Merger Integration Coordinator

Merger Integration Coordinator

Gallagher is seeking a highly motivated and detail-oriented individual to join our team as a Merger Integration Coordinator. This role is pivotal in ensuring the seamless integration of acquired businesses into Gallagher's operations while fostering strong relationships and driving best practices across the Service Support Manager (SSM) program and Gallagher Center of Excellence (GCoE) services. The ideal candidate will possess exceptional communication, organizational, and problem-solving skills, along with a deep understanding of Gallagher's values and commitment to delivering tailored insurance solutions and risk management strategies.

How you'll make an impact :

• 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.

About You :

Required : 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

Preferred : 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 Behaviors : Ability to interact effectively with all levels of staff, including Corporate Executives and Branch Management Professional assertiveness is key to this role Exceptional verbal and written communication skills and ability to build and maintain strong relationships Ability to motivate, influence, lead and adapt training skills to others' abilities

Compensation and benefits :

We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market / geography, complexity or scope, specialized skill set, lines of business / practice area, supply / demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level these benefits may improve : 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 Other benefits include : 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...

We value inclusion and diversity

Inclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.