Brokerage- Relationship Management Associate
Amwins · 4725 Piedmont Row Drive Suite 600 Charlotte, North Carolina 28210
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- 4725 Piedmont Row Drive Suite 600 Charlotte, North Carolina 28210
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About the role
Relationship Manager Associate
Brokerage Division | Amwins Group, Inc.
Amwins Brokerage Division is conducting a search for a Relationship Manager Associate.
Amwins Brokerage Division is the largest P&C wholesale broker in the United States, placing more than $23.8 billion in annual premium through over 1,200 admitted, E&S, and wholesale-only carrier relationships. Backed by 450+ specialty broker teams and deep expertise across industries and product lines, the division is built to support complex commercial placements while delivering the market access, internal connectivity, and collaborative strength needed to help clients and broker partners succeed.
The Brokerage Division is one of five divisions of Amwins Group, Inc. Amwins is the largest wholesale brokerage and group insurance administrator in the U.S. The firm is privately held, with annual placed premiums exceeding $45B, more than 165 locations worldwide, 65 operating companies, and over 8,100 employees.
Amwins has expertise across a diversified mix of property, casualty, and group benefits products, and offers value-added services in support of those products, including product development, underwriting, premium and claims administration, and actuarial services.
Position Overview
The Relationship Manager Associate supports relationship management and strategic retail client engagement efforts across Amwins’ Brokerage Division. This role partners closely with National Relationship Managers to support key initiatives, deliver reporting and insights, coordinate projects, and enhance internal relationship infrastructure.
This is a highly visible and strategically important, execution-focused role centered on reporting, presentation development, data analysis, project coordination, and internal connectivity across multiple stakeholders. The ideal candidate is organized, analytical, detail-oriented, and comfortable operating in a fast-paced, collaborative environment while supporting a strategically important function.
Key Responsibilities
Relationship Management Support
- Partner with National Relationship Managers to support broker and retail client engagement strategies.
- Help strengthen connectivity between internal teams, brokers, and retail clients through coordinated execution.
- Support internal initiatives designed to improve visibility, responsiveness, and relationship effectiveness.
Reporting, Analytics & Business Insights
- Analyze performance and relationship data to identify trends, growth opportunities, and areas for improvement.
- Build, maintain, and distribute internal reports, retailer-facing reports, and executive-ready materials.
- Manage monthly KPI reporting for contracted retail clients, ensuring accuracy and actionable insights.
- Prepare executive-ready PowerPoint presentations for retailer meetings, internal strategy discussions, and relationship initiatives.
- Work hands-on in Excel to organize, validate, analyze, and present data in a clear and actionable format.
Project & Event Coordination
- Lead or support coordination of events, sponsorships, and retailer engagement initiatives.
- Assist with retailer training events, including planning, materials, and follow-up communication.
- Support special projects tied to retailer initiatives and operational improvements.
- Coordinate deliverables across multiple stakeholders to ensure timelines and execution stay on track.
Agency Management & Operational Support
- Maintain and update the Retail Client database in partnership with internal teams.
- Support internal communications related to retail client M&A activity, new opportunities, and relationship updates.
- Assist with National Producer Agreements, Supplemental Agreements, and related communications.
- Contribute to process improvements that enhance efficiency, visibility, and execution.
Qualifications
- Bachelor’s degree required; Business or related field preferred.
- Experience in project coordination, business operations, sales support, or a related functions.
- Insurance experience is helpful but not required.
- Strong organizational, communication, and follow-through skills.
- Ability to manage multiple priorities in a deadline-driven environment.
- Strong proficiency in Microsoft Excel and PowerPoint, including the ability to build reports, organize data, and develop polished, executive-ready materials.
- Experience with Power BI, SQL, or related reporting tools is a plus.
- Comfort working with data, presentations, and cross-functional stakeholders.
- Candidates should be comfortable demonstrating practical proficiency in Excel, PowerPoint, and related tools as part of the interview process.