[Remote] Merger Integration Coordinator

Note: The job is a remote job and is open to candidates in USA. Gallagher is a company that helps clients face risk with confidence and is seeking a highly motivated Merger Integration Coordinator to ensure the seamless integration of acquired businesses. The role involves presenting services, gathering acquisition information, supporting relationship building, identifying challenges, partnering with the Merger Integration Director, and attending meetings to ensure effective communication and implementation across teams.

Responsibilities

• Presenting the Service Support Manager (SSM) Program and Gallagher Center of Excellence (GCoE) services:
• Serve as an advocate and presenter to newly acquired branches of the SSM team and GCoE services that support them.
• Clearly articulate the SSM program’s objectives, benefits, and alignment with Gallagher’s mission to deliver comprehensive solutions in effort to support branches.
• Acquisition Information Gathering and Integration:
• Collaborate with the M&A team and key stakeholders to acquire critical information including operational processes with 3rd parties (PATRA, Resource Pro, etc.), carrier access, and client relationships (priority accounts, programs, Standard Operating Procedures, client portal details, etc.).
• Identify gaps or challenges and set expectations during the integration process and coordinate with the local leadership for solutions.
• Support Relationship Building Before and After Integration:
• Provide ongoing support to M&A Branch and Service Support Managers in building and maintaining strong relationships.
• Facilitate communication and ensure alignment of goals and expectations during pre- and post-integration phases.
• Identify, Assess, and Report Challenges:
• Proactively identify potential challenges or risks during the integration process, including operational, behavioral, personnel, or strategic issues.
• Monitor progress and ensure timely resolution of any issues to maintain integration timelines and objectives.
• Partner with the Merger Integration Director:
• Collaborate closely with the Merger Integration Director to develop and implement best practices for merger integration processes.
• Identify opportunities for continuous improvements to ensure the effectiveness of the M&A merger integration process.
• Meeting Attendance and Usage:
• Provide updates, insights, and recommendations to the M&A branch and SSMs during meetings.
• Attend and participate in meetings to confirm outcomes are effectively communicated and implemented across relevant teams.

Skills

• Bachelor's degree and 5 years related experience required
• Overnight and/or day travel may be required up to 25% of the time
• Exceptionally strong analytical and problem-solving skills
• Thorough knowledge of the insurance brokerage industry. Accounting or Finance degree preferred
• Insurance brokerage systems (ex: TAM or AMS360 or EPIC), accounting experience, and experience in Brokerage Operations highly desirable
• Project Management experience highly preferred
• Insurance experience of managing and/or supporting a book of business for 2-3 years a minimum
• Exceptional interpersonal and communication skills, with the ability to build relationships and influence stakeholders
• Analytical mindset with the ability to assess challenges and develop actionable solutions
• Highly organized and detail-oriented, with the ability to manage multiple priorities and deadlines
• Proficiency in Microsoft Office Suite and other relevant tools

Benefits

• Medical/dental/vision plans, which start from day one!
• Life and accident insurance
• 401(K) and Roth options
• Tax-advantaged accounts (HSA, FSA)
• Educational expense reimbursement
• Paid parental leave
• Digital mental health services (Talkspace)
• Flexible work hours (availability varies by office and job function)
• Training programs
• Gallagher Thrive program - elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
• Charitable matching gift program
• And more...

Company Overview

• Gallagher is an international insurance brokerage and risk management services firm. It was founded in 1927, and is headquartered in Rolling Meadows, Illinois, USA, with a workforce of 10001+ employees. Its website is http://www.ajg.com.

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