Amwins
Insurance Brokerage- Relationship Management Associate
4725 Piedmont Row Drive Suite 600 Charlotte, North Carolina 28210
Sponsorship not specifiedDetected 21 hours ago
SQLData AnalysisData VisualizationProject ManagementCRMAccount ManagementExcelM&ACommunicationCollaborationMentoringPublic SpeakingOrganizational SkillsMicrosoft Office
About the role
- This role is ideal for someone who enjoys using Microsoft Excel, PowerPoint, performance reporting, AI/Claude tools and data analysis to help teams make informed decisions and strengthen client relationships.
- Your work will help equip brokers with actionable data, strengthen retail client engagement, and improve outcomes for clients and brokers.
- This is a high-impact opportunity for someone who wants exposure to national and regional client strategies, enjoys working in a data-rich environment, and is motivated by helping others succeed.
Responsibilities
- Client Relationship & Broker Support
- Partner with National Relationship Managers to execute engagement strategies that strengthen broker and retail client connectivity.
- Support brokers with data, resources, and communication tools that reinforce retail wholesale strategy and improve client engagement.
- Support regional communication efforts by maintaining key points of contact and aligning client needs with Amwins expertise.
- Build, update, and deliver internal reports, retail client quarterly reports, dashboards, and executive-ready PowerPoint presentations.
- Use Excel to organize, analyze, validate, and summarize relationship and performance data.
- Maintain and update the Retail Client database in partnership with the Amlink Support team to support accurate relationship tracking and reporting.
- Lead project management across Relationship Management, Finance, and field teams to communicate timely updates tied to defined retail performance metrics.
- Manage internal communications related to Retail Client M&A activity, new leads, and emerging opportunities to ensure visibility across key stakeholders.
- Partner with field teams on retail client events and opportunities, bringing the right Amwins resources forward to support stronger outcomes.
Requirements
- Ability to break down complex tasks into clear steps and engage stakeholders.
- Experience supporting projects from planning through completion.
- Qualifications
- Strong Microsoft Office skills, especially Excel and PowerPoint. Experience with Power BI, SQL, CRM systems, or reporting tools is a plus.
- AI literacy as a tool to help teams make informed decisions and optimize client engagement.
- Experience building reports, analyzing data, and preparing presentations.
- Core Competencies
- Analytical thinker with strong attention to detail.
- Strong written and verbal communication skills.
- Client-focused and service-oriented, with a belief that success comes from helping others succeed.
- Collaborative, team-oriented, and comfortable working with stakeholders across functions and geographies.
Nice to have
- Bachelor's degree or higher
- coursework in Business, Finance, Analytics, Communications, or a related field preferred.
- Strong Microsoft Office skills, especially Excel and PowerPoint.
- Experience with Power BI, SQL, CRM systems, or reporting tools is a plus.
- Insurance, sales support, relationship management, or account management experience preferred but not required.
This listing is sourced directly from Amwins's careers page and normalized into a canonical job model.