Gallagher · 21 hours ago
Operations Integration Manager - Northeast
Wakefield, MA
Full-time
Onsite
Senior Level
5+ years expGallagher Benefit Services is a trusted partner to organizations navigating important people decisions, helping clients build better workplaces. The Operations Integration Manager will direct the day-to-day operations of merger partner integration, ensuring adherence to organizational policies and overseeing training and rebranding processes for operational efficiency.
ConsultingFinancial ServicesInsuranceManagement ConsultingRisk Management
Responsibilities
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
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 analyses
Dependencies
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 risk items, coordinate mitigation
Facilitate AP Ops employee orientation activities
Coordinate with HR
Coordinate on Concierge and GCoE resource needs matters and deployment support
Team morale, culture, change management monitoring and issue escalation
Adoption monitoring, savings tracking (if applicable for centralized ops utilization)
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 partners. 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
Manage meeting 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
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
Qualification
Required
Bachelor's Degree in Business, Operations Management, or related field
Prior Health & Benefits Industry experience
5+ years' experience in operations management, preferably within mergers and acquisitions or integration environments
Strong leadership, organizational, and communication skills
Demonstrated ability to manage multiple projects and lead cross-functional teams
Position requires strong multi-level relationship building skills, excellent oral and written communication skills and the ability to work towards team and individual goals
Preferred
5-7 years' experience in employee benefits, insurance, or related service industry
PMP Certification
Benefits
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
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...
Company
Gallagher
Gallagher is an international insurance brokerage and risk management services firm.
10001+ employees
H1B Sponsorship
Gallagher has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (58)
2024 (31)
2023 (32)
2022 (45)
2021 (36)
2020 (15)
Funding
Current Stage
Public CompanyTotal Funding
$9.7B2024-12-09Post Ipo Equity· $8.5B
2023-06-22Post Ipo Debt· $1.2B
1984-06-29IPO
Leadership Team
Alec Herring
Area Senior Vice President
Mark Gresser
Executive Vice President
Recent News
Life Insurance International
2026-01-07
2025-12-04
2025-11-19
Company data provided by crunchbase