Program Manager, Alternative Solutions Practice

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The Program Manager is responsible for managing the onboarding process for producers acquired through mergers and acquisitions, including coordining carrier appointments and collaboring with M&A Integrion Management Office (IMO) teams. This role ensures a seamless transition by aligning processes with organizional 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 operional efficiency and alignment with company goals.

Producer Onboarding and Integrion:

• Lead the onboarding process for producers acquired through mergers and acquisitions, ensuring a smooth transition into the organizion.
• Develop and execute detailed onboarding plans, including timelines, milestones, and deliverables.
• Facilite training sessions and provide resources to help producers understand company systems, processes, and policies.
• Collabore with M&A IMO teams to align onboarding activities with broader integrion stregies.

Carrier Appointments:

• Manage the end-to-end process of carrier appointments for acquired producers, including applicion submission, follow-ups, and approvals.
• Ensure all carrier appointment documention is accure, complete, and compliant with company and regulory standards.
• Act as the primary point of contact for carriers regarding producer appointments and contracting inquiries.
• Maintain up-to-de records of carrier appointments and agreements in the company’s dabase or CRM system.

Licensing and Compliance:

• Ensure all producers meet licensing and regulory requirements during the onboarding process.
• Collabore 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.

Collaborion with M&A IMO Teams:

• Work closely with M&A Integrion Management Office (IMO) teams to ensure producer onboarding aligns with the overall integrion stregy.
• Provide regular updes to IMO teams on onboarding progress, challenges, and milestones.
• Support IMO teams in identifying and resolving integrion-reled issues impacting producers or carrier relionships.

Communicion and Relionship Management:

• Serve as the primary point of contact for producers during the onboarding phase, addressing questions and concerns promptly.
• Build strong relionships with acquired producers and carriers to foster trust and alignment with organizional goals.
• Provide regular updes to leadership on the progress of onboarding activities and identify any challenges or risks.

Process Improvement and Standardizion:

• Identify opportunities to streamline and improve the producer onboarding and carrier appointment processes, ensuring consistency across all M&A integrions.
• Develop and implement standard opering procedures (SOPs) for producer onboarding, carrier appointments, and integrion activities.
• Stay upded on industry trends and best practices to enhance the onboarding experience.

Reporting and Metrics:

• Track and report key metrics reled to producer onboarding, carrier appointments, and integrion activities, including timelines, compliance res, and producer sisfaction.
• Analyze da to identify trends and recommend improvements to the onboarding and appointment processes.
• Prepare detailed reports for leadership and IMO teams on the stus of M&A integrion activities.

Required: Bachelor's degree and 5 years reled experience in operions, contracting, or a reled role within the insurance or financial services industry.

Familiarity with carrier appointment processes and regulory requirements (preferred). 

Work Traits 

Communicion, Analytical, Organizion Skills

• Excellent verbal and written communicion
• Develops professional relionships with internal and external stakeholders
• Works collaborively with a team as well as independently, capable of meeting deadlines and deleging when necessary

Standards and Practices

• Abilities to manage/balance multiple priorities
• Seeks to understand team and Branch goals
• Actively seeks to develop professional skills
• Demonstres composure, stamina and resilience under pressure

Use of Time

• 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

Customer Service and Business Stregy

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

#AP-Integrion

#LI-AM3

We offer a competitive and comprehensive compension package. The base salary range represents the anticiped low end and high end of the range for this position. The actual compension will be influenced by a wide range of factors including, but not limited to previous experience, educion, 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, gre 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)
• Educional 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 – eleving your health through challenges, workshops and digital fitness programs for your overall wellbeing
• Charitable mching 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

Click Here to review our U.S. Eligibility Requirements

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organizion. 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 th all persons are entitled to equal employment opportunity and prohibits any form of discriminion by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy stus), sexual oriention, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital stus, parental stus, age, nional origin, ancestry, disability, medical condition, genetic informion, veteran or military stus, citizenship stus, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, ste, or local laws.

Equal employment opportunity will be extended in all aspects of the employer-employee relionship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compension, benefits, layoff, and terminion. In addition, Gallagher will make reasonable accommodions to known physical or mental limitions of an otherwise qualified person with a disability, unless the accommodion would impose an undue hardship on the operion of our business.

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