Employee Benefits Project Manager

Location: DC - Washington
Department: Mergers & Acquisitions


For nine consecutive years, Business Insurance magazine has recognized Lockton as a "Best Place to Work in Insurance." To see the latest insights from Lockton's experts, check Lockton Market Update

Benefits of working at Lockton include:

  • Opportunities for growth and advancement, including paid training and professional development

  • 12-week paid parental leave

  • A huge emphasis on community involvement –Associates are encouraged to support and volunteer for their favorite charities

  • Frequent athletic and wellness events

  • Social and teambuilding opportunities like happy hours and other celebrations

  • Incredibly generous rewards; US Associates receive a Rolex for their 10 year anniversary!

Lockton Companies, LLC is an equal opportunity employer. As a privately held company, we offer a competitive compensation and benefits package reflecting our commitment to attracting and retaining great individuals. This includes health and dental coverage, which begins on your first day of work, 401(k) with match and immediate vesting, a competitive vacation plan and

The Private Equity and Corporate Acquisitions Practice (PECAP) provides consultative property & casualty insurance and employee benefits due diligence services to the private equity community and Lockton’s existing client base. This team of experienced professionals provides a comprehensive assessment of the financial impact of insurance and employee benefits on a potential acquisition from both a purchase price and ongoing operational perspective. As an Employee Benefits Project Manager, you will analyze and evaluate data gathered from the target corporation to assess potential deal issues and cost impacts to your client, the buyer. You will have co-ownership, with your property & casualty insurance counterpart, of a written report summarizing your findings, identifying risks, and providing recommendations and opportunities for the post-transaction entity related to their employee benefit plans.


  • Minimum eight years experience in the employee benefits industry, which has provided a comprehensive understanding of both health & welfare and retirement plans.

  • M&A experience desired, but not essential.

  • Bachelor’s degree in relevant business discipline.


  • Ability to manage multiple projects to successful completion simultaneously.

  • Organizational and time management skills to prioritize workloads and meet time-sensitive deadlines.

  • Working knowledge of the private equity industry and the application of employee benefits due diligence.

  • Understanding of various health & welfare plan funding mechanisms

  • Solid understanding of financial statements in relation to employee benefits concepts.

  • Strong communication and presentation skills – both written and oral – including the ability to lead conference calls with C-suite professionals and draft comprehensible and grammatically correct written reports.

  • Demonstrated interpersonal skills and ability to interact with Associates at all levels of responsibility, both within the department and across the company.

  • Working knowledge of general office and administrative procedures, such as file management, internet search, time and calendar management.

  • Proficiency with Word, Excel, and PowerPoint.


  • Flexibility to travel, as needed. Anticipated travel is less than 10 percent per year.

  • Ability to successfully adapt in a dynamic, changing, fast-paced environment.

  • Willingness and ability to expand knowledge and effectiveness in employee benefits through classes, workshops, and pursuit of professional designations.

  • Demonstration of the Lockton culture consistent with the organization’s mission statement and philosophies.

Lockton is a global professional services firm with 6,500 Associates who advise clients on protecting their people, property and reputations. Lockton has grown to become the world’s largest privately held, independent insurance broker by helping clients achieve their business objectives. From its founding in 1966 in Kansas City, Missouri, Lockton has attracted entrepreneurial professionals who have driven its growth to become the largest privately held, independent insurance broker in the world and 9th largest overall. For eight consecutive years, Business Insurance magazine has recognized Lockton as a "Best Place to Work in Insurance." To see the latest insights from Lockton's experts, check Lockton Market Update.

Lockton is known throughout the insurance industry as an entrepreneurial, progressive and successful insurance broker. As a result of continued individual and group accomplishments, Lockton has a record of steady and substantial growth. If you are a committed professional with a passion for delivering unparalleled service, Lockton is interested in hearing from you.

**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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