Associate Project Manager

About the Role

Key Responsibilities

• Collaborate closely with M&A Project Managers, Analysts, and Implementation Managers on daily team meetings, status updates, and task collaboration.
• Work directly with merger partner employees, external vendors, regional leaders, IT, Finance & Accounting, Learning & Development, Process owners, and other internal teams.
• Create, review, maintain, and deliver project management documentation, including project plans, spreadsheets, meeting invitations, PowerPoint presentations, and process/workflow maps.
• Track project deliverables, risks, and issues by collaborating with task owners and subject matter experts across multiple work-streams and external service providers.
• Develop and maintain project management methodology/process documentation and templates, proactively identifying and implementing process improvements.
• Provide support during M&A Go-Live weekends, assisting with the implementation playbook and weekend activities such as system migrations, environment moves, and data conversions.
• Assist with vendor interactions, system licensing processes, and project initiation tasks for newly closed mergers.
• Lead projects such as database extracts, system migrations, legacy system backups, and contribute to IT change requests.
• Coordinate data conversion activities, register companies and brokers, and support weekend work for conversions and environment moves.

Requirements

• Bachelor's degree plus 5 years of equivalent experience.
• Superior verbal and written communication skills.
• Excellent problem-solving and organizational competencies.
• Ability to collaborate with internal and external teams from different functional areas.
• Experience in leading or coordinating projects, with a desire to learn professional project management in M&A contexts.
• Insurance brokerage operations and/or client servicing experience within an insurance broker or related industry knowledge.
• Proficiency in Microsoft Office Suite, including advanced Excel, PowerPoint, Word, Outlook, OneNote, Teams, SharePoint, and ability to learn collaboration tools quickly.
• Ability to manage multiple parallel activities with strict deadlines.

Nice to Have

• Previous experience with M&A integration and data conversion.

Benefits & Perks

• 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.
• Training programs.
• Gallagher Thrive program for health and wellbeing.
• Charitable matching gift program.