Arthur J. Gallagher & Co. (AJG)
Merger Integration Analyst (Remote)
Arthur J. Gallagher & Co. (AJG), Rolling Meadows, Illinois, United States, 60008
Overview
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 coordinates and executes 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. 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. How you\'ll make an impact
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 Supports Implementation Manager by:
Facilitating with the M&A teams to prepare timeline with key dates, milestones and trainings Coordinating project lifecycle meetings, e.g. due diligence transition, structure calls Saving 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 Preparing presentation and handout materials Pre-data mapping of policy types and companies Collecting and facilitating request packet data accordingly Creating, leading and documenting compliance testing process for acquisition data conversions in collaboration with the Implementation Managers Other activities across the acquisition project to support the Implementation Managers
About You
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 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 Possible travel to assist in merger experience, as well as annual team meeting Compensation and benefits
We 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 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... Inclusion and equal opportunity
Gallagher values inclusion and diversity. 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, gender expression, marital status, parental status, age, national origin, disability, veteran or military status, or any other characteristic protected by applicable laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. 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 the business.
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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 coordinates and executes 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. 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. How you\'ll make an impact
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 Supports Implementation Manager by:
Facilitating with the M&A teams to prepare timeline with key dates, milestones and trainings Coordinating project lifecycle meetings, e.g. due diligence transition, structure calls Saving 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 Preparing presentation and handout materials Pre-data mapping of policy types and companies Collecting and facilitating request packet data accordingly Creating, leading and documenting compliance testing process for acquisition data conversions in collaboration with the Implementation Managers Other activities across the acquisition project to support the Implementation Managers
About You
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 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 Possible travel to assist in merger experience, as well as annual team meeting Compensation and benefits
We 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 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... Inclusion and equal opportunity
Gallagher values inclusion and diversity. 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, gender expression, marital status, parental status, age, national origin, disability, veteran or military status, or any other characteristic protected by applicable laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. 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 the business.
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