Agency Acquisitions Project Manager

About Brightway

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.

-----------------------------------------------------------------------------------------------------------------------------------------

Scope

Brightway 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 Overview

The 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 workstreams through closing.

Job Responsibilities

1. 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 workstreams moving in parallel.
• Proactively identify risks, remove roadblocks, and escalate complex issues to the right stakeholders with a clear path to resolution.
• Act as the primary post-LOI point of contact for internal stakeholders, external partners, and acquisition participants.

2. Due Diligence Coordination

• 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.

3. Carrier Coordination & Policy Data

• Partner with Brightway’s carrier team and, when needed, carriers directly to obtain policy lists and book-level information for each acquired book of business.
• Track carrier appointment transfers and code migrations required to bring new agents into Brightway’s systems.
• Learn and document carrier-specific processes for book transfers to ensure consistency and replicability across deals.

4. QC & System Integration

• Compile and present policy information to the QC team in the format required for entry into the agency management system.
• Monitor data completeness and accuracy; flag discrepancies and work with relevant parties to resolve.
• Ensure a seamless handoff to the QC and onboarding teams so each deal closes cleanly and transitions smoothly.

5. Agen