M&A Support Specialist

Gallagher•Baton Rouge, LA

2d•Hybrid

About The Position

As an M&A Support Specialist, you will work closely with the M&A Integration Specialist and M&A CSL to execute critical tasks and provide front-line support during the integration process. Your contributions will directly impact the success of our mergers and acquisitions, making this an exciting opportunity to grow your career in a dynamic and collaborative environment.

Requirements

Bachelor's degree OR 3 years related experience required.
Overnight and/or day travel may be required up to 50% of the time.
Strong organizational and planning skills.
Excellent communication and interpersonal skills.
Ability to deliver high-quality client service.
Proficiency in preparing and delivering presentations.
Ability to cultivate relationships and manage escalations effectively.
Ability to motivate, influence, lead and adapt training skills to others' abilities.
Strong teamwork orientation; willingness to help larger team meet goals and responsibilities.

Responsibilities

Serve as the primary point of contact for day-to-day integration activities, addressing immediate needs and ensuring smooth transitions.
Provide direct support to ensure operational excellence and resolve issues following go-live.
Execute directed work from the M&A Integration Specialist and M&A CSL, including book purchase integrations and post-go-live cleanup activities.
Utilize your licensing to assist CSMs in servicing books of business, as needed. This includes providing back-office support to enable merger partner CSMs to remain client-facing and focused on maintaining strong client relationships across Personal Lines and Small Business workstreams.
Collaborate with M&A teams to prepare timelines with key dates, milestones, and training sessions.
Train acquired company employees on current process and procedure documents.
Prepare presentation and handout materials for training sessions.
Facilitate training sessions using prepared materials.
Cultivate relationships and provide training on handling escalations and necessary contacts for processing.
Serve as part of the stay-behind team to support new mergers with day-to-day process questions and support.
Engage in other activities across the acquisition project to support Implementation Managers
Deliver exceptional client service in line with AJG's operational standards.
Act as a liaison between acquired entities and AJG teams to address client service-related concerns during the integration process.
Ensure client service processes are aligned with AJG’s best practices and operational guidelines.
Monitor and resolve client service issues that arise during the integration phase.
Provide guidance to acquired company employees on maintaining AJG’s client service standards.
Collaborate with internal teams to ensure client satisfaction and retention during the transition.

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