M&A Implementation Manager

Introduction

Welcome to Gallagher - a global community of people who bring bold ideas, deep expertise, and a shared commitment to doing what’s right. We help clients navigate complexity with confidence by empowering businesses, communities, and individuals to thrive. At Gallagher, you’ll find more than a job; you’ll find a culture built on trust, driven by collaboration, and sustained by the belief that we’re better together.

Whether you join us in a client‑facing role or as part of our brokerage division, our benefits and HR consulting division, or our corporate team, you’ll have the opportunity to grow your career, make an impact, and be part of something bigger. Experience a workplace where you’re encouraged to be yourself, supported to succeed, and inspired to keep learning. That’s what it means to live The Gallagher Way.

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.

• 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, CSR
  24, 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 elevate issues to ensure projects are progressing per project plans
• Contribute to M&A process improvement activities

• Insurance brokerage experience for commercial and personal lines
• Bachelor’s degree preferable (equivalent experience will be considered)
• 5+ years related experience
• Travel required approximately 35%, varies depending on location and number of active M&A (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,…