Brightway Insurance

Mergers and Acquisitions Leader

Brightway Insurance$120K — $150K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in finance, business, or economics.
  • 8-12+ years in insurance agency acquisitions or distribution management.
  • Strong property & casualty insurance experience required.
  • Knowledge of franchise network growth models preferred.
  • Proven track record of generating deal flow through industry relationships and referral partners.

Responsibilities

  • Identify and recruit top independent insurance agents.
  • Conduct meetings to assess agent needs and growth potential.
  • Pitch Brightway's services and technology platform.
  • Negotiate agency conversions into Brightway franchises.
  • Collaborate across departments to finalize acquisition deals.
  • Work on enhancing lead conversion with the Head of M&A.
  • Analyze market dynamics and track high-performing agencies.

Benefits

  • Flexible work environment with options for remote work.
  • Comprehensive healthcare benefits including dental and vision.
  • Extensive training and professional development opportunities.
  • Supportive company culture with a focus on employee growth.
  • Potential for performance-based bonuses and incentives.
Full Job Description
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

About Brightway Insurance

Brightway Insurance is a national property/casualty insurance retailer selling through a network of franchised independent stores throughout the United States. The company was founded in 2003 by David Miller and Michael Miller. Brightway Insurance offers customized home, condo, renters, auto, flood, RV, motorcycle, boat, ATV, life and umbrella insurance policies from numerous insurance brands. The company has been recognized by Entrepreneur magazine as the No. 1 insurance franchise in America.
Learn more about Brightway Insurance
Size
200 employees
Industry
Founded
2003

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