Director of Integration

About the Role

Lead the successful integration of newly acquired agencies to drive value realization, operational alignment, and achievement of strategic business objectives.

Responsibilities

• Develop and execute post-closing integration strategies that align with the transaction’s strategic intent, deal structure, earn-out framework, and long-term partnership approach.
• Create 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 scaled across multiple acquisitions.
• 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.
• Serve as the primary integration lead, coordinating priorities across leadership, operations, HR, technology, sales, finance, marketing, compliance, and agency teams while minimizing business disruption.
• Act as the primary liaison between Ansay leadership and acquired owners, operators, and leadership teams.
• Lead cultural integration, fostering alignment with Ansay’s values, expectations, leadership practices, and performance standards.
• Build trust with former owners, producers, service teams, managers, and employees throughout the transition.
• Execute transparent communication and change management strategies to reduce uncertainty 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 and historical strengths.
• Support carrier alignment, market access planning, strategic carrier communication, carrier licensing, and growth opportunities during integration.
• 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, and training needs.
• Collaborate with operational leaders to assess agency workflows, service models, operational practices, and client experience standards.
• Provide regular integration status updates to the Chief Development Officer, M&A Team, and executive leadership on progress, risks, and key decisions.
• Facilitate steering committee meetings to maintain alignment and momentum.
• Capture lessons learned from each integration to strengthen Ansay’s overall M&A integration approach.
• Serve as a thought partner to executive leadership on acquisition readiness, integration design, and scalable best practices.

Requirements

• 10 years of experience in corporate development, M&A, integration management, or strategic operations, with a focus on M&A execution.
• Significant experience leading complex, large-scale post-merger integration programs.
• Demonstrated project or program management skills to lead integrations with numerous workstreams.
• Bachelor’s degree or relevant experience in acquisition and integration processes.

About 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 delivering service that exceeds expectations—It’s the Ansay Way! Our 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

• 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