Alliance/Partner Management, Analysis Skills, Artificial Intelligence (AI), Brokerage, Communication Skills, Continuous Improvement, Cross-Functional, Customer Relations, Customer Relationship Management (CRM) Systems, Data Analysis, Detail Oriented, Finance, Financial Analysis, Insurance, Insurance Sales, Literacy, Mentoring, Mergers and Acquisitions, Microsoft Excel, Microsoft Office, Microsoft PowerPoint, Multitasking, Organizational Skills, Performance Analysis, Performance Metrics, Power BI, Presentation/Verbal Skills, Project Planning, Project/Program Management, Relationship Management, Reporting Dashboards, Reporting Skills, Retail, Retail Strategy, SQL (Structured Query Language), Sales Management, Sales Support, Team Player, Time Management, Trend Analysis, Wholesale Industry, Writing Skills
About the Role
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.
What You'll Do
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.
Data Analysis, Reporting & Executive Presentations
- 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.
Project Management & Cross-Functional Collaboration
- 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.
What You Bring
Qualifications
- 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.
- 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.
- Insurance, sales support, relationship management, or account management experience preferred but not required.
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.
- 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.
Why Amwins
At Amwins, we believe success is built through building trust, effectively utilizing collaboration, and empowering the individual. We're committed to investing in our people through professional development, mentorship, and opportunities to make an impact. At Amwins, we give our employees and clients a competitive edge through access, actionable data, exclusive products, and a steadfast commitment to continuous improvement.
Beyond the work itself, Amwins invests in your total well-being. You''ll have access to choices for medical, dental, and vision coverage, Health Savings Account options, and a 401(k) with a company match to help you build toward the future. We also offer paid parental leave, an Employee Assistance Program with 24/7 confidential support, and wellness resources designed to help you thrive both in and out of the office.
Join a team that values curiosity, integrity, and innovation - and where your work directly contributes to the success of our team and clients.