Lead the successful integration of newly acquired agencies to drive value realization, operational alignment, and achievement of strategic business objectives. Responsibilities include developing and executing integration strategies, leading cross-functional teams, overseeing project plans and performance metrics, managing risks, coordinating Day One readiness activities, fostering cultural integration, and serving as a key liaison between Ansay and acquired organizations.
Post Closing Integration Strategy & Planning
- Lead and coordinate all post-close integration activities for newly acquired agencies.
- Define post-close integration strategies that align with the transaction’s strategic intent, deal structure, earn-out framework, and long-term partnership approach.
- Develop and maintain a repeatable integration playbook, timeline, checklist, communication cadence, milestones, escalation protocols, risk mitigation plans, and success metrics for each acquired agency.
- Establish consistent integration principles and frameworks that can be repeated and scaled across multiple acquisitions.
M&A Lead Sourcing & Relationship Development
- Partner with the Chief Development Officer and M&A Team to assess prospective opportunities and support pipeline development.
- Participate in early-stage conversations with agency owners to understand their goals, concerns, culture, employee dynamics, and long-term succession needs.
Leadership & Cross-Functional Coordination
- Serve as the primary integration quarterback, coordinating priorities across leadership, operations, HR, technology, sales, finance, marketing, compliance, and agency teams while minimizing disruption to ongoing business operations.
- Act as the primary liaison between Ansay leadership and acquired owners, operators, and leadership teams.
Cultural Integration & Change Management
- Lead the cultural migration of acquired agencies into Ansay’s values, expectations, leadership practices, operating rhythm, and performance standards.
- Build trust with former owners, producers, service teams, managers, and employees throughout the transition.
- Execute transparent communication and change management strategies that reduce uncertainty, foster trust, and support employee engagement.
- Identify potential cultural risks and develop proactive strategies to address concerns early.
- Promote adoption of The Ansay Way while respecting local agency identity, relationships, and historical strengths.
- Support carrier alignment, market access planning, strategic carrier communication, carrier licensing, and growth opportunities during integration.
- Help producers and service teams understand Ansay’s carrier strategy, marketplace relationships, resources, and growth expectations.
Human Capital, HR & Organizational Alignment
- Partner with HR to coordinate employee onboarding, benefits transition, role clarity, policy alignment, and employee communications.
- Evaluate organizational structures, staffing models, leadership roles, and talent needs within newly acquired agencies.
- Support talent retention strategies, succession planning, employee engagement, leadership development, staffing gap identification, training needs, and employee support requirements during integration.
- Serve as a trusted point of contact for employee concerns, integration questions, and transition-related issues.
Operations, Workflow & Client Experience
- Collaborate with operational leaders to assess agency workflows, service models, operational practices, client experience standards, office needs, and opportunities to improve consistency, scalability, efficiency, and accountability.
Stakeholder Communication & Governance
- Provide regular, structured integration status updates to the Chief Development Officer, M&A Team, and executive leadership on progress, risks, key decisions, and required support.
- Facilitate LATD steering committee meetings to maintain alignment and momentum.
- Ensure clear documentation, communication cadence, and accountability throughout the integration lifecycle.
Continuous Improvement & Best Practices
- Capture lessons learned from each integration to strengthen Ansay’s overall M&A integration approach and improve speed, consistency, and employee experience over time.
- Serve as a thought partner to executive leadership on acquisition readiness, integration design, and scalable best practices.
Qualifications and Requirements
- A strong background in business, extensive experience in managing large-scale integrations, and strategic leadership skills. This role requires a leader who can orchestrate complex, cross-functional projects to ensure a smooth transition and maximize value from an acquisition.â¯
Educational Qualifications
- A bachelor's degree or relevant experience in acquisition and integration processes
Professional Experience
M&A Experience:â¯10 years of experience in corporate development, M&A, integration management, or strategic operations is typically required, with a focus on M&A execution.
Integration Leadership:â¯Significant experience leading complex, large-scale post-merger integration programs is essential.
Project Management:â¯Demonstrated experience and strong skills in project or program management are necessary to lead complex integrations with numerous workstreams.
Why Work for Ansay?
Ansay is a growing, family owned, employee-focused insurance agency with strong community roots. We value collaboration, continuous improvement, and professional growth, and we invest in our people through training, technology, and career development opportunities.
At Ansay & Associates we believe in building lasting relationships and bringing every customer a level of service that exceeds expectations - It’s the Ansay Way! As such the following core values guide our behaviors: Respect – Compassionate and Loyal Integrity – Honesty and Trustworthy, Accountability – Responsible for Actions & Results, Passion – Unfailing Dedication & Pride In Work, Positive “I Can Do” Mentality – Constant, Never-Ending Improvement, Excellence / Professionalism – High Expectations & Pursuit of Opportunities to further our Capabilities
Benefits & Perks
- Competitive compensation
- Medical, dental, and vision insurance
- 401(k) with company match
- Paid time off and paid holidays
- Professional development and designation support
- Career growth opportunities
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review theâ¯Know Your Rightsâ¯notice from the Department of Labor.