Agency Acquisitions Project Manager

Brightway Insurance; United States; Remote; USD 80,000 - 120,000; Full time

Job summary

Brightway Insurance is seeking an Agency Acquisitions Project Manager to own end-to-end project management for agency and book acquisitions from LOI through close. This role operates as the operational backbone of Brightway’s M&A program, coordinating due diligence, policy data, and cross-functional teams to drive timely closings.

The ideal candidate brings strong project management, insurance industry knowledge, and a track record of guiding complex deals from LOI to close in a fast-growing

Qualifications

• Bachelor’s degree preferred; high school diploma or equivalent required.
• 3–5 years of experience in project management, operations, or a related field.
• Experience in insurance—strongly preferred.
• Familiarity with insurance carrier appointment processes and/or policy data systems a plus.
• Experience in a transactional, M&A, or deal-driven environment is a plus, but not required.
• Property & Casualty license is a plus, or willingness to obtain one.

Responsibilities

• Own the project plan, milestone timeline, and deal calendar for each 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.
• 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.

Skills

Project management

Attention to detail

Communication

Ownership & accountability

Insurance processes

Judgment

Time management

Team player

Education

Bachelor’s degree preferred

High school diploma or equivalent required

Tools

Microsoft Office

CRM

Project management tools

Job description

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.

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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 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 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. Agent Communication & Onboarding Support

• Serve as a key point of contact for incoming agents during the acquisition process, setting clear expectations and providing timely updates.
• Conduct orientation calls with new agents as needed to explain the appointment and migration process.
• Manage inbound requests from internal and external partners and follow up on action items appropriately.

Skills, Licenses, Certifications

• Strong project management skills, including the ability to build and manage timelines, own deliverables, and drive work to completion across multiple concurrent deals.
• Exceptional attention to detail and commitment to accuracy in a high‑stakes environment.
• Strong communicator able to convey information clearly and concisely to agents, carriers, and senior leadership.
• Proactive, service‑oriented mindset with a strong sense of ownership and follow-through.
• Ability to understand and navigate insurance carrier processes and operations.
• Strong independent judgment and sound decision‑making under time pressure.
• Excellent time‑management skills, with the ability to prioritize across a portfolio of active deals and manage competing demands.
• Team player who can both contribute independently and rely on cross‑functional colleagues to move deals forward.
• Demonstrates Brightway values of Smart, Accountable, and Trustworthy.
• Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint); experience with CRM, workflow, or project management tools is a plus.

Education and Experience

• Bachelor’s degree preferred; high school diploma or equivalent required.
• 3–5 years of experience in project management, operations, or a related field.
• Experience in insurance—whether with an agency, carrier, or insurance operations team—strongly preferred.
• Familiarity with insurance carrier appointment processes and/or policy data systems a significant plus.
• Experience in a transaction, M&A, or deal‑driven environment is a plus, but not required.
• Property & Casualty insurance license is a plus, or willingness to obtain one.

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Equal Employment Opportunity:

Brightway Insurance is committed to creating a diverse and inclusive workplace that values and respects the contributions of all individuals. We are an equal opportunity employer and do not discriminate based on race, color, national origin, sex, age, disability, religion, sexual orientation, gender identity, or any other characteristic protected by applicable law.

We believe that a diverse workforce is essential to our success and fosters innovation, creativity, and collaboration. Our goal is to provide a work environment that is free from discrimination and harassment, where everyone has an equal opportunity to succeed and grow.