M&A Implementation Manager
- Rolling Meadows, IL
- Permanent
- Full-time
OverviewThe M&A Implementation Manager 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 lead, coordinate and execute a range of activities related to bringing on new agency acquisitions into Gallagher. The Implementation Manager will work closely with leadership, business teams, technical teams, vendor teams to deliver a smooth M&A “conversion” leveraging a repeatable process that has been continually improved over several years.As part of your learning & development, you will shadow and learn the methodology and role of an M&A Implementation Manager.We are looking for a professional with the right mix of interpersonal skills, project management, technical understanding, attention to detail, understanding of insurance brokerage operations and systems, agency management systems expertise, 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 Gallagher workflows within the suite of systems.
How you'll make an impactResponsibilities:
- Lead the integration of new merger and acquisition (M&A) partner branches onto the Gallagher Global Broker US (GGB-US) suite of systems, with ultimate accountability for smooth conversion to Gallagher systems
- Manage system conversion activities for M&A partners, including go-live support activities
- Manage multiple concurrent M&A conversion projects, ability to manage concurrent projects is imperative (multi-tasking hourly)
- Provide direction and feedback to internal and external analysts and developers to convert M&A partner’s legacy system data to Gallagher systems
- Develop strong working knowledge of GGB-US systems including Epic, CSR24, DMS, CSP, PAT-E, Indio and other related systems
- Ability to foresee conversion obstacles/discrepancies and communicate with internal Gallagher teams to plan for solutions
- Collaborate with new M&A partner’s employees, CSO regional management, CSO leadership, project managers, finance and accounting staff, and IT to develop integrated project plans for all phases of M&A conversions
- Collaborate closely with M&A project manager and other Implementation Managers to achieve consistent project results
- Develop effective working relationships with M&A partner’s employees and Gallagher stakeholder involved with each initiative across many functional areas
- Tailor system conversion mechanics based on the M&A partner’s current workflows and practices (aka creating scripts for conversion)
- Reinforce Gallagher’s standard agency system operating procedures through the conversion process
- Report performance and escalate issues to ensure projects are progressing per project plans
- Contribute to M&A process improvement activities
- Travel required approximately 35%, varies depending on location and number of active M&As (typically visiting an M&A twice with possible concurrent days at one time)
- Weekend work is required for conversions and environment moves (typically once a month, alternative days can be taken off to make up for the weekend work)
- Willing to be flexible with work hours outside of 9-5 hours, as acquisitions are within different time zones
- Position is telecommuting
- Project management experience required
- Strong organization, ability to multi-task
- Quick study and ability to retain many moving pieces
- Exceptional interpersonal, presentation and analytical skills
- Highly motivated self-starter/independent worker with a proven ability to manage projects, complete tasks within deadlines and prioritize parallel work efforts
- Excellent written and verbal communication skills
- Strong understanding of professional and industry standards and practices
- Outstanding customer service focus
- Agency management system experience, preferably in Applied Epic
- Insurance brokerage experience for commercial and personal lines
- Bachelor's degree preferable (equivalent experience will be considered)
- 5+ years related experience
Compensation and benefitsWe offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. 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
- 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...