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:
• Assist and help coordinate the marketing placement and/or renewal of current Client business from origination to completion; assist Unit Leader in 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.
This document outlines the key responsibilities and expectations of the Contract Surety Financial Analyst position within Locktons Surety Operations group.