Merger Integration Analyst (Remote)

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 Apply tot his job

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