About the position
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 fit 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 to deliver a smooth M&A conversion.
Responsibilities
• Facilitate and manage integration tasks on automated system conversions working with the implementation manager
• Support 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
• Manage and complete 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
• Commence the employee list setup and populate accurate information
• Populate the due diligence transition and business process review questionnaires
• Prepare presentation and handout materials
• Pre-data mapping of policy types and companies
• Collect and facilitate request packet data accordingly
• Create, lead and document compliance testing process for acquisition data conversions in collaboration with the Implementation Managers
• Support other activities across the acquisition project to support the Implementation Managers
Requirements
• Must be a self-starter, well organized and comfortable working in a fast-paced environment with shifting priorities
• Able to work remotely and with minimal supervision
• Reliable, consistent and strong teamwork orientation
• Excellent written and verbal communication skills
• Demonstrated proficiency with PowerPoint, advanced Excel skills, 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
Nice-to-haves
• Experience using Applied Epic or other agency management systems
• Understanding of insurance
• Possible travel to assist in merger experience, as well as annual team meeting
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