Mergers and Acquisitions Leader

Job Description

Job Description

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.

Brightway is entering its next phase of accelerated national expansion and is seeking an Agency Acquisitions Leader to lead high-impact growth initiatives within its newly established M&A program. This leader will drive two primary channels of growth: converting independent agency owners into Brightway franchisees through the acquisition of a portion of their commission revenue stream, and acquiring books of business from agents pursuing a full exit.

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Scope:

The Agency Acquisitions Leader is responsible for driving franchise growth and market expansion through agency acquisition. Acting as an enterprise sales leader, 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.

This leader will build and execute an M&A engine that delivers measurable growth across three core outcomes:

• New franchise owners entering the Brightway system
• Strategic acquisitions of independent agencies
• A scalable pipeline of growth opportunities sourced through outbound outreach, industry relationships, and referral networks

This role is designed for a deal-oriented growth leader who thrives in high-performance environments and can source, structure, and close expansion opportunities through outbound outreach, relationship networks, referral partners, and strategic intermediaries.

The leader will complement Brightway’s digital sourcing and lead-generation strategies with relationship-driven deal flow, partnering closely with the Head of M&A to advance prospects through the pipeline to signed letters of intent. The primary objective is to recruit top-performing, growth-oriented insurance entrepreneurs and convert their existing agencies into Brightway franchises.

The ideal candidate brings deep property & casualty insurance experience, strong knowledge of insurance agency operations, and a solid understanding of franchise network models.

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

• Work 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 and 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

Preferred Licenses:

• Property & Casualty insurance license, or the ability 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.