Organizational Development Manager & Licensing Lead
Position Summary
This role is responsible for leading enterprise-wide organizational training, overseeing licensing and carrier appointment processes, and providing project management oversight for cross-functional initiatives. The role also serves as an active contributor to the agency’s Automation and Innovation Committee, supporting continuous improvement, scalability, and enterprise alignment.
Essential Duties & Responsibilities
Partner with department leaders and agency leadership to develop and maintain a cohesive, enterprise-wide organizational development framework that supports professional development, leadership capability, compliance awareness, and corporate standards.
Continuously evaluate organization development programs for consistency, quality, and effectiveness across the organization.
Collaborate with leaders to identify future enterprise-level training needs and agency-wide development priorities.
Oversee and coordinate corporate development initiatives that are organizational in nature (e.g., leadership development, professional skills, compliance awareness, enterprise tools).
Manage external development content contributors to ensure training delivery is consistent, high-quality, and aligned with agency standards.
Determine and recommend development resources, platforms, and delivery methods based on organizational need.
Serve as an active member of the Automation and Innovation Committee, contributing insights related to training enablement, licensing workflows, compliance, and process standardization.
Partner with the Director of IT to manage the vendor contracts to ensure best pricing and resources.
Identify and recommend opportunities to streamline, automate, or enhance training governance, licensing processes, and project workflows.
Partner with technology, operations, and leadership stakeholders to evaluate and support implementation of approved automation and innovation initiatives.
Support change adoption by ensuring training and documentation align with newly implemented tools or processes.
Serve as the primary lead for agency-wide licensing and carrier appointment strategy, execution, and oversight.
Manage individual and entity licensing processes across applicable states and lines of business, ensuring accuracy, timeliness, and compliance.
Oversee carrier appointment applications, renewals, and documentation requirements.
Establish, document, and maintain standardized licensing and carrier appointment processes.
Partner with leadership, compliance, and internal stakeholders to proactively identify and mitigate licensing or appointment risks.
Track licensing and appointment status, reporting on compliance, gaps, and upcoming requirements.
Qualifications & Experience
Education: Bachelor's degree - Required
Experience: Insurance knowledge - Preferred
Epic System knowledge - Preferred
Skills & Competencies
Strong business acumen with a thorough and detailed approach
Punctual, dependable and flexible
Interact with staff (at all levels) in a fast-paced environment, with an elevated level of professionalism, organization and confidentiality
Willingness to help customers, callers, visitors and coworkers, courteous pleasant friendly nature
Provide prompt, efficient and courteous service
Command of the English language with pleasant and clear speaking voice
Possess an extreme attention to detail, independent judgment along with keen decision-making skills
The majority of work will be done with the use of a Windows based personal computer
Individual must possess expert working knowledge of the following computer software: Microsoft Office Suite (Word, Excel, PowerPoint & Outlook), Internet/Search engines and have the aptitude for learning new technology and software easily (i.e. iPad (Efficiency Apps), Zoom, Microsoft Teams, Electronic Whiteboards, Projectors)
Why Work for Ansay?
Ansay is a growing, 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!
Core Values
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
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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.