Ancillary Benefits Associate Client Manager

Amwins • Tampa, FL

5d • Hybrid

About The Position

Amwins Group Benefits is seeking a Client Manager to support our Market Directors and Consulting teams in delivering best-in-class service and solutions to our broker and client partners. As an Associate Client Manager, you will play a key role in managing broker and client relationships while supporting the growth and retention of a block of business. This role blends operational execution with strategic consulting, including plan recommendations, carrier negotiations, and hands-on service support.

Requirements

• 0–3 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.

Benefits

• Hybrid work environment
• Flexible scheduling options
• Competitive benefits package from day one
• Generous Paid Time Off (PTO)
• Paid holidays
• Collaborative, education-focused work environment
• Annual Bonus Program

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level