M&A Support Analyst

Arthur J. Gallagher • Rolling Meadows, IL

2d

About The Position

We are seeking a dedicated Mergers & Acquisitions Support Analyst to join our team and provide exceptional application workflow and process support to users involved in new mergers and acquisitions. This role is focused exclusively on supporting M&A users, ensuring a seamless transition and integration into Gallagher systems and workflows. The ideal candidate will possess strong customer service skills, teamwork, collaboration abilities, and thrive in a high-volume, fast-paced environment.

Requirements

• 3 years relevant work experience
• Strong customer service skills with a focus on user satisfaction.
• Excellent communication skills, both verbal and written, with the ability to explain technical concepts clearly and concisely.
• Proven ability to troubleshoot and resolve workflow and process issues.
• Experience maintaining ticket queues and managing high volumes of user inquiries.
• Strong teamwork and collaboration skills, with the ability to work effectively across departments.
• Ability to adapt to a fast-paced environment and manage multiple priorities.
• Familiarity with Gallagher systems, including Applied EPIC or CSR24, is a plus.

Nice To Haves

• Experience supporting mergers and acquisitions or similar transitional processes.
• Background in insurance or risk management industries.
• Previous experience in virtual coaching or training roles.

Responsibilities

• User Support: Provide hands-on support to M&A users for Gallagher application workflows, processes, and "how-to" inquiries.
• Issue Troubleshooting: Troubleshoot a range of user workflow and process issues directly with the user, ensuring timely and effective resolution.
• Ticket Management: Maintain a ticket queue and phone queue, ensuring all issues are logged, tracked, and resolved efficiently.
• Escalation and Triage: Assist in triaging tickets that require escalation or involvement from other teams, ensuring a warm handoff and user satisfaction.
• Virtual Coaching: Deliver virtual desk-side coaching and training to users via phone and Teams to enhance their understanding of Gallagher systems and workflows.
• Collaboration: Work closely with internal teams to escalate and resolve complex issues that cannot be addressed independently.
• L&D Partnership: Work together with the Learning & Development (L&D) team to ensure a consistent message is delivered to all users, aligning training and support efforts.
• Process Improvement: Contribute to workflow or process changes and redesigns to improve efficiency and user experience.
• Travel: Travel may be required for training purposes or to support M&A users on-site during transitions.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees