Merger Integration Coordinator

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.

Gallagher is seeking a highly motivated and detail‑oriented individual to join our team as a Merger Integration Coordinator. This role is pivotal in ensuring the seamless integration of acquired businesses into Gallagher’s operations while fostering strong relationships and driving best practices across the Service Support Manager (SSM) program and Gallagher Center of Excellence (GCoE) services. The ideal candidate will possess exceptional communication, organizational, and problem‑solving skills, along with a deep understanding of Gallagher’s values and commitment to delivering tailored insurance solutions and risk management strategies.

• Presenting the Service Support Manager (SSM) Program and Gallagher Center of Excellence (GCoE) services:
  • Serve as an advocate and presenter to newly acquired branches of the SSM team and GCoE services that support them.
  • Clearly articulate the SSM program’s objectives, benefits, and alignment with Gallagher’s mission to deliver comprehensive solutions in effort to support branches.
• Acquisition Information Gathering and Integration:
  • Collaborate with the M&A team and key stakeholders to acquire critical information including operational processes with 3rd parties (PATRA, Resource Pro, etc.), carrier access, and client relationships (priority accounts, programs, Standard Operating Procedures, client portal details, etc.).
  • Identify gaps or challenges and set expectations during the integration process and coordinate with the local leadership for solutions.
• Support Relationship Building Before and After Integration:
  • Provide ongoing support to M&A Branch and Service Support Managers in building and maintaining strong relationships.
  • Facilitate communication and ensure alignment of goals and expectations during pre‑ and post‑integration phases.
• Identify, Assess, and Report Challenges: Proactively identify potential challenges or risks during the process, including operational, behavioral, personnel, or strategic issues.
• Monitor progress and ensure timely resolution of any issues to maintain integration timelines and objectives.

Required:

• Bachelor’s degree and 5 years related experience required
• Overnight and/or day travel may be required up to 25% of the time
• Exceptionally strong analytical and problem‑solving skills

Preferred:

• Thorough knowledge of the insurance brokerage industry. Accounting or Finance degree preferred
• Insurance brokerage systems (ex: TAM or AMS
  360 or EPIC), accounting experience, and experience in Brokerage Operations highly desirable
• Project Management experience highly preferred
• Insurance experience of managing and/or supporting a book of business for 2-3 years a minimum
• Exceptional interpersonal and communication…