Contract Surety Financial Analyst
Lockton Companies, Kansas City, Missouri, United States, 64101
Overview
Kansas City, Missouri, 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. The Lockton Surety Operations group has supported Lockton’s growing Property & Casualty and People Solutions Clients since the company’s Founding in 1966. Surety bonds are required for almost all of Lockton’s Clients to operate and grow their business, and especially critical for our Construction and Engineering Clients. The Contract Surety Financial Analyst position provides the opportunity to learn this specialized line of business in support of the broad Contract Surety team, while engaging with several of Lockton’s other service divisions and Production teams across the broader Midwest and beyond. As a Contract Surety Financial Analyst, your role would include the following, under the guidance of a Surety Director or equivalent: Responsibilities
Assist and help coordinate the marketing placement and/or renewal of current Client business from origination to completion; assist Unit Leader is developing and cross-selling of new business. Analyze financial statements with an emphasis on how surety underwriters view credit quality. Build and maintain effective relationships with Clients and surety carriers to facilitate positive Client outcomes. Conduct analyses on Clients’ financial stability, credit arrangements, business plans, and economic outlook and build business case for marketplace support. Prepare and help present professional presentations, both oral and written, for all levels of Client contact. Respond in a timely manner to the requests and needs of Clients and Prospective Clients as well as Lockton Producers and Unit Leaders and Associates from other Lockton departments. Participate in the solicitation process for new surety Clients with Lockton producers as a surety resource. Attend industry events, educational workshops, internal staff meetings, and Client events—including some that will fall outside of normal business hours, and may involve regional travel. Work with other Associates from the Surety team to maintain Client relationships and to develop new marketing methods, channels, and tools. Qualifications
Bachelor’s degree in a business-related field (accounting, finance, business administration, economics) or equivalent combination of education and relevant work experience; graduate degree or MBA is a plus, but not required. Advanced proficiency with Microsoft products including Excel, Word, PowerPoint, Outlook, and TEAMs. Familiarity and comfort with utilizing AI for information gathering and research support. Ability to efficiently organize work and manage time to meet deadlines. Strong analytical and problem-solving skills. Ability to understand and analyze financial statements. Demonstrated interpersonal communication skills and ability to interact with Associates at all levels of Lockton. Desire to develop brokering skills to influence underwriting outcomes through professional, tactful negotiations. Ability and willingness to travel long distances via automobile and aircraft for meetings and events. Ability to obtain insurance producer’s license and 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 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. 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.
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Kansas City, Missouri, 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. The Lockton Surety Operations group has supported Lockton’s growing Property & Casualty and People Solutions Clients since the company’s Founding in 1966. Surety bonds are required for almost all of Lockton’s Clients to operate and grow their business, and especially critical for our Construction and Engineering Clients. The Contract Surety Financial Analyst position provides the opportunity to learn this specialized line of business in support of the broad Contract Surety team, while engaging with several of Lockton’s other service divisions and Production teams across the broader Midwest and beyond. As a Contract Surety Financial Analyst, your role would include the following, under the guidance of a Surety Director or equivalent: Responsibilities
Assist and help coordinate the marketing placement and/or renewal of current Client business from origination to completion; assist Unit Leader is developing and cross-selling of new business. Analyze financial statements with an emphasis on how surety underwriters view credit quality. Build and maintain effective relationships with Clients and surety carriers to facilitate positive Client outcomes. Conduct analyses on Clients’ financial stability, credit arrangements, business plans, and economic outlook and build business case for marketplace support. Prepare and help present professional presentations, both oral and written, for all levels of Client contact. Respond in a timely manner to the requests and needs of Clients and Prospective Clients as well as Lockton Producers and Unit Leaders and Associates from other Lockton departments. Participate in the solicitation process for new surety Clients with Lockton producers as a surety resource. Attend industry events, educational workshops, internal staff meetings, and Client events—including some that will fall outside of normal business hours, and may involve regional travel. Work with other Associates from the Surety team to maintain Client relationships and to develop new marketing methods, channels, and tools. Qualifications
Bachelor’s degree in a business-related field (accounting, finance, business administration, economics) or equivalent combination of education and relevant work experience; graduate degree or MBA is a plus, but not required. Advanced proficiency with Microsoft products including Excel, Word, PowerPoint, Outlook, and TEAMs. Familiarity and comfort with utilizing AI for information gathering and research support. Ability to efficiently organize work and manage time to meet deadlines. Strong analytical and problem-solving skills. Ability to understand and analyze financial statements. Demonstrated interpersonal communication skills and ability to interact with Associates at all levels of Lockton. Desire to develop brokering skills to influence underwriting outcomes through professional, tactful negotiations. Ability and willingness to travel long distances via automobile and aircraft for meetings and events. Ability to obtain insurance producer’s license and 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 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. 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.
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