Agency Acquisitions Project Manager
-
Business
Operations Management, Business Administration, Client Relationship Management, Business Analyst -
Management
Operations Management, Business Administration, Client Relationship Management, Business Analyst
Job Description & How to Apply Below
Current job opportunities are posted here as they become available.
Established in 2008, Brightway is proud to be one of the fastest-growing insurance agency systems in the United States. With over 350 franchises spanning 35+ states and an impressive $1.3 billion in annual premiums, we rank among the nation’s largest privately owned property and casualty insurance distribution companies. We support our agency owners with comprehensive back-office services, marketing resources, and continuous learning and development.
We are embarking on the next stage of our customer‑centric growth, driven by innovation from our talented associates and the application of cutting‑edge technologies. This growth has opened doors for creative thinkers who thrive in a diverse and collaborative culture. As a Brightway team member, you'll engage in exciting projects that are reshaping the industry, working alongside a dedicated team committed to delivering exceptional customer service and safeguarding our clients' most valuable assets.
-----------------------------------------------------------------------------------------------------------------------------------------
ScopeBrightway is seeking an Agency Acquisitions Project Manager to own end-to-end project management for agency and book acquisitions from Letter of Intent (LOI) through close. As the operational backbone of Brightway’s M&A program, this role ensures every acquisition—whether a franchise conversion or a jointly structured book purchase—moves efficiently from signed LOI to a fully integrated, closed deal.
This role sits at the intersection of operations, carrier relations, and cross‑functional coordination. The ideal candidate is a highly organized, detail‑oriented project manager who can manage multiple concurrent deals, hold internal and external partners accountable to deadlines, and keep closings on track. This position offers regular visibility to Brightway’s leadership team and the opportunity to help scale a critical growth function.
The primary objective of this role is to accelerate deal closings and reduce the time from LOI to close by managing the full lifecycle of each acquisition with rigor, urgency, and clear communication.
Role OverviewThe Agency Acquisitions Project Manager leads each acquisition through the post-LOI process. Brightway’s M&A program includes two primary deal types:
- Franchise Conversions — Brightway acquires an independent agent’s book of business, and the agent converts their existing agency into a Brightway franchise.
- Book Acquisitions — Brightway jointly purchases a book of business with an existing Brightway franchisee.
Across both deal types, this role coordinates due diligence, gathers policy‑level and carrier information, ensures data is organized and delivered to the QC team for entry into the agency management system, and drives all work streams through closing.
Job Responsibilities1. Deal Project Management
- Own the project plan, milestone timeline, and deal calendar for each active acquisition from LOI through close.
- Maintain a master deal tracker with status, open items, owners, dependencies, and target close dates.
- Manage process checklists and keep all work streams moving in parallel.
- Proactively identify risks, remove roadblocks, and escal…
- Act as the primary post-LOI point of contact for internal stakeholders, external partners, and acquisition participants.
- Collect, organize, and track all due diligence materials required to evaluate, process, and close each deal.
- Follow up with agents, carriers, and internal teams to ensure materials are complete and received on time.
- Maintain organized, audit‑ready documentation for each acquisition.
- Partner with Brightway’s carrier team and, when needed, carriers directly…
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).