Operations Integration Manager - Great Lakes

Operations Integration Manager - Great Lakes at Gallagher Benefit Services summary:

The Operations Integration Manager leads and manages the seamless assimilation of merger partners into Gallagher Benefit Services by overseeing operational compliance, training, rebranding, and workflow management. This role supports financial reconciliation, human resources coordination, and acts as the primary liaison between merger partners and Gallagher leadership to ensure alignment with company standards and integration milestones. The position requires strong problem-solving, communication skills, and experience managing multi-functional integration activities within the insurance or benefits industry.

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.

The Integration Operations Manager directs the day-to-day operation of the organization’s merger partner integration, ensuring adherence to organizational policies and procedures. This senior-level role drives the implementation of established policies and procedures in the merger partner’s operations, ensures guidelines are adapted across newly acquired merger partner locations and departments, oversees training, and manages the rebranding process to ensure smooth assimilation and operational efficiency. Manages integration operations workflow to ensure priority items are resourced and successful. Audits current procedures and prepares related reports. Monitors efficiency of integration operations.

• Professional Standards

• Oversee and ensure that the new merger partner operates in full compliance with Gallagher Standards of Excellence (GSE), Professional Standards, and company policies and procedures throughout all integration activities.

• Conduct GSE training for merger partner associates to familiarize them with company expectations and practices.

• Monitor and enforce merger partner associates' adherence to GSE and Professional Standards.

• DMS training coordination-- we should work this into the LC training program

• Professional Standards training coordination/audits for non-CS team members

• Budget & Finance

• Provide comprehensive support to Branch and Regional Operations Leaders, as well as Area Presidents, to assist new merger partners in transitioning to standardized GBS branch financial processes. This includes reconciling financial reports, supporting the development of annual budgets, and monitoring branch expenses.

• Oversee and manage the monthly tracking and reconciliation of merger partner revenue, including commission reporting.

• Vendor comparison/reconciliation process -- Primary

• Gap analys e s

• Dependencies

• Human Resources

• Support job mapping from merger partner’s job titles to Gallagher standards and reporting structure.

• Ensure staff complete mandatory corporate training requirements.

• Provide BPR support (non-CS items)

• Escalate r isk items , coordinate mitigation

• Facilitate AP Ops employee orientation activities

• Coordinat e with HR

• Coordinat e on Concierge and GCoE resource need s matters and deployment support

• Centralized ops integration

• Team morale, culture, change management monitoring and issue escalation

• Adoption monitoring, savings tracking (if applicable for centralized ops utilization )

• Integration Support (including IT, Operations and Administrative )

• Serve as the primary point-of-contact for the merger partner’s integration-related questions and ensure an overall positive experience.

• Explain to the merger partner and confirm their ongoing understanding of the overall integration plan, including key milestones for each functional area and related dependencies.

• Ensure that members of legacy GBS integration team are sufficiently engaged and that the collective team, including the merger partner, is progressing toward timely completion of all integration milestones.

• Exercise judgment in escalating integration concerns to appropriate stakeholders , facilitate conversations as needed, and see the issue(s) through to resolution.

• Facilitate IT support for merger partner s . Escalate sensitive / recurring issues to regional IT .

• Provide high-level support to Branch and Regional Operations Leaders and Area Presidents during the integration process.

• Manage workflow to ensure priority items are resourced and successful.

• M anage m eeting logistics , etc.

• Branch integration support and coordination

• Area President and AssuredPartners leadership

• BOLs

• CSDs

• Liaison to regional leadership

• Partner with regional CS integration team

• Coordinate with IMO, PM

• Development

• Lead training initiatives and rebranding efforts to ensure timely adaptation to established practices, including completion of M&A-specific onboarding Journeys.

• Drive the implementation of new operational policies and procedures within merger partners.

• Provide guidance to the Integration Operations Coordinator/Analyst as needed to ensure their support aligns with and helps achieve or surpass integration targets and goals.

• Coordinate Dominant Priority development and deliverables

• Supporting member of the Regional Strategic Planning Team.

• Other duties as assigned by Regional Operations Leader.

Additional Information

This role will serve as a key point of contact for merger partners’ local and regional leadership. There will be multiple points of interaction: broader GBS and cross-Divisional Integration Management Office (IMO) teams, as well as local and regional GBS Operations and Shared Services teams. Integration Team members must be proactive and resourceful in connecting new merger partner colleagues with GBS specialists and general GBS policies, procedures, and other general information.

Required:

• University Degree and minimum 5 years of prior relevant experience, or equivalent.

Desired:

• Insurance industry experience desirable.

Work Traits:

• Ability to interface successfully with all levels of professionals.
• Works effectively and cooperatively with others; establishing and maintaining good working relationships.
• Keeps up with current developments and trends in areas of expertise.
• Good problem-solving skills.

#APIntegration #LI-TW2

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, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.

Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:

• Medical/dental/vision plans, which start from day one!
• Life and accident insurance
• 401(K) and Roth options
• Tax-advantaged accounts (HSA, FSA)
• Educational expense reimbursement
• Paid parental leave

Other benefits include:

• Digital mental health services (Talkspace)
• Flexible work hours (availability varies by office and job function)
• Training programs
• Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
• Charitable matching gift program
• And more...

**The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.

We value inclusion and diversity

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Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.

Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

Keywords:

operations integration, merger integration, process management, compliance monitoring, training coordination, financial reconciliation, change management, insurance industry, cross-functional collaboration, organizational assimilation