Lockton Companies Business Intelligence Interview Questions + Guide in 2025

Lockton Companies is the largest privately held independent insurance brokerage in the world, dedicated to empowering its associates to deliver exceptional service and innovative solutions for its clients.

As a Business Intelligence Analyst at Lockton, you will play a crucial role in transforming data into actionable insights that drive decision-making within the organization. You will be responsible for developing an intimate understanding of Lockton's Property and Casualty (P&C) business data, collaborating with business leaders to identify reporting needs, and creating interactive dashboards that present complex information in an accessible manner. Key responsibilities include building and enhancing reports, addressing data quality issues, and communicating findings to both technical and non-technical audiences. A strong foundation in SQL and data analytics, along with excellent communication and problem-solving skills, will set you apart as a candidate. Your ability to work effectively in multi-functional teams and manage individual projects independently will also be highly valued.

This guide will help you prepare for your interview by equipping you with insights into the skills and experiences that Lockton seeks in a Business Intelligence Analyst, ensuring you can effectively demonstrate your fit for the role.

The interview process for the Business Intelligence role at Lockton Companies is structured to assess both technical skills and cultural fit within the organization. It typically consists of several stages, each designed to evaluate different aspects of a candidate's qualifications and compatibility with Lockton's values.

1. Initial Screening

The process begins with an initial screening, which is often conducted via a phone call with a recruiter. This conversation usually lasts around 20 to 30 minutes and focuses on your background, motivations for applying, and understanding of the company. Expect to answer behavioral questions that gauge your fit for Lockton's culture, as well as your interest in the insurance industry.

2. Technical Assessment

Following the initial screening, candidates may be required to complete a technical assessment. This could involve an online test that evaluates your proficiency in SQL, data analysis, and possibly other relevant skills such as Excel or Power BI. The assessment is designed to ensure that you possess the necessary technical capabilities for the role.

3. One-on-One Interviews

Successful candidates will then move on to one or more one-on-one interviews. These interviews typically involve discussions with team members or supervisors and can vary in format. Some candidates have reported a more conversational style, while others experienced a panel format with multiple interviewers. Expect to discuss your previous experiences, particularly those related to data analysis and reporting, and how you approach problem-solving in a collaborative environment.

4. Behavioral and Situational Questions

During the one-on-one interviews, you will likely encounter behavioral and situational questions that require you to provide specific examples from your past work experiences. The STAR (Situation, Task, Action, Result) method is often recommended for structuring your responses. Questions may focus on how you handle difficult situations, manage time, and work with diverse teams.

5. Final Interview

In some cases, a final interview may be conducted, which could involve meeting with higher-level management or additional team members. This stage is an opportunity for both you and the interviewers to delve deeper into your fit for the role and the organization. You may be asked to present your insights on data-related challenges or discuss how you would approach specific projects.

6. Offer and Onboarding

If you successfully navigate the interview process, you will receive an offer. The onboarding process at Lockton is designed to help new hires acclimate to the company culture and understand their roles within the team.

As you prepare for your interviews, be ready to discuss your relevant experiences and how they align with the responsibilities of the Business Intelligence role at Lockton.

Here are some tips to help you excel in your interview.

Embrace the Conversational Style

Interviews at Lockton tend to be more conversational rather than strictly formal. Approach your interview as a dialogue rather than a Q&A session. This will not only help you feel more comfortable but also allow you to showcase your personality and communication skills. Be prepared to elaborate on your experiences and insights, as interviewers may ask you to expand on your answers.

Prepare for Behavioral Questions

Expect to encounter behavioral questions that assess your problem-solving abilities and interpersonal skills. Use the STAR (Situation, Task, Action, Result) method to structure your responses. For instance, when discussing a time you dealt with a difficult colleague, clearly outline the situation, your role, the actions you took, and the outcome. This structured approach will help you convey your experiences effectively.

Showcase Your Technical Proficiency

Given the emphasis on SQL and data analytics in the role, ensure you are well-versed in these areas. Be prepared to discuss your experience with SQL, including specific projects where you utilized it to derive insights or solve problems. Familiarize yourself with data visualization tools like Power BI, as you may be asked to explain how you have used them to create reports or dashboards.

Understand the Company Culture

Lockton values a caring and inclusive culture. Demonstrating your alignment with these values can set you apart. Be ready to discuss how you contribute to a positive team environment and how you prioritize client service. Highlight any experiences where you have actively listened to clients or colleagues to understand their needs better.

Ask Insightful Questions

Prepare thoughtful questions that reflect your interest in the role and the company. Inquire about the team dynamics, the types of projects you would be working on, or how Lockton measures success in the Business Intelligence department. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.

Be Authentic and Genuine

Lockton's interviewers appreciate authenticity. Share your true motivations for wanting to work at Lockton and how your background aligns with the company's mission. Avoid rehearsed answers; instead, let your passion for the role and the industry shine through. This will help you connect with your interviewers on a personal level.

