Merger Integration Coordinator

Arthur J Gallagher & Co.•Rolling Meadows, IL

50d

About The Position

Gallagher is seeking a highly motivated and detail-oriented individual to join our team as a Merger Integration Coordinator. This role is pivotal in ensuring the seamless integration of acquired businesses into Gallagher's operations while fostering strong relationships and driving best practices across the Service Support Manager (SSM) program and Gallagher Center of Excellence (GCoE) services. The ideal candidate will possess exceptional communication, organizational, and problem-solving skills, along with a deep understanding of Gallagher's values and commitment to delivering tailored insurance solutions and risk management strategies.

Requirements

Bachelor's degree and 5 years related experience required
Overnight and/or day travel may be required up to 25% of the time
Exceptionally strong analytical and problem-solving skills
Ability to interact effectively with all levels of staff, including Corporate Executives and Branch Management
Professional assertiveness is key to this role
Exceptional verbal and written communication skills and ability to build and maintain strong relationships
Ability to motivate, influence, lead and adapt training skills to others' abilities

Nice To Haves

Thorough knowledge of the insurance brokerage industry. Accounting or Finance degree preferred
Insurance brokerage systems (ex: TAM or AMS360 or EPIC), accounting experience, and experience in Brokerage Operations highly desirable
Project Management experience highly preferred
Insurance experience of managing and/or supporting a book of business for 2-3 years a minimum
Exceptional interpersonal and communication skills, with the ability to build relationships and influence stakeholders
Analytical mindset with the ability to assess challenges and develop actionable solutions
Highly organized and detail-oriented, with the ability to manage multiple priorities and deadlines
Proficiency in Microsoft Office Suite and other relevant tools

Responsibilities

Presenting the Service Support Manager (SSM) Program and Gallagher Center of Excellence (GCoE) services:
Serve as an advocate and presenter to newly acquired branches of the SSM team and GCoE services that support them.
Clearly articulate the SSM program's objectives, benefits, and alignment with Gallagher's mission to deliver comprehensive solutions in effort to support branches.
Acquisition Information Gathering and Integration:
Collaborate with the M&A team and key stakeholders to acquire critical information including operational processes with 3rd parties (PATRA, Resource Pro, etc.), carrier access, and client relationships (priority accounts, programs, Standard Operating Procedures, client portal details, etc.).
Identify gaps or challenges and set expectations during the integration process and coordinate with the local leadership for solutions.
Support Relationship Building Before and After Integration:
Provide ongoing support to M&A Branch and Service Support Managers in building and maintaining strong relationships.
Facilitate communication and ensure alignment of goals and expectations during pre- and post-integration phases.
Identify, Assess, and Report Challenges:
Proactively identify potential challenges or risks during the integration process, including operational, behavioral, personnel, or strategic issues.
Monitor progress and ensure timely resolution of any issues to maintain integration timelines and objectives.
Partner with the Merger Integration Director:
Collaborate closely with the Merger Integration Director to develop and implement best practices for merger integration processes.
Identify opportunities for continuous improvements to ensure the effectiveness of the M&A merger integration process.
Meeting Attendance and Usage:
Provide updates, insights, and recommendations to the M&A branch and SSMs during meetings.
Attend and participate in meetings to confirm outcomes are effectively communicated and implemented across relevant teams.

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