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Integration Coordinator

2 months ago

Cedar Rapids, United States First MainStreet Insurance, L.C. Full time
POSITION SUMMARY

The integration Coordinator provides oversight to agency integrations to ensure the team meets deadlines and we successfully integrate and establish trust with agency colleagues. Also, provide senior leadership with periodic updates and progress reports.

ESSENTIAL JOB FUNCTIONS & RESPONSIBILITIES

PRE-CLOSING:

• Manage pre-closing activities in alignment with the Legal team. Establish regular meeting cadence and maintain action items to ensure movement forward.

• Share and articulate the draft timeline once the letter of intent is signed.

• Prepare Org Structure and swim lane documents for all M and A opportunities and present them to the leadership team in preparation for integration.

• Coordinate and oversee due diligence, and discovery events and ensure thorough review in preparation for integration

• Collaborate with Leaders on each project to develop timelines, responsibilities, and custom activities necessary to execute a successful integration

• Support the EVP and other senior leadership members on M and A meetings and calendaring

• Appropriately set up and utilize TEAMS, WRIKE, and other technology to automate and maximize efficiency in managing integrations

INTEGRATION:

• Drive follow-up activities in collaboration with all leaders to ensure timelines and deadlines are achieved

• Create, update, and maintain project plans, and weekly status reports.

• Provide updates to stakeholders, and agency leaders to provide confidence in the integration process

• Develop relationships with Agency leaders and colleagues and serve as a conduit for building trust

• Deploy strategic thinking to overcome challenges and resolve issues while in the integration phases

• Be the primary point of escalation for any topics related to integration and colleague engagement

• Effectively manage changes in requirements or scope

• Ensure alignment with training and colleague development during integration

• Capture lessons learned from Integrations and analyze opportunities for improvement

POST INTEGRATION:

• Ensure all post activities and actions are completed by Department leaders

• Seek feedback from Agency colleagues on the success of the integration

• Closely monitor New Business and Lost Business and discuss with

• Proactively monitor and address gaps in process standards, training, and financial metrics.

TEAMWORK & WORK HABITS:

• Motivate teams, demonstrate positive attitude, and help leaders towards meeting their objectives and timelines.

• Can learn from others and continue to show his/her desire to learn and understand more.

• Work cohesively with team members and communicate positively and respectfully.

• Is willing to resolve conflict, when necessary, by openly discussing the issue with the appropriate individual(s).

• Able to work independently without a lot of guidance and supervision.

• Establish relationship/act as a point of contact with new partners and FMSI leaders

• Drive performance - coaching and developing high-performing team members

EDUCATION & OTHER SKILLS

• A college degree or equivalent work experience is required.

• Solid working knowledge of budgeting, sales, business development, operations, and project management

• Must demonstrate excellent verbal, written communication, and interpersonal skills.

• Successful candidates will have the ability to prioritize and manage workload in a fast-paced environment, work independently, consistently meet deadlines, as well as analyze and communicate financial information to disparate audiences.

• Must also have experience in Microsoft Office. Specifically Intermediate WORD skills and Advanced EXCEL skills.

• Treat external and internal clients professionally always.

• Demonstrate the core values and respect for fellow co-workers, internal and external clients.

• Level of professionalism regarding relationships, attitude, promoting and representing the department and company, and adhering to other policies as they are further described in the Employee Handbook.

• Ability to foster and maintain relationships with agency leaders, carriers, and other centers of influence

• Self-motivated and results-oriented

PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to communicate verbally and to listen for instructions and information. The employee is also required to sit for extended periods of time often in front of a computer monitor and operate a computer keyboard. The employee must occasionally lift and/or move up to twenty-five pounds. Specific vision abilities required include close vision, distance vision, color vision, depth perception, and ability to adjust focus.

Summary: This job description is intended to describe the normal level of work required by the person performing the work. The essential job functions outlined are primary duties and responsibilities. Other duties may be assigned as needs arise or as required.

This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.