Implementation Manager (Remote)

Introduction

Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management.

We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.

Overview

The 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 Impact

• 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
  
  

Additional Requirements & Qualifications:

• 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)
  
  

About You

Required: Bachelor's degree and 3 years related experience required. Overnight and/or day travel may be required up to 25% of the time.

Preferred: Thorough knowledge of the insurance brokerage industry. Insurance brokerage systems (ex: TAM or AMS360), and experience in Brokerage Operations highly desirable. Project Management experience highly preferred.

Behaviors: Ability to motivate, influence, lead and adapt training skills to others' abilities. Strong teamwork orientation; willingness to help larger team meet goals and responsibilities.