Agency Acquisitions Project Manager

Brightway Insurance is hiring an Agency Acquisitions Project Manager to manage agency and book acquisitions from signed Letter of Intent through closing. The role coordinates due diligence, carrier and policy data, cross-functional workstreams, and handoffs to quality control and onboarding teams to accelerate closings and support deal integration.

Responsibilities:

• 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
• 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
• 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
• 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

Requirements:

• 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)
• high school diploma or equivalent required
• 3–5 years of experience in project management, operations, or a related field
• experience with CRM, workflow, or project management tools is a plus
• Bachelor's degree preferred
• 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