Job Description
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.Pay:$90,000.00 - $105,000.00 per year Benefits:401(k) Dental insurance Health insurance Paid time off Work Location:Hybrid remote in Portsmouth, NH 03801.