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Working at Lockton
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.
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Philadelphia, New York City, Hartford, Washington DC
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Business unit
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Northeast Series
Salary
$120,000-$140,000
Schedule
Full-time
Lockton Benefits Offerings
Click Here
Workplace
Hybrid
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Your Responsibilities
About Lockton Northeast:
For the Northeast Series, you’ll find our people in the metropolitan areas spanning Washington DC, Philadelphia, New York City, Hartford, Norwalk, Boston, and Portland ME. With our unmatched work ethic, and an ability to go above and beyond to make a difference for our clients, the Northeast continues to experience double-digit (organic!) growth.
We offer a flexible & hybrid work environment that allows our Associates to split their time between in-person and remote.
Position Objective:
The Northeast Series of Lockton Companies is currently seeking a Senior Financial Consultant to handle a diverse range of analytical responsibilities in support of producers, consultants and client teams associated with all Health & Welfare product offerings. They will lead and mentor other associates in development of their financial acumen and support the continued growth of the Series regarding tools and behaviors associated with financial analytics.
Essential Duties:
Lead complex analytics processes working with Lockton producers related to new business development for the series
Lead financial workstreams and serve as the primary financial strategist on assigned client teams, maintaining final ownership of financial deliverables and recommendations
Lead financial analyses and presentations for prospect opportunities and finalist meetings, serving as the primary financial representative when appropriate
Translate complex financial analyses into actionable recommendations that support client decision-making and long-term strategy
Review claims experience reports to ensure accuracy and consistency for client presentation
Develop and peer review claims projections using various sources of information for client presentation
Complete peer review and present complex financial projects
Model various plan designs and value plan changes
Collaborate with specialty practices and core service team members to develop integrated solutions that support client objectives
Communicate complex financial concepts effectively to non-financial audiences and senior client stakeholders
Review renewals, prepare renewal and budget reports, and assist in renewal negotiations
Develop comprehensive health insurance underwriting knowledge including strategic approaches to health care cost management
Monitor emerging industry trends, market dynamics, and client performance indicators to support strategic recommendations and internal knowledge sharing
Independently attend meetings with client to present projection/renewal results, as needed, function as financial leader for complex client relationships
Act as a Facilitator between teams to create consistencies amongst the various reports and processes being monitored
Provide coaching, feedback, and career development support to Financial Analysts and Senior Financial Analysts on client teams
Provide and facilitate associate training on all components of financials
Assist teams with financial analytics related to emerging and changing regulatory issues
Assist with analysis related to M&A activities including financial due diligence, harmonization, and proforma budget development for both existing clients and prospects
Perform special projects as necessary
General Responsibilities:
Make a positive contribution to customer satisfaction and constantly strive to improve service to the customer
Communicate in a positive manner to contribute to a cohesive, pleasant work environment
Protect the confidentiality of information learned by performing the duties of the position
Comply with Lockton procedures and policies
Attend and present at company, department, and staff meetings as required
Attend position related seminars/classes as required
Perform other work-related duties as assigned
Qualifications
Bachelor’s degree in a business-related program with a preference for degrees in math, statistics, or finance PLUS a minimum of 8 years of experience in the health insurance consulting, underwriting or employee benefits arena
Must have the ability to compile, analyze, present, and interpret financial and statistical information to facilitate decision making
High skill in using computer application software for financial modeling, statistical analysis, and spreadsheet calculations required
Organizational and time management skills to prioritize workloads to meet time sensitive deadlines required. Must be results-oriented, with the ability to change priorities as needed
Must have above-average verbal, written, and interpersonal skills to interact with Associates at all levels of responsibility, and with Lockton clients and prospects, with tact and diplomacy
Willingness and ability to expand knowledge and effectiveness in the benefits industry by successful completion of benefits-related courses required
Must have the ability to work independently and supervise/guide others
Must have the ability to coordinate workflow for an office related to financial analytics
Ability to travel
Must be legally authorized to work in the United States and not require sponsorship, now or in the future
Benefits
Lockton is committed to advancing diversity and inclusion. We have a dynamic entrepreneurial culture in which our people are empowered to make a difference to better serve client needs. We are committed to giving back to our communities and we are invested in your success.
