Program Manager, Alternative Solutions Practice

Program Manager

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.

Overview

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

How You'll Make an Impact

Producer Onboarding and Integration: 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.

Carrier Appointments: 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.

Licensing and Compliance: 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.

Collaboration with M&A IMO Teams: 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.

Communication and Relationship Management: 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.

Process Improvement and Standardization: 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.

Reporting and Metrics: 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.

About You

Required: Bachelor's degree and 5 years related experience in operations, contracting, or a related role within the insurance or financial services industry. Familiarity with carrier appointment processes and regulatory requirements (preferred).

Work Traits

Communication, Analytical, Organization Skills 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 Standards and Practices 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 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 Strategy 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

Compensation and Benefits

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...

We Value Inclusion and Diversity

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.