Ancillary Benefits Analyst

Amwins•Tampa, FL

4d•Hybrid

About The Position

Join Our Team as an Ancillary Benefits Analyst at Amwins Group Benefits! Are you ready to take on a detail-oriented, operations-focused role where you support proposal strategy, manage data integrity, and contribute directly to business efficiency? Amwins Group Benefits is seeking a Ancillary Benefits Analyst to support our Market Directors and Consulting teams through RFP coordination, Excel-based reporting, data management, and backend proposal operations that help deliver best-in-class service and solutions to our broker and client partners. As an Ancillary Benefits Analyst this includes coordinating RFPs, managing carrier communications, supporting implementation, and ensuring accurate and timely processing of client deliverables. This role is ideal for someone who thrives in a fast-paced environment and is looking to build a strong foundation in account management.

Requirements

1–3+ years of experience in employee benefits, insurance, or administrative/account support roles preferred.
Bachelor’s degree preferred.
Life & Health Insurance License preferred or willingness to obtain.
Strong organizational, time management, and communication skills.
Detail-oriented, proactive, and eager to learn in a fast-paced environment.
Proficient in Microsoft Office (Excel, Outlook, Word.)
Self-starter who can operate with a high level of autonomy while collaborating within a team.

Responsibilities

RFP Coordination: Collect and review data, prepare RFP materials, send to carriers, and track responses.
Marketing Support: Assist in building and maintaining marketing analysis and obtaining revisions as needed.
Carrier Communication: Follow up with carriers on quotes, updates, and outstanding items.
Implementation Support: Assist with sold case paperwork, submission to carriers, and tracking through first invoice.
Renewals: Proactively pull renewal reports, assist with market checks, and update systems accordingly.
BOR Management: Prepare and submit Broker of Record (BOR) letters and track completion with carriers.
Data & System Management: Accurately input and maintain client information and documentation in internal systems (e.g., Agency Smart).
Project Coordination: Manage task tracking and timelines to ensure deadlines are met.
Communication Liaison: Support communication between internal teams, carriers, and brokers.
Quality & Accuracy: Ensure completeness and accuracy of all client deliverables and documentation.
Workload Prioritization: Effectively manage high-volume tasks and shifting priorities.