M&A 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

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