Merger Integration Coordinator

GallagherRolling Meadows, IL
7dRemote

About The Position

The Merger Integration Coordinator is integral to the successful integration of new merger and acquisition partners into the Gallagher suite of systems and processes. This role is a good match for a highly motivated professional who will lead, coordinate and execute a range of activities and projects related to bringing on new acquisitions into Gallagher. The Integration Coordinator will work closely with Implementation Manager, Merger Analyst and Data Integration Specialist to deliver a smooth conversion & post go live support. We are looking for a professional with the right mix of interpersonal skills, project management, technical understanding, attention to detail, understanding of insurance brokerage operations and systems, agency management systems expertise, 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 Gallagher workflows within the suite of systems.

Requirements

  • Project management experience required
  • Strong organization, ability to multi-task
  • Quick study and ability to retain many moving pieces
  • Exceptional interpersonal, presentation and analytical skills
  • Highly motivated self-starter/independent worker with a proven ability to manage projects, complete tasks within deadlines and prioritize parallel work efforts
  • Excellent written and verbal communication skills
  • Strong understanding of professional and industry standards and practices
  • Outstanding customer service focus
  • Agency management system experience, preferably in Applied Epic
  • Insurance brokerage experience for commercial and personal lines
  • Bachelor's degree preferable (equivalent experience will be considered)
  • 5+ years related experience

Responsibilities

  • Manage system conversion activities for M&A partners, including go-live support activities
  • Managing multiple concurrent M&A conversion projects, ability to manage concurrent projects is imperative (multi-tasking hourly)
  • Develop strong working knowledge of GGB-US systems including Epic, TAM, AMS360.
  • Ability to foresee conversion obstacles/discrepancies and communicate with internal Gallagher teams to plan solutions
  • Collaborate closely with others on the Business System Integration team to achieve consistent project results
  • Tailor system conversion mechanics based on the M&A partner’s current workflows and practices
  • Design and Lead 3rd party Resource Services Transition from legacy to Epic go live (Resource Pro, Patra, etc)
  • Participate in the Pre Mapping/Previews process and continued mapping of data configurations
  • Identify, manage and establish cleanup of data integrity
  • Reinforce Gallagher’s standard agency system operating procedures through the conversion process
  • Report performance and escalating issues to ensure projects are progressing per project plans
  • Contribute to M&A process improvement activities
  • Change Management - Continued support, guidance and training of acquisition partners throughout the conversion process

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
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