Financial Analyst, Market Management - IAS

Lockton•Dallas, TX

About The Position

Lockton is currently seeking a Financial Analyst to join our Market Management Practice. 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.

Requirements

Bachelor’s Degree in a business-related field.
Minimum 2 to 5 years’ experience in the industry.
Exceptional organizational skills and attention to detail.
Strong communication and writing skills.
Strong data visualization skills.
Analytical mindset with experience in financial modeling and PowerBI.
Ability to manage multiple stakeholders and drive alignment across functions.
Proven critical thinking and problem-solving skills, and project management oversight.

Responsibilities

Contribute to the development of Market Management processes, templates, and reporting frameworks.
Participate in recurring carrier meetings to advance Market Management initiatives.
Support the design and maintain processes for tracking, organizing, analyzing, and reporting on client actions and carrier escalations.
Monitor follow-up items, commitments, and performance metrics resulting from internal and carrier meetings.
Assist in compiling, maintaining, negotiating changes to, and reconciling supplemental compensation agreements across national carriers.
Support contract renegotiations by conducting pre-deal analyses to estimate the anticipated financial impact of proposed contractual modifications (e.g., new business definitions, persistency, etc).
Develop and enhance financial forecasting models for national agreements and fiscal year-end planning / budgeting.
Proactively review contract terms, financial calculations, persistency metrics, and year-over-year performance to identify opportunities for renegotiation improvements.
Assist in establishing and managing carrier sponsorship processes and related activities.
Track carrier sponsorship commitments, deliverables, and ROI to ensure alignment with Market Management objectives.
Provide administrative support for Advisory Board processes, including board inventory management, nominations, participant tracking, Series engagement, and survey follow-up.
Prepare financial insights, contract summaries, competitive intelligence, and talking points for Executive Carrier Meetings.
Coordinate the collection of feedback, insights, and trends from carrier board meetings and synthesize findings for leadership reporting.
Develop and refine executive stewardship materials, reports and scorecards.
Support the preparation of meeting materials and attendees for key external carrier events (e.g., Executive carrier meetings, EBLF, SIIA).
Build and maintain strong relationships with carriers, Series leaders, COEs, and internal Associates and Producers.
Collaborate with and support COE national summits.
Partner with Lockton marketing to develop and maintain the Knowledge Center page.
Create case migration strategies, including tracking and reporting across COEs for Series discussions, encompassing revenue impact quantification and strategic decision-making.