Financial Analyst Intern

Chicago, Illinois, United States of America

Learn more about the general tasks related to this opportunity below, as well as required skills.

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.

Business unit

Midwest Series

Schedule

Full-time

Job type

Standard

Workplace

Hybrid

Your Responsibilities

Lockton is looking for summer Interns to join our Financial team.

During our comprehensive 10-week program, Financial Analyst Interns will be embedded in teams, supporting the delivery of service and solutions for our clients.

Working alongside our Associates allows Interns to experience our caring, diverse culture, develop business acumen, and grow their technical and soft skills.

Interns will receive training on employee benefits and the insurance industry, Lockton tools and resources, and a variety of essential consulting skills.

Rewards of being a Financial Analyst Intern at Lockton :

• Exposure to a career path that offers tremendous growth opportunity
• Multiple one-on-one coaching sessions
• Networking opportunities with clients, teams, and carrier partners
• Partnership with a summer mentor to manage daily workload
• Opportunity to give back to local communities through volunteer events
• Support team with an active book of business for a wide variety of clients
• Present to a client at a minimum of one meeting
• Participate in comprehensive training program to learn the fundamentals of employee benefits consulting
• Assist with various projects such as benefits renewal analysis and requests for proposals (RFPs)
• Support monthly client financial reporting and benchmarking exhibits that compare a client's benefit offering against normative data
• Become familiar with contracts, communications materials, and company cost sharing strategies

Qualifications

• Status as a currently enrolled student
• Student must have completed Junior Year Studies (Internship to be completed the summer prior to entering Senior Fall Semester) and are planning on graduating in fall 2025 or spring 2026
• Major in actuarial science preferred, but open to majors in insurance, statistics, economics, business, or other analytical field of study
• Excellent computer skills, including word processing and spreadsheet expertise. Familiarity with PowerPoint and Excel preferred
• Ability to complete simple mathematical calculations (addition, subtraction, multiplication, and division)
• Multi-task oriented
• Excellent organizational and communication skills
• Ability to prioritize effectively
• Legal right to work in the United States

Note : Housing is not provided by Lockton; securing housing is the responsibility of the Intern.

Equal Opportunity Statement

Lockton Companies is proud to provide everyone an equal 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 learns from, celebrates and thrives because of our breadth 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 10,000+ Associates doing business in over 100 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.

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