Merger Analyst

Gallagher•Rolling Meadows, IL

11d•Remote

About The Position

Welcome to Gallagher - a global community of people who bring bold ideas, deep expertise, and a shared commitment to doing what’s right. We help clients navigate complexity with confidence by empowering businesses, communities, and individuals to thrive. At Gallagher, you’ll find more than a job; you’ll find a culture built on trust, driven by collaboration, and sustained by the belief that we’re better together. Whether you join us in a client-facing role or as part of our brokerage division, our benefits and HR consulting division, or our corporate team, you’ll have the opportunity to grow your career, make an impact, and be part of something bigger. Experience a workplace where you’re encouraged to be yourself, supported to succeed, and inspired to keep learning. That’s what it means to live The Gallagher Way. 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.

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

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

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