Merger Integration Analyst

Arthur J Gallagher & Co.•Rolling Meadows, IL

50d

About The Position

The Merger 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. The Merger Analyst will work closely with Implement Manager, 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. The Merger Analyst is responsible for facilitating and managing integration tasks on automated system conversions working with the implementation manager.

Requirements

Bachelor's degree or equivalent work experience
3+ years related work experience
Excellent written and verbal communication skills
Proficiency in Microsoft Office Suite, including advanced Excel skills, PowerPoint presentations, Word, Outlook, OneNote, Teams, SharePoint, and ability to learn collaboration and documentation tools quickly
Strong communication and relationship-building skills to work internally and with our new merger partners
Experience completing activities and tasks for multiple parallel projects with strict deadlines and dependencies
Work within U.S. timezone hours. Ability to be flexible and adaptable to project schedules with the ability to work on weekends and sometimes outside of business hours when required
Must be a self-starter, well organized and comfortable working in a fast-paced environment with shifting priorities
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

Previous experience at Gallagher working with M&As, cross-functional, and Regional teams
Expertise working in Gallagher's Production Epic Agency Management system
Exceptional communication skills and ability to leverage existing strong relationships throughout GGB-US CSO
Previous experience at Gallagher working on CSO Support team or other support functions

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