Client Integration Manager Jobs in Pleasant Grove, UT

As the Manager of Accounting Acquisition Process Integration at Arthur J. Gallagher, one of the largest insurance brokerage companies globally, you will lead the charge in building and empowering a high-performing team that is client-focused and capable of collaborating across diverse teams to deliver seamless acquisition integrations. This role emphasizes leadership, team development, and fostering a culture of accountability and excellence to ensure deliverable dates are met and integration processes are executed smoothly.

You will play a critical role in driving operational success by aligning transactional accounting functions—including banking, cash application, special handling, payables, premium billing, and direct bill commission processing—with the company’s strategic objectives.

Your ability to inspire and lead a team while maintaining a client-centric approach will be key to ensuring successful integration outcomes.

Key Responsibilities:

1. Team Leadership and Development:
• Build, mentor, and lead a high-performing team that is client-focused and committed to delivering excellence in acquisition integrations.
• Foster a collaborative and inclusive team culture that encourages innovation, accountability, and continuous improvement.
• Provide coaching and professional development opportunities to enhance team capabilities and ensure alignment with organizational goals.
2. Client-Focused Integration Strategy:
• Develop and execute integration plans that prioritize client needs and ensure seamless transitions of transactional accounting functions.
• Collaborate with cross-functional teams to define integration milestones, timelines, and resource requirements, ensuring deliverable dates are met.
• Maintain a strong focus on delivering value to clients throughout the integration process.
3. Cross-Team Collaboration:
• Act as a bridge between accounting teams, business units, insurance carriers, brokers, and external partners to ensure alignment and effective communication.
• Facilitate collaboration across diverse teams to address challenges, resolve discrepancies, and achieve integration objectives.
• Promote a unified approach to integration efforts, ensuring all stakeholders are engaged and informed.
4. Deliverable Management:
• Oversee the execution of integration activities, ensuring all deliverables are completed on time and meet quality standards.
• Implement robust project management practices to track progress, identify risks, and address issues proactively.
• Ensure compliance with regulatory requirements, industry standards, and corporate policies throughout the integration process.
5. Transactional Accounting Integration:
• Lead the integration of transactional accounting functions, including banking, cash application, special handling, payables, premium billing, and direct bill commission processing.
• Develop standardized workflows and controls to enhance efficiency, accuracy, and transparency in accounting processes.
• Collaborate with NAC teams (Accounts Receivable, Billing, Accounts Payable, Senior Leadership Team) to ensure smooth transitions and proper controls.
6. Change Management and Training:
• Develop and implement change management strategies to prepare teams for new processes, systems, and controls introduced during the integration.
• Provide training and support to transactional teams and operational staff to ensure readiness and confidence in executing new workflows.
• Communicate integration objectives and progress updates effectively to all stakeholders, fostering alignment and collaboration.

Required:

• Bachelor's degree and 7 years of related experience required.
• Requires broad general accounting knowledge, including FASB and GAAP regulations.
• Requires in-depth knowledge of the insurance brokerage business.
• Proficient in Microsoft Excel and Word.
  

Preferred: 

• Ability to learn and become proficient in EPIC and various Insurance Agency Management Systems.
• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field; CPA or equivalent certification preferred.
• 10+ years of experience in transactional accounting roles within the insurance brokerage or financial services industry, with a focus on premium and commission processing.
• Proven experience in leading and managing integration projects, with strong project management and change management expertise.
• Exceptional leadership and team-building skills, with a focus on fostering a client-centric and collaborative culture.
• Strong ability to work across diverse teams and build relationships with stakeholders at all organizational levels.
• Excellent organizational and time management skills to prioritize tasks and meet deliverable dates effectively.
• In-depth knowledge of insurance accounting principles, regulatory requirements, and industry best practices.
• Strong analytical and problem-solving abilities, with a strategic mindset.
• Willingness to travel as needed to acquisition partners and corporate headquarters.
• Proficiency in accounting software and Microsoft Office applications.

This role offers an exciting opportunity to lead and shape a team that is client-focused, collaborative, and committed to delivering seamless acquisition integrations. Your leadership will be instrumental in driving operational excellence and contributing to Arthur J. Gallagher’s continued growth and success.

#LI-TL1

#APIntegration

At Gallagher, we believe supporting our colleagues goes far beyond the role itself. For more information, visit our Benefits page.

• Competitive compensation
• Comprehensive benefits programs designed to support your well-being 
• Career development opportunities and ongoing learning 
• A collaborative, people-first culture with accessible leadership 
• The opportunity to do meaningful work with global reach and local impact 

At Gallagher, we are dedicated to building an inclusive and authentic workplace. If your past experience doesn’t align perfectly, we encourage you to join our Talent Community to stay connected to additional career opportunities. At times, we will consider transferable skills from previous roles.

Gallagher is an affirmative action/equal opportunity employer (Minorities/Females/Veterans/Disabled)

Required:

• Bachelor's degree and 7 years of related experience required.
• Requires broad general accounting knowledge, including FASB and GAAP regulations.
• Requires in-depth knowledge of the insurance brokerage business.
• Proficient in Microsoft Excel and Word.
  

Preferred: 

• Ability to learn and become proficient in EPIC and various Insurance Agency Management Systems.
• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field; CPA or equivalent certification preferred.
• 10+ years of experience in transactional accounting roles within the insurance brokerage or financial services industry, with a focus on premium and commission processing.
• Proven experience in leading and managing integration projects, with strong project management and change management expertise.
• Exceptional leadership and team-building skills, with a focus on fostering a client-centric and collaborative culture.
• Strong ability to work across diverse teams and build relationships with stakeholders at all organizational levels.
• Excellent organizational and time management skills to prioritize tasks and meet deliverable dates effectively.
• In-depth knowledge of insurance accounting principles, regulatory requirements, and industry best practices.
• Strong analytical and problem-solving abilities, with a strategic mindset.
• Willingness to travel as needed to acquisition partners and corporate headquarters.
• Proficiency in accounting software and Microsoft Office applications.

This role offers an exciting opportunity to lead and shape a team that is client-focused, collaborative, and committed to delivering seamless acquisition integrations. Your leadership will be instrumental in driving operational excellence and contributing to Arthur J. Gallagher’s continued growth and success.

#LI-TL1

#APIntegration