Operations Integration Manager - Southeast

Gallagher•Rolling Meadows, IL

44d

About The Position

The Integration Operations Manager directs the day-to-day operation of the organization’s merger partner integration, ensuring adherence to organizational policies and procedures. This senior-level role drives the implementation of established policies and procedures in the merger partner’s operations, ensures guidelines are adapted across newly acquired merger partner locations and departments, oversees training, and manages the rebranding process to ensure smooth assimilation and operational efficiency. Manages integration operations workflow to ensure priority items are resourced and successful. Audits current procedures and prepares related reports. Monitors efficiency of integration operations.

Requirements

Bachelor’s Degree in Business, Operations Management, or related field.
Prior Health & Benefits Industry experience
5+ years’ experience in operations management, preferably within mergers and acquisitions or integration environments.
Strong leadership, organizational, and communication skills.
Demonstrated ability to manage multiple projects and lead cross-functional teams.
Position requires strong multi-level relationship building skills, excellent oral and written communication skills and the ability to work towards team and individual goals

Nice To Haves

5-7 years’ experience in employee benefits, insurance, or related service industry
PMP Certification

Responsibilities

Oversee and ensure that the new merger partner operates in full compliance with Gallagher Standards of Excellence (GSE), Professional Standards, and company policies and procedures throughout all integration activities.
Conduct GSE training for merger partner associates to familiarize them with company expectations and practices.
Monitor and enforce merger partner associates' adherence to GSE and Professional Standards.
DMS training coordination-- we should work this into the LC training program
Professional Standards training coordination/audits for non-CS team members
Provide comprehensive support to Branch and Regional Operations Leaders, as well as Area Presidents, to assist new merger partners in transitioning to standardized GBS branch financial processes. This includes reconciling financial reports, supporting the development of annual budgets, and monitoring branch expenses.
Oversee and manage the monthly tracking and reconciliation of merger partner revenue, including commission reporting.
Vendor comparison/reconciliation process -- Primary
Gap analyses
Dependencies
Support job mapping from merger partner’s job titles to Gallagher standards and reporting structure.
Ensure staff complete mandatory corporate training requirements.
Provide BPR support (non-CS items)
Escalate risk items, coordinate mitigation
Facilitate AP Ops employee orientation activities
Coordinate with HR
Coordinate on Concierge and GCoE resource needs matters and deployment support
Centralized ops integration
Team morale, culture, change management monitoring and issue escalation
Adoption monitoring, savings tracking (if applicable for centralized ops utilization)
Serve as the primary point-of-contact for the merger partner’s integration-related questions and ensure an overall positive experience.
Explain to the merger partner and confirm their ongoing understanding of the overall integration plan, including key milestones for each functional area and related dependencies.
Ensure that members of legacy GBS integration team are sufficiently engaged and that the collective team, including the merger partner, is progressing toward timely completion of all integration milestones.
Exercise judgment in escalating integration concerns to appropriate stakeholders, facilitate conversations as needed, and see the issue(s) through to resolution.
Facilitate IT support for merger partners. Escalate sensitive / recurring issues to regional IT.
Provide high-level support to Branch and Regional Operations Leaders and Area Presidents during the integration process.
Manage workflow to ensure priority items are resourced and successful.
Manage meeting logistics, etc.
Branch integration support and coordination
Area President and AssuredPartners leadership
BOLs
CSDs
Liaison to regional leadership
Partner with regional CS integration team
Coordinate with IMO, PM
Lead training initiatives and rebranding efforts to ensure timely adaptation to established practices, including completion of M&A-specific onboarding Journeys.
Drive the implementation of new operational policies and procedures within merger partners.
Provide guidance to the Integration Operations Coordinator/Analyst as needed to ensure their support aligns with and helps achieve or surpass integration targets and goals.
Coordinate Dominant Priority development and deliverables
Supporting member of the Regional Strategic Planning Team.
Other duties as assigned by Regional Operations Leader.

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