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Gallagher Re · 2 months ago

Operations Integration Manager - Northeast

Rolling Meadows, Illinois

Full-time

Hybrid

Senior Level

$70K/yr - $136K/yr

5+ years exp

Gallagher is a trusted partner helping organizations navigate important people decisions. The Operations Integration Manager will direct the day-to-day operations of the merger partner integration, ensuring compliance with organizational policies and overseeing training and rebranding processes for successful operational efficiency.

ConsultingInsuranceRisk Management

Responsibilities

Oversee and ensure that the new merger partner operates in full compliance with Gallagher Standards of Excellence (GSE), Professional Standards, and company policies and procedures throughout all integration activities

Conduct GSE training for merger partner associates to familiarize them with company expectations and practices

Monitor and enforce merger partner associates' adherence to GSE and Professional Standards

DMS training coordination-- we should work this into the LC training program

Professional Standards training coordination/audits for non-CS team members

Provide comprehensive support to Branch and Regional Operations Leaders, as well as Area Presidents, to assist new merger partners in transitioning to standardized GBS branch financial processes. This includes reconciling financial reports, supporting the development of annual budgets, and monitoring branch expenses

Oversee and manage the monthly tracking and reconciliation of merger partner revenue, including commission reporting

Vendor comparison/reconciliation process -- Primary

Gap analyses

Dependencies

Support job mapping from merger partner’s job titles to Gallagher standards and reporting structure

Ensure staff complete mandatory corporate training requirements

Provide BPR support (non-CS items)

Escalate risk items, coordinate mitigation

Facilitate AP Ops employee orientation activities

Coordinate with HR

Coordinate on Concierge and GCoE resource needs matters and deployment support

Centralized ops integration

Team morale, culture, change management monitoring and issue escalation

Adoption monitoring, savings tracking (if applicable for centralized ops utilization)

Serve as the primary point-of-contact for the merger partner’s integration-related questions and ensure an overall positive experience

Explain to the merger partner and confirm their ongoing understanding of the overall integration plan, including key milestones for each functional area and related dependencies

Ensure that members of legacy GBS integration team are sufficiently engaged and that the collective team, including the merger partner, is progressing toward timely completion of all integration milestones

Exercise judgment in escalating integration concerns to appropriate stakeholders, facilitate conversations as needed, and see the issue(s) through to resolution

Facilitate IT support for merger partners. Escalate sensitive / recurring issues to regional IT

Provide high-level support to Branch and Regional Operations Leaders and Area Presidents during the integration process

Manage workflow to ensure priority items are resourced and successful

Manage meeting logistics, etc

Branch integration support and coordination

Area President and AssuredPartners leadership

BOLs

CSDs

Liaison to regional leadership

Partner with regional CS integration team

Coordinate with IMO, PM

Lead training initiatives and rebranding efforts to ensure timely adaptation to established practices, including completion of M&A-specific onboarding Journeys

Drive the implementation of new operational policies and procedures within merger partners

Provide guidance to the Integration Operations Coordinator/Analyst as needed to ensure their support aligns with and helps achieve or surpass integration targets and goals

Coordinate Dominant Priority development and deliverables

Supporting member of the Regional Strategic Planning Team

Other duties as assigned by Regional Operations Leader

Qualification

Operations ManagementMergersAcquisitionsHealth & Benefits IndustryPMP CertificationLeadership SkillsOrganizational SkillsCommunication SkillsProject ManagementCross-Functional Team Leadership

Required

Bachelor's Degree in Business, Operations Management, or related field

Prior Health & Benefits Industry experience

5+ years' experience in operations management, preferably within mergers and acquisitions or integration environments

Strong leadership, organizational, and communication skills

Demonstrated ability to manage multiple projects and lead cross-functional teams

Position requires strong multi-level relationship building skills, excellent oral and written communication skills and the ability to work towards team and individual goals