Merger Integration Analyst
5 days ago
Baton Rouge
Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate.You’ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you’re not just improving clients' risk profiles, you’re building trust. You’ll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you’re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher. Overview The Merger 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 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. How you'll make an impact The Merger Analyst is responsible for facilitating and managing integration tasks on automated system conversions working with the implementation manager. 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 GSC where applicable, • 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, • Creates, leads and documents compliance testing process for acquisition data conversions in collaboration with the Implementation Managers who lead the acquisition projects, • other activities across the acquisition project to support the Implementation Managers #APIntegration LI-CW1 About You • Bachelor's degree or equivalent work experience, • 3+ years related work experience, • Excellent written and verbal communication skills, • Proficiency in Microsoft Office Suite, including advanced Excel skills, PowerPoint presentations, Word, Outlook, OneNote, Teams, SharePoint, and ability to learn collaboration and documentation tools quickly, • Strong communication and relationship-building skills to work internally and with our new merger partners, • Experience completing activities and tasks for multiple parallel projects with strict deadlines and dependencies, • Work within U.S. timezone hours. Ability to be flexible and adaptable to project schedules with the ability to work on weekends and sometimes outside of business hours when required, • Previous experience at Gallagher working with M&As, cross-functional, and Regional teams, • Expertise working in Gallagher’s Production Epic Agency Management system, • Exceptional communication skills and ability to leverage existing strong relationships throughout GGB-US CSO, • 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 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, • 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 We value inclusion and diversity ___ to review our U.S. Eligibility Requirements 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.