Merger Analyst

About the position The Merger Integration Analyst is integral to the successful integration of new merger and acquisition partners onto the Gallagher suite of systems and processes. This role is a good match for a highly motivated professional who will coordinate and execute a range of activities related to bringing on new agency acquisitions into Gallagher. You will work closely with Implementation Managers, business teams and technical teams deliver a smooth M&A “conversion” . We are looking for a professional with the right mix of interpersonal skills, project management, technical understanding, attention to detail, excellent desktop software skills and the ability to manage several projects in parallel. An ideal candidate will have experience using Applied Epic or other agency management systems, as well as an understanding of insurance.

Responsibilities

• Supports implementation managers and the acquired company employees in organizing, planning and coordinating activities and deliverables to effectively integrate the acquired business
• Focus on planning for and executing integration activities and tasks for ensuring a smooth transition of newly acquired entities
• Main focus on managing and completing cleanup of the acquired legacy agency systems, coordinating with GSC where applicable
• facilitate with the M&A teams to prepare timeline with key dates, milestones and trainings
• coordinate project lifecycle meetings, e.g. (due diligence transition, structure calls, etc.)
• save documentation to Gallagher and Applied M&A portal sites
• commencing the employee list setup and populating accurate information
• populating the due diligence transition and business process review questionnaires
• prepares presentation and handout materials
• pre-data mapping of policy types and companies
• collecting and facilitating request packet data accordingly
• creates, leads and documents compliance testing process for acquisition data conversions in collaboration with the Implementation Managers who lead the acquisition projects
• other activities across the acquisition project to support the Implementation Managers

Requirements

• Must be a self-starter, be well organized and be comfortable working in a fast-paced environment with shifting priorities
• Able to work remotely and on own
• Reliable and consistent; strong teamwork orientation
• Excellent written and verbal communication skills
• Demonstrated proficiency with PowerPoint, advanced Excel skill, excellent Word expertise, Outlook and other desktop tools
• Experience working on projects, activities and tasks with deadlines and dependencies
• Ability to manage activities and tasks for multiple parallel projects
• Ability to be flexible and adaptable to project schedules with the ability to work on weekends and sometimes outside of business hours for testing, acquisition go-lives and other time-based work
• Able to demonstrate the Gallagher tenants
• Collaborative approach and ability to help the larger team meet goals and perform responsibilities
• Possible travel to assist in merger experience, as well as annual team meeting.

Nice-to-haves

• experience using Applied Epic or other agency management systems
• understanding of insurance

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

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