Director of Integration

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. 

Educational Qualifications

• A bachelor's degree or relevant experience in acquisition and integration processes

Professional Experience

• M&A Experience: 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: Significant experience leading complex, large-scale post-merger integration programs is essential. 

•  Project Management: 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 the Know Your Rights notice from the Department of Labor.