Client Service Integration Manager - Southeast

Introduction

At Gallagher Benefit Services, you’re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them.

We’re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you’re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher.

We’re seeking a Client Service Integration Manager to take charge of high-impact initiatives that ensure smooth integration, optimize processes, and deliver exceptional results during mergers and acquisitions.

In this influential role, you’ll be the driving force behind our integration efforts, collaborating with cross‑functional teams and senior leadership to align operations, mitigate risks, and foster a culture of innovation and success. Your expertise, strategic mindset, and ability to execute will directly shape the future of our organization.

• Strategic Coordination: Partner with the Integration Management Office (IMO) and Project Managers (PMs) to align priorities, manage critical dependencies, and deliver seamless execution of integration plans.
• Meeting Logistics & Support: Take ownership of organizing and managing meeting logistics to ensure integration efforts remain on track and productive.
• Business Process Review (BPR): Read and understand responses to BPR upon entry into a merger partner office, conduct BPR discussions with merger partner leadership, share insights, and support mitigation of risks.
• Gap Analysis: Conduct in‑depth assessments to uncover operational gaps and implement effective solutions.
• Risk Management: Proactively identify, elevate, and mitigate risks to safeguard the success of integration initiatives.
• Vendor Contract and Services Analysis: Support Operations team with the vendor comparison and reconciliation process to identify service gaps, dependencies, etc.
• Employee Orientation: Work with local leaders to ensure employees joining through the merger partner have a thorough onboarding experience, leveraging the tools and resources available for our client service teams.
• Training Coordination: Collaborate with Learning Coaches to ensure the training provided meets the needs of the local team.
• Culture & Change Management: Monitor team morale, foster a positive and inclusive culture, and address change management challenges with empathy and precision.
• Adoption & Savings Tracking: Monitor the adoption of shared services and client service systems and tools and track cost savings to demonstrate the value of integration efforts.
• Branch Integration Support: Provide hands‑on support for branch integration efforts, working closely with Area Presidents, BOLs (Business Operations Leaders), CSDs (Client Service Directors) and merger partner leadership.
• Leadership Liaison: Serve as a trusted advisor and key point of contact for regional and divisional leadership, including, but not limited to, RCSLs (Regional Client Service Leaders) and ROLs (Regional Operations Leaders).
• Collaboration: Partner with the CS integration team to ensure alignment, synergy, and success across all integration efforts.

• A proven leader with experience in operations management, integration, or project management, preferably in the employee benefits consulting/brokerage industry.
• Exceptional organizational and coordination skills with the ability to manage multiple priorities and deliver results under tight deadlines.
• Outstanding communication and collaboration abilities to work effectively with cross‑functional teams and senior leadership.
• A strategic thinker with an analytical mindset, capable of conducting gap analyses, tracking…