Transaction Coordinator - Lockton : Job Details

Transaction Coordinator

Lockton

Job Location : Charlotte,NC, USA

Posted on : 2025-09-25T06:45:21Z

Job Description :
Job Summary: Description:
  • Responsible for managing the property & casualty insurance due diligence process for our private equity and corporate clients, including:
  • Creating and managing project files.
  • Requesting, gathering and organizing applicable documentation;
  • Reviewing and analyzing applicable documentation;
  • Soliciting subject matter expertise, where necessary, from internal Lockton resources; and liaising with Lockton service teams and the client on the transition of new business to Lockton.
  • Drafting a written analysis of the property & casualty insurance plans in place and how they will be impacted by the contemplated transaction. Findings to include a financial analysis, coverage analysis and identification of program deficiencies and transition issues.
  • Responsible for delivering and communicating our written findings to the client.
Requirements: 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. Relevant advanced degree (MBA or J.D.) preferred.
  • 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.
  • 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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