Mergers and Acquisitions Leader

About the role

Brightway is a fast-growing insurance agency system with over 350 franchises in 35+ states and $1.3 billion in annual premiums. We support agency owners with comprehensive back-office services, marketing resources, and continuous learning and development. We are now seeking an Agency Acquisitions Leader to lead our M&A program.

Scope

The Agency Acquisitions Leader is responsible for driving franchise growth and market expansion through agency acquisition. This role sources, recruits, and closes high-performing insurance agents and teams by clearly articulating the Brightway value proposition across technology, service, support, and culture. The position plays a critical role in increasing written premium, expanding Brightway's agency footprint, and growing market share in priority geographies.

Core Responsibilities

• Recruit New Franchises via Book Acquisition
• Identify, target, and recruit high-performing independent insurance agents.
• Conduct discovery meetings to understand agent growth orientation, challenges, and priorities.
• Pitch the Brightway platform, brand, marketing, and technology stack.
• Negotiate and close franchise conversions of existing agencies to Brightway via book of business acquisition.
• Work collaboratively across operations, legal, finance, and compliance to get deals over the finish line.
• Pipeline Development
• Partner with the Head of M&A to improve the conversion of the pipeline of prospective agents and producers.
• Partner with local agents and referral partners to identify strong referral agent candidates.
• Use Salesforce to track prospects and engagement.
• Execute outbound outreach campaigns.
• Market Intelligence
• Analyze the competitive landscape within target geographic markets and understand insurance-specific market dynamics.
• Track top-performing agencies.
• Identify those who (1) are growth-oriented and strong fits with the Brightway culture; (2) more likely to consider a transition to Brightway; and 3) are sufficiently capitalized with the right experience to position them for success.

Experience, Licenses, & Education

• Bachelor’s degree in finance, business, economics, or a related field
• 8–12+ years of experience in one or more of the following areas:
• Insurance agency acquisitions
• Insurance distribution
• Insurance agency Management
• Property & casualty insurance industry experience required
• Experience working with insurance carriers and independent agency models
• Familiarity with franchise network growth models strongly preferred
• Demonstrated success sourcing opportunities through industry networks, referral partners, or aggregator relationships
• Strong background in the property & casualty insurance industry, with working knowledge of franchise development and mergers and acquisitions
• Deep understanding of the insurance agency distribution ecosystem
• Familiarity with insurance carrier relationships and partnership dynamics
• Experience working with or alongside insurance agency networks
• Demonstrated ability to generate deal flow through referral partners, brokers, and industry relationships
• Strong financial acumen, including valuation analysis and transaction structuring
• Exceptional negotiation and relationship-building skills
• Proven ability to thrive in high-growth, performance-driven environments
• Proficiency with CRM and pipeline management tools

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.