Financial Analyst Intern - June 2027

Lockton is an insurance brokerage and consulting company seeking a Financial Analyst Intern for a comprehensive 10-week summer program. The intern will support client service teams through benefits renewal analysis, RFPs, financial reporting, benchmarking, client presentations, and training in employee benefits consulting.

What you'll do:

• 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

What they're looking for:

• 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 December 2027 or May 2028
• 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)
• Strong customer service skills
• Multi-task oriented
• Excellent organizational and communication skills
• Ability to prioritize effectively
• Legal right to work in the United States
• Housing is not provided by Lockton; Securing housing is the responsibility of the Intern
• Successful completion of actuarial exams is a plus, but not required

Benefits:

• 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
• Training on employee benefits and the insurance industry, Lockton tools and resources, and a variety of essential consulting skills