Forensic Accountant (Claims Advisory)

Lockton Inc.

Claims Preparation and Analysis

• Assist senior colleagues in the preparation of insurance claims for property damage, business interruption, and other financial losses.
• Collect and organize financial, operational, and accounting data required for claim analysis.
• Support the development of financial models and loss calculations in line with policy coverage and industry practices.
• Help prepare claim documentation and working papers for submission to insurers and loss adjusters.

Client and Stakeholder Engagement

• Support senior team members in meetings and discussions with clients, brokers, insurers, and loss adjusters.
• Help prepare presentation materials and summaries for client and stakeholder communications.
• Ensure clear documentation of client inputs, queries, and data received during the claim process.

Technical and Advisory Support

• Assist in reviewing policy wordings and identifying relevant coverage sections under supervision.
• Conduct preliminary financial and operational analysis to support the quantification of loss.
• Contribute to identifying key drivers of loss, mitigation measures, and areas requiring clarification.

Reporting and Documentation

• Prepare supporting schedules, reconciliations, and analysis for inclusion in claim reports.
• Maintain organized working papers, ensuring traceability of data and calculations.
• Follow internal quality control and documentation standards.

Internal Development and Collaboration

• Contribute to internal knowledge sharing, templates, and best practice initiatives.
• Participate in internal training programs and learning opportunities to develop technical and insurance knowledge.
• Collaborate closely with team members to ensure efficient workflow and timely delivery of assignments.