Join Our Team as an Associate Client Manager at Amwins Group Benefits!
Are you ready to take on a dynamic, client-facing role where you manage relationships, drive strategy, and contribute directly to business growth? 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.
Why Choose Amwins?
At Amwins, we value our team members and offer a range of benefits to enhance your work experience:
- Flexibility: Enjoy a hybrid work environment with flexible scheduling options.
- Comprehensive Benefits: Access a competitive benefits package from day one, including generous Paid Time Off (PTO) and paid holidays.
- Continual Learning: Thrive in a collaborative, education-focused work environment.
- Annual Bonus Program: Earn incentives through our performance-based bonus program.
To learn more, please visit www.amwins.com/benefits.
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.
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.
Qualifications:
- Work Experience: 0–3 years of experience in employee benefits, insurance, or administrative/account support roles preferred.
- Education: Bachelor’s degree preferred.
- License: Life & Health Insurance License preferred or willingness to obtain.
- Skills: Strong organizational, time management, and communication skills.
- Attributes: Detail-oriented, proactive, and eager to learn in a fast-paced environment.
- Technical Proficiency: Proficient in Microsoft Office (Excel, Outlook, Word.)
- Work Style: Self-starter who can operate with a high level of autonomy while collaborating within a team.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