Follow Up with Gratitude

After your interview, send a thank-you email to express your appreciation for the opportunity to interview. Mention specific points from your conversation that resonated with you. This not only reinforces your interest in the position but also leaves a positive impression on your interviewers.

By following these tips, you can present yourself as a well-rounded candidate who is not only technically proficient but also a great cultural fit for Lockton Companies. Good luck!

In this section, we’ll review the various interview questions that might be asked during a Business Intelligence interview at Lockton Companies. The interview process will likely focus on your analytical skills, experience with data, and ability to communicate insights effectively. Be prepared to discuss your background in data analytics, your understanding of the insurance industry, and how you can contribute to the team.

Experience and Background

1. Describe a time you dealt with someone difficult and how you handled it.

This question assesses your interpersonal skills and ability to navigate challenging situations.

How to Answer

Focus on a specific instance where you faced a difficult colleague or client. Highlight your approach to resolving the conflict and the outcome.

Example

“In my previous role, I worked with a team member who was resistant to feedback. I scheduled a one-on-one meeting to discuss our project and actively listened to their concerns. By acknowledging their perspective and finding common ground, we were able to collaborate more effectively and improve our project outcomes.”

2. Why do you want to work at Lockton specifically?

This question gauges your motivation and understanding of the company’s values and culture.

How to Answer

Research Lockton’s mission and values, and relate them to your personal and professional goals.

Example

“I admire Lockton’s commitment to client service and community involvement. I believe that my passion for data analytics aligns well with your mission to provide innovative solutions, and I am excited about the opportunity to contribute to a company that values its people and clients.”

3. Describe your experience in the insurance industry.

This question evaluates your industry knowledge and relevance to the role.

How to Answer

Share your background in the insurance sector, focusing on specific roles or projects that relate to business intelligence.

Example

“I have worked in the insurance industry for over five years, focusing on data analysis and reporting. My experience includes developing dashboards that track key performance indicators for underwriting teams, which helped improve decision-making processes.”

4. How do you manage your time?

This question assesses your organizational skills and ability to prioritize tasks.

How to Answer

Discuss your time management strategies and provide an example of how you effectively managed multiple projects.

Example

“I use a combination of digital tools and prioritization techniques to manage my time. For instance, during a recent project, I created a timeline with milestones and regularly checked in with my team to ensure we stayed on track, which allowed us to meet our deadlines successfully.”

5. How do you align leaders who have differing opinions and priorities?

This question tests your ability to facilitate collaboration and consensus among stakeholders.

How to Answer

Describe a situation where you successfully navigated differing opinions and how you achieved alignment.

Example

“In a previous project, I facilitated a meeting with stakeholders who had conflicting priorities. I encouraged open dialogue and helped them articulate their concerns. By focusing on our common goals and finding a compromise, we were able to align our strategies and move forward effectively.”

Technical Skills

1. Do you have experience using ETL tools and automating data pipelines?

This question assesses your technical proficiency in data management.

How to Answer

Discuss your experience with ETL tools and any relevant projects where you automated data processes.

Example

“I have extensive experience with ETL tools like Talend and Informatica. In my last role, I automated data pipelines that reduced processing time by 30%, allowing our team to focus on analysis rather than data preparation.”

2. Can you explain the importance of data integrity and how you ensure it?

This question evaluates your understanding of data quality and governance.

How to Answer

Explain the concept of data integrity and provide examples of how you have maintained it in your work.

Example

“Data integrity is crucial for making informed business decisions. I ensure data integrity by implementing validation checks during data entry and regularly auditing datasets for accuracy. In my previous role, I identified and corrected discrepancies that improved our reporting accuracy significantly.”

3. Describe your experience with SQL and how you have used it in your previous roles.

This question assesses your technical skills in SQL, which is essential for the role.

How to Answer

Share specific examples of how you have utilized SQL in your work, including any complex queries you have written.

Example

“I have used SQL extensively to extract and analyze data from relational databases. For instance, I wrote complex queries to generate reports on client claims, which helped identify trends and inform our risk management strategies.”

4. How do you approach building interactive reporting dashboards?

This question evaluates your experience with data visualization tools.

How to Answer

Discuss your process for creating dashboards and any tools you have used, such as Power BI.

Example

“I approach dashboard creation by first understanding the key metrics stakeholders need. I then use Power BI to design interactive dashboards that allow users to drill down into the data. In my last project, I created a dashboard that visualized sales performance, which was well-received by the leadership team.”

5. How do you analyze reports and communicate insights to non-technical audiences?

This question assesses your ability to translate complex data into actionable insights.

How to Answer

Explain your approach to analyzing data and how you tailor your communication for different audiences.

Example

“I analyze reports by identifying key trends and anomalies. When presenting to non-technical audiences, I focus on the implications of the data rather than the technical details. For example, I once presented a report on customer satisfaction metrics, highlighting actionable insights that led to improved service delivery.”