Program Manager, Alternative Solutions Practice

Gallagher Benefit Services is a trusted partner assisting organizations with their people decisions. The Program Manager will oversee the onboarding process for producers acquired through mergers and acquisitions, ensuring compliance and operational efficiency while collaborating with internal teams and carriers.

Responsibilities:

• 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

Requirements:

• Bachelor's degree
• 5 years related experience in operations, contracting, or a related role within the insurance or financial services industry
• 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
• Abilities to manage/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/requests 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
• Familiarity With Carrier Appointment Processes And Regulatory Requirements