Program Manager, Alternative Solutions Practice

Overview

The Program Manager is responsible for managing the onboarding process for producers acquired through mergers and acquisitions, including coordinating carrier appointments and collaborating with M&A Integration Management Office (IMO) teams. This role ensures a seamless transition by aligning processes with organizational standards, maintaining compliance, and providing support to producers during the onboarding phase. The Sales Program Manager acts as a liaison between internal teams, acquired entities, and carriers to ensure operational efficiency and alignment with company goals.

• Lead the onboarding process for producers acquired through mergers and acquisitions, ensuring a smooth transition into the organization.
• Develop and execute detailed onboarding plans, including timelines, milestones, and deliverables.
• Facilitate training sessions and provide resources to help producers understand company systems, processes, and policies.
• Collaborate with M&A IMO teams to align onboarding activities with broader integration strategies.
• Manage the end-to-end process of carrier appointments for acquired producers, including application submission, follow-ups, and approvals.
• Ensure all carrier appointment documentation is accurate, complete, and compliant with company and regulatory standards.
• Act as the primary point of contact for carriers regarding producer appointments and contracting inquiries.
• Maintain up-to-date records of carrier appointments and agreements in the company’s database or CRM system.
• Ensure all producers meet licensing and regulatory requirements during the onboarding process.
• Collaborate with the compliance team to verify credentials and address any licensing or appointment issues.
• Monitor and track licensing and appointment renewals to avoid lapses in compliance.
• Work closely with M&A Integration Management Office (IMO) teams to ensure producer onboarding aligns with the overall integration strategy.
• Provide regular updates to IMO teams on onboarding progress, challenges, and milestones.
• Support IMO teams in identifying and resolving integration-related issues impacting producers or carrier relationships.
• Serve as the primary point of contact for producers during the onboarding phase, addressing questions and concerns promptly.
• Build strong relationships with acquired producers and carriers to foster trust and alignment with organizational goals.
• Provide regular updates to leadership on the progress of onboarding activities and identify any challenges or risks.
• Identify opportunities to streamline and improve the producer onboarding and carrier appointment processes, ensuring consistency across all M&A integrations.
• Develop and implement standard operating procedures (SOPs) for producer onboarding, carrier appointments, and integration activities.
• Stay updated on industry trends and best practices to enhance the onboarding experience.
• Track and report key metrics related to producer onboarding, carrier appointments, and integration activities, including timelines, compliance rates, and producer satisfaction.
• Analyze data to identify trends and recommend improvements to the onboarding and appointment processes.
• Prepare detailed reports for leadership and IMO teams on the status of M&A integration activities.

• Required:
  
  Bachelor’s degree and 5 years related experience in operations, contracting, or a related role within the insurance or financial services industry.
• Familiarity with carrier appointment processes and regulatory requirements (preferred).

• Communication, analytical, and organizational skills.
• Excellent verbal and written communication.
• Develops professional relationships with internal and external stakeholders.
• Works collaboratively with a team as well as independently, capable of meeting deadlines and delegating when necessary.

• Ability to manage and balance multiple priorities.
• Seeks to understand team and branch goals.
• Actively seeks to develop professional skills.
• Demonstrates composure, stamina, and resilience under pressure.

• Constantly seeks to improve personal efficiency and productivity.
• Clarifies priorities and follows through on commitments.
• Proactively takes on additional responsibilities in support of the team when needed.

• Builds knowledge of Gallagher tools, systems, and shared resources.
• Is willing to go the “Extra Mile” to achieve results that benefit the client, the Branch, and Gallagher.
• Proactively approaches issues that could impact client retention.

#AP Integration

We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area,…