Top 19 Insurance brokerage relationship management associate Jobs in Monroe, Nc

Insurance Brokerage- Relationship Management Associate
Amwins —Charlotte, NC
- Mid-level
- Office
- SQL
- Paid parental leave
- Health savings account
Quick Apply
Account Analyst - Private Equity
Lockton, Inc. —Charlotte, NC
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Research
- Wellness program
- Paid parental leave
Benefits Account Manager
JAMES A SCOTT & SON INC —Charlotte, NC
- Hybrid work
- Bachelor of Science
- Mid-level
- Office
Quick Apply
Team Lead-Advisory Trading
Ameriprise Financial —Charlotte, NC
- Full-time
- Hybrid work
- Microsoft Access
- Office
- 3 years
- Work from home
Employee Benefit Analyst IV
USI Holdings Corporation —Charlotte, NC
- Computer literacy
- