Merger Integration Analyst (Remote)

Introduction

Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management.

We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.

Overview

The Merger Integration Analyst is responsible for facilitating and managing integration tasks on automated system conversions working with the implementation manager

How You'll Make An Impact

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 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 Integration 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.

Essential Duties and 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 other teams
• Creates, leads and documents compliance testing process for acquisition data conversions in collaboration with the Implementation Managers who lead the acquisition projects
• Supports Implementation Manager by:
• 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
  

Work Traits/Required:

• 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.
  
  

About You

Required: Bachelor's degree and 3 years related experience required. Overnight and/or day travel may be required up to 25% of the time and sometimes on weekends.

Preferred: Thorough knowledge of the insurance brokerage industry. Insurance brokerage systems (ex: TAM or AMS360), and experience in Brokerage Operations highly desirable. Project Management experience highly preferred.

Behaviors: Ability to motivate, influence, lead and adapt training skills to others' abilities. Strong teamwork orientation; willingness to help larger team meet goals and responsibilities.

Compensation And Benefits

On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.

Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:

• 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
  
  

Other benefits include:

• 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
• And more...
  
  

We value inclusion and diversity

Click Here to review our U.S. Eligibility Requirements and Pay Disclosure Statement

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.

Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.