BenAdmin Client and Broker Success Manager

Amwins•Charlotte, NC

20d•Onsite

About The Position

Amwins is the industry leader because we hold ourselves accountable to deliver results – for our employees, our clients, our markets and our shareholders. We’ve built a workplace where talent is valued and success is celebrated. With a focus on service, to our clients as well as our communities, our culture is defined by supporting each other. In this team-driven environment, Amwins creates the perfect place for you to grow your career with built-in support and opportunity to advance your knowledge base. At Amwins, our people are our greatest asset. We hire the best talent in the industry and provide our employees with the tools to deliver innovative insurance solutions. We believe that by taking care of our employees, they will take care of our clients and the cycle will perpetuate. Join our team as a BenAdmin Client and Broker Success Manager. Learn more about us at amwins.com. We are seeking a strategic, detail-oriented and tech-savvy BenAdmin Client and Broker Success Manager to join our team. In this role, you serve as a strategic partner to brokers and clients advising on BenAdmin strategy and solutions. This role is the relationship manager between employer client, broker, internal BenAdmin Specialist, and other internal teams. Responsible for implementation planning, project management, platform review and training of clients and brokers. This role requires expertise and understanding in Employee Navigator benefits platform, experience in complex client structures, collaborating with brokers, clients and internal teams. You will play a critical role in ensuring broker enablement and client success within the BenAdmin team.

Requirements

4+ years of experience supporting benefits technology, with Strong project management and stakeholder coordination skills.
Ability to translate complex concepts into clear, client friendly communication.
High degree of comfort working cross-functionally with sales, clients, brokers and technical teams.
Proven hands-on experience with benefits administration platforms such as Employee Navigator, Ease, bswift, Benefitfocus, PlanSource, ADP, or similar.
Proficiency in Microsoft Excel and Outlook; comfortable working with structured data, mapping logic, and data validation.
Advanced problem-solving skills with an analytical mindset and attention to detail.
Strong knowledge of employee benefits, including eligibility logic, plan structure, and relevant compliance standards (ACA, COBRA, HIPAA).
Demonstrated ability to communicate effectively, with confidence in working directly with brokers, carriers, and internal stakeholders.
Excellent interpersonal skills, with a team-oriented mindset and a collaborative work style.
Ability to manage multiple priorities and meet tight deadlines in a dynamic, fast-paced environment.
Experience mentoring or coaching junior team members.

Nice To Haves

Experience with Employee Navigator is a strong plus.

Responsibilities

Serve as a strategic partner to brokers, advising on Employee Navigator and BenAdmin service strategy.
Support Sales teams during broker and client prospecting by participating in BenAdmin services discussions, demos, and discovery calls.
Consult brokers on ENav migration approaches, timelines, and best practices.
Clearly define service scope, process, and expectations for brokers and employer clients.
Function as the quarterback of the relationship between Employer Client, Broker, BenAdmin Specialist, and internal sales teams.
Own implementation planning, platform review, training, and adoption including: Defining timelines and milestones, Clarifying client, broker, and Amwins responsibilities, Managing communication and status updates throughout build, OE, and connection setup.
Obtain, validate, and submit all required implementation paperwork and intake documentation.
Lead client kickoff calls, OE readiness meetings, and post‑OE closeout discussions.
Serve as the escalation point for complex issues related to benefits setup, plan elections, eligibility.
Collaborate with internal teams, clients, and brokers to identify solutions, recommend system improvements, and prevent future errors.
Maintain oversight of feed testing processes, and updates related to plan or vendor changes.
Ensure smooth transition to ongoing client self‑service and/or carrier connections.
Maintain a high standard of responsiveness, professionalism, and client advocacy.
Troubleshoot common access, rate, and workflow issues, escalating complex system logic or integration issues to BenAdmin Specialists.
Act as a subject matter expert to internal team members, clients and brokers on system capabilities, best practices, and strategy.
Partner with brokers, clients and sales teams to validate plan details, eligibility rules, and system functions.
Mentor and support junior and mid-level team members by, answering questions, and sharing knowledge.
Translate client and broker business requirements into clear, complete implementation inputs for BenAdmin Specialists.
Partner with Specialists throughout configuration, testing, and OE execution to ensure alignment with client intent.
Facilitate communication between technical and non‑technical stakeholders, translating system behavior into client‑friendly explanations.
Escalate true technical or configuration issues to Specialists while filtering non‑technical inquiries.