AI Automation Lead

About Avery Insurance

Avery Insurance is a dynamic and growing independent insurance agency dedicated to

providing thoughtful insurance solutions to successful individuals, families, and businesses.

For more than 126 years, our commitment to innovation, service, and strong client

relationships has helped us build a reputation for excellence.

As a family-owned and operated agency, we believe our team is our greatest asset. We are

committed to creating an environment where talented professionals can grow, contribute,

and build meaningful careers while helping our clients protect what matters most.

Position Overview

Avery Insurance is building a modern, high-touch advisory firm focused on serving affluent

individuals, families, and business owners.

We are seeking an AI & Automation Lead to help us redefine what a best-in-class client

experience looks like - by embedding AI and intelligent systems into every part of our

business.

This role is not about building AI models - it is about operationalizing AI to enhance

relationships, elevate service, and drive growth.

You will work directly with leadership to turn strategy into execution and help build a firm

that is both highly personal and highly scalable.

Key Responsibilities

• Design and implement AI-enabled workflows to enhance client experience across onboarding, renewals, and claims.
• Audit current sales, service, and operational workflows to identify opportunities for improvement.
• Build and deploy automation systems using AI tools, CRM platforms, and workflow automation software.
• Improve claims experience through proactive communication and streamlined internal processes.
• Support producers with AI tools for prospecting, meeting preparation, and client follow-up.
• Train and coach team members on new tools and ensure adoption across the organization.
• Develop SOPs, workflows, and internal playbooks to support consistency and scalability.
• Track performance metrics and continuously optimize systems and processes.

Required Qualifications

• 3–8 years of experience in operations, consulting, systems design, or a related field.
• Experience with CRM platforms such as HubSpot or Salesforce.
• Experience with automation tools such as Zapier, Make, or Power Automate.
• Familiarity with AI tools such as ChatGPT or similar platforms.
• Strong systems thinking and ability to translate strategy into execution.
• Excellent communication and organizational skills.

Preferred Qualifications

• Experience in insurance or a high-touch service environment.
• Experience building workflows or systems from the ground up.
• Background in revenue or business operations.

Why Join Our Team

This role offers a unique opportunity to build and shape a critical function within a growing

agency. You will work directly with leadership, have high visibility across the organization,

and play a key role in defining how we scale while maintaining a personalized client

experience.

Work Arrangement

This position offers a remote or hybrid work arrangement with time split between remote

work and in-office collaboration at Avery Insurance’s Wolfeboro or Portsmouth, New

Hampshire offices.

Benefits

Avery Insurance offers a competitive and comprehensive benefits package designed to

support the well-being and professional growth of our employees, including:

• Flexible health coverage through an Individual Coverage Health Reimbursement Arrangement (ICHRA)
• Dental insurance
• Company-paid life insurance and AD&D coverage
• Company-paid short-term and long-term disability insurance
• 401(k) retirement plan with employer contribution
• Paid parental leave for eligible employees
• Generous paid time off and paid holidays
• Volunteer time off
• Wellness incentive program
• Professional development and continuing education support

Equal Opportunity Employer

Avery Insurance is an equal opportunity employer and values diversity within our

organization. We are committed to building an inclusive workplace where employees can

grow and succeed.