Financial Analyst Intern - June 2027

Lockton

Posted 10 days ago

Internship

Chicago, Illinois

In Person

Smart Summary

Responsibilities

The intern will support the financial team by managing client books of business, preparing financial reports, and assisting with benefits renewal analysis. They will also participate in client meetings and contribute to various consulting projects throughout the 10-week program.

Qualifications

You are currently enrolled in college and have completed your junior year, with a planned graduation in December 2027 or May 2028. You possess strong analytical skills, demonstrated through your major in actuarial science, insurance, statistics, economics, or another analytical field, and have excellent computer proficiency, particularly with Excel and PowerPoint.

Must Have Skills for ATS

Excel

PowerPoint

Actuarial Science

Job Description

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


Essential Duties:

  • 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 
     


  • 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 
  • Successful completion of actuarial exams is a plus, but not required
  • 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. 
     

Lockton

What makes Lockton stand apart is also what makes us better: independence. Our private ownership empowers our nearly 15,000 Associates doing business in over 140+ countries to focus solely on clients' risk and insurance needs. With expertise that reaches around the globe, we deliver the deep understanding needed to accomplish remarkable results.
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