Insurance Brokerage- Relationship Management Associate

Amwins•Charlotte, NC

About The Position

As a Relationship Manager Associate, you will support Amwins’ retail relationship strategy through a data-driven, client-focused, and service-oriented approach. 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. You will work closely with National Relationship Managers, brokers, retail clients, and internal stakeholders to support regional communication efforts, analyze performance trends, prepare reporting, and develop executive-ready presentation materials. 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.

Requirements

Bachelor’s degree or higher; coursework in Business, Finance, Analytics, Communications, or a related field preferred.
Strong Microsoft Office skills, especially Excel and PowerPoint.
AI literacy as a tool to help teams make informed decisions and optimize client engagement.
Experience building reports, analyzing data, and preparing presentations.
Ability to break down complex tasks into clear steps and engage stakeholders.
Experience supporting projects from planning through completion.
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.
Highly organized, with the ability to manage multiple priorities and own work from start to finish.
Continuous improvement mindset and a desire to make processes better.

Nice To Haves

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.

Responsibilities

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.
Analyze performance data to identify growth trends, opportunities, and risks.
Translate data-driven insights into actionable guidance for brokers, field teams, and internal stakeholders.
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.