
Philadelphia, New York City, Hartford, Washington DC
About Lockton Northeast:
For the Northeast Series, you’ll find our people in the metropolitan areas spanning Washington DC, Philadelphia, New York City, Hartford, Norwalk, Boston, and Portland ME. With our unmatched work ethic, and an ability to go above and beyond to make a difference for our clients, the Northeast continues to experience double-digit (organic!) growth.
We offer a flexible & hybrid work environment that allows our Associates to split their time between in-person and remote.
Position Objective:
The Northeast Series of Lockton Companies is currently seeking a Senior Financial Consultant to handle a diverse range of analytical responsibilities in support of producers, consultants and client teams associated with all Health & Welfare product offerings. They will lead and mentor other associates in development of their financial acumen and support the continued growth of the Series regarding tools and behaviors associated with financial analytics.
Lead complex analytics processes working with Lockton producers related to new business development for the series
Lead financial workstreams and serve as the primary financial strategist on assigned client teams, maintaining final ownership of financial deliverables and recommendations
Lead financial analyses and presentations for prospect opportunities and finalist meetings, serving as the primary financial representative when appropriate
Translate complex financial analyses into actionable recommendations that support client decision-making and long-term strategy
Review claims experience reports to ensure accuracy and consistency for client presentation
Develop and peer review claims projections using various sources of information for client presentation
Complete peer review and present complex financial projects
Model various plan designs and value plan changes
Collaborate with specialty practices and core service team members to develop integrated solutions that support client objectives
Communicate complex financial concepts effectively to non-financial audiences and senior client stakeholders
Review renewals, prepare renewal and budget reports, and assist in renewal negotiations
Develop comprehensive health insurance underwriting knowledge including strategic approaches to health care cost management
Monitor emerging industry trends, market dynamics, and client performance indicators to support strategic recommendations and internal knowledge sharing
Independently attend meetings with client to present projection/renewal results, as needed, function as financial leader for complex client relationships
Act as a Facilitator between teams to create consistencies amongst the various reports and processes being monitored
Provide coaching, feedback, and career development support to Financial Analysts and Senior Financial Analysts on client teams
Provide and facilitate associate training on all components of financials
Assist teams with financial analytics related to emerging and changing regulatory issues
Assist with analysis related to M&A activities including financial due diligence, harmonization, and proforma budget development for both existing clients and prospects
Perform special projects as necessary
General Responsibilities:
Make a positive contribution to customer satisfaction and constantly strive to improve service to the customer
Communicate in a positive manner to contribute to a cohesive, pleasant work environment
Protect the confidentiality of information learned by performing the duties of the position
Comply with Lockton procedures and policies
Attend and present at company, department, and staff meetings as required
Attend position related seminars/classes as requiredPerform other work-related duties as assigned
Qualifications
Bachelor’s degree in a business-related program with a preference for degrees in math, statistics, or finance PLUS a minimum of 8 years of experience in the health insurance consulting, underwriting or employee benefits arena
Must have the ability to compile, analyze, present, and interpret financial and statistical information to facilitate decision making
High skill in using computer application software for financial modeling, statistical analysis, and spreadsheet calculations required
Organizational and time management skills to prioritize workloads to meet time sensitive deadlines required. Must be results-oriented, with the ability to change priorities as needed
Must have above-average verbal, written, and interpersonal skills to interact with Associates at all levels of responsibility, and with Lockton clients and prospects, with tact and diplomacy
Willingness and ability to expand knowledge and effectiveness in the benefits industry by successful completion of benefits-related courses required
Must have the ability to work independently and supervise/guide others
Must have the ability to coordinate workflow for an office related to financial analytics
Ability to travel
Must be legally authorized to work in the United States and not require sponsorship, now or in the future
Benefits
Lockton is committed to advancing diversity and inclusion. We have a dynamic entrepreneurial culture in which our people are empowered to make a difference to better serve client needs. We are committed to giving back to our communities and we are invested in your success.
We offer acompetitivetotal rewards package, continuing education & training, and tremendous potential with agrowingorganization.
Equal Opportunity Statement
Lockton Companies is proud to provide everyone anequal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.
At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learnsfrom, celebrates and thrives because of ourbreadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.
About Lockton
Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what’s right every day.
At Lockton, we believe in the power of all people. You belong at Lockton.
How We Will Support You
At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.
We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.
Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.
#J-18808-Ljbffr
Worksite address
boston, MA, 02298, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.