Organizational Development Manager & Licensing Lead

Ansay & Associates•Port Washington, WI

About The Position

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.

Requirements

Bachelor's degree
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
Expert working knowledge of Microsoft Office Suite (Word, Excel, PowerPoint & Outlook), Internet/Search engines
Aptitude for learning new technology and software easily (i.e. iPad (Efficiency Apps), Zoom, Microsoft Teams, Electronic Whiteboards, Projectors)
Excellent interpersonal communication skills, both written and verbal.
Adept at establishing relationships with all parties involved, a team player.

Nice To Haves

Insurance knowledge
Epic System knowledge

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 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.