We offer a competitive total rewards package, continuing education & training, and tremendous potential with a growing organization.
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.
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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.
No Agencies Please
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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Life at Lockton
July 17, 2026
Lockton Recognized b...
Lockton is proud to be recognized by Seramount with two 2026 honors: Seramount’s 100 Best Companies list (second consecutive year) Leading Company in Seramount’s Talent & Inclusion Index (first-time honor) Together, these recognitions reflect Lockton’s continued commitment to supporting Associates through family-friendly benefits, workplace flexibility, career advancement opportunities, and practices that help people thrive. “Our people are our greatest asset,” said Stephanie Robinson, Lockton’s Chief Diversity Officer. “We’re intentional about creating an inclusive, forward-thinking environment where Associates can grow professionally, contribute meaningfully, and enjoy treasured time with their families.” Comprehensive Support for Growing Families We are committed to supporting Associates as they grow their families – no matter how. We offer generous paid parental leave for birth, adoption, or surrogacy, along with adoption reimbursement. We also partner with a leading family health platform that provides 24/7 virtual care, fertility support, and personalized guidance to help Associates navigate every stage of their family journey. Helping Parents Return to Work with Confidence We support new parents with benefits that ease the transition back to work. Nursing mothers who travel have access to breast milk shipping services, and all Associates can access caregiver resources and work with their managers to create flexible schedules that support both personal and professional goals. Supporting Parents as They Grow Their Careers We believe parenthood should never be a barrier to professional growth. That’s why we offer continued support for parents returning to the workplace. Our Families@Work Associate Resource Group provides a strong community, helpful resources, and peer support to help parents navigate work-life balance. We also offer mentorship opportunities to ensure parents feel empowered in their careers and supported in their development. Lockton is proud to be recognized among organizations setting the standard for inclusive, supportive, and family-friendly workplaces. If you're seeking a company that values balance, flexibility, career growth, and personal development, Lockton could be the right fit for you.
March 10, 2026
Celebrating Our 2026...
Our continued commitment to young professionals has once again earned us the 2026 Handshake Early Talent Award. This award recognizes our best‑in‑class recruiting strategies, authentic engagement, and dedication to early‑career talent. We are honored to be named one of the top organizations in the insurance industry. At Lockton, we support, recognize, and believe in the next generation of talent — and we’re committed to developing young professionals who will shape the future of our industry. Create your own path We want you to build a career that’s truly your own. That’s why we offer strong talent development programs, support for certifications and designations, and growth opportunities that help you pursue a career aligned with your purpose and potential. A benefits package designed around you No matter where you are in your career, we offer benefits that support your financial, personal, and professional wellbeing, including a wellness program, mental health resources, a generous 401(k) match, and even pet insurance. Make an impact At Lockton, we take pride in our culture and our commitment to giving back. Our Associate Resource Groups help Associates connect, lead, and celebrate diverse perspectives while driving meaningful change. We also encourage Associates to support the causes that matter most to them through volunteering, donations, and community engagement. As a global company with strong local relationships, Lockton creates space for real‑world, client‑facing experiences. When you start your career here, we help you build a foundation that lasts. Explore your next step: connect with Lockton on Handshake and explore our website.
February 3, 2026
Making an impact: An...
Fundación Cuenta Conmigo is a nonprofit foundation created to support low-income families with a family member suffering from cancer in the Chilean public health system. Specifically, the foundation assists families navigating the process of their child’s cancer treatment. This includes covering expenses and helping address needs that are not supported by the State or other non-governmental institutions. This organization is near and dear to Ana Wainer’s heart. Her son, Dante’s, close friend, Vicente, was diagnosed with pre-leukemia at age 9. After long and exhausting treatment, he underwent a bone marrow transplant. Unfortunately, it was not successful. Vicente later relapsed with Acute Myeloid Leukemia, "a diagnosis that profoundly changed the lives of his family and of all of us who knew him and accompanied them throughout the process,” Ana says. At age 11, after a long and courageous battle, Vincente passed away. “Despite the deep sorrow, Vicente left us invaluable life lessons and opened our eyes to a reality that often remains invisible to much of society,” Ana says. Shortly after his passing in March 2019, Vicente’s parents founded Fundación Cuenta Conmigo in 2020. Ana was a co-founder of the foundation and served as a volunteer member on the board of directors for three years. Through her role at Lockton, she coordinated activities between Lockton and the foundation as part of their Christmas initiatives since 2022. “From the moment I introduced the foundation at Lockton, the company was very open to collaborating and the response was overwhelmingly positive,” Ana says. “When I invited my colleagues to participate as volunteers, everyone showed a genuine interest in helping in any way needed.” Ana’s love and dedication towards this foundation have been recognized by Lockton, earning her the Lockton Cares Community Impact Award for the Latin America region. This award celebrates Lockton Associates across the globe who go above and beyond to improve their communities through volunteering and philanthropy. Each recipient can direct a $25,000 donation to a charity of their choice, funded directly by the Lockton family. “As first I was genuinely surprised to hear my name, followed by a deep sense of emotion, pride, and gratitude,” Ana explains. The award funds were used to purchase a brand-new utility vehicle, which is now used to distribute the various donations the foundation receives and delivers to families undergoing treatment in public hospitals. Donations include food, Christmas gifts, medical supplies, orthopedic equipment, and other essential items as needs arise. Ana had to step down from her role on the board of directors, but this award represents the support she wished she could have continued providing. “I feel like it is a kind of legacy that Lockton helped me leave for the foundation, for Vicente, and for his family,” she says. As she becomes more familiar with Lockton culture, Ana says it was a pleasant surprise to see that the importance of culture is not something just written on paper, but something truly reflected in the company’s commitment to charitable causes around the world. “Lockton genuinely cares,” Ana says. It’s no secret how much this foundation means to Ana, and she will continue contributing and encourage more people show support in any way they can. Fundación Cuenta Conmiga gave Ana an opportunity to discover an unfamiliar world—one that anyone could find themselves in one day. “It taught me to value what I have,” she says. “To be more empathetic toward those going through difficult times."
January 21, 2026
Lockton recognized b...
Lockton is proud to be named one of Glassdoor’s 2026 Employees’ Choice Award winners, earning a Top 10 spot on the inaugural Consulting, Finance & Insurance list and securing a place on the U.S. Large Best Places to Work list for the second year in a row. These awards come directly from the people who know us best: our Associates. Glassdoor, a global leader in workplace insights, bases its rankings solely on anonymous, voluntary employee feedback. There is no company-driven nomination or application process, just real reviews from current and former Associates over the past year. “This recognition from Glassdoor is especially meaningful because it reflects the experiences and voices of our own people,” said Martyn Worsley, Lockton’s Chief People Officer. “At Lockton, we’ve created an environment where people are trusted, supported, and encouraged to grow - both professionally and personally. Our Associates shape our culture every day, and this recognition is a powerful reflection of the care, opportunity, and ownership mindset they experience here. We’re building something special at Lockton, and recognition like this reinforces that we’re on the right path.” From career growth to meaningful work to the freedom to be yourself, our Associates continue to shape a culture that stands out. Here’s what some Associates are saying about Lockton on Glassdoor: Excellence is at the core of their educational programs, client facing strategies and culture. It is the Mercedes Benz of global brokerage firms, and anyone fortunate enough to work with a great unit leader gains invaluable experience. Benefits, wellness program, and 401k match are competitive. Over 50 years of building a brand, a culture and a community. Well done, Lockton. -Kansas City, MO Associate Lockton is a great place to work! Family oriented, flexible schedule and great work life balance in my role. -Dallas, TX Associate Strong emphasis on employee well-being and work-life balance. Supportive team environment with approachable leadership. Beautiful office spaces and thoughtful amenities. Great benefits, including generous PTO and health coverage. Opportunity to take on diverse responsibilities and develop new skills. –Miami, FL Associate Great company with great people! Always feel empowered/supported and management consistently looking to give employees opportunity to move up. -Nashville, TN Associate When Lockton says it cares about their employees, they mean it, and they show it. Lots of pros for us to take advantage of. Management is incredible. My managers are always present, available, and attentive at all times. I feel heard, seen and appreciated. This is the best company I have ever worked for. -Hartford, CT Associate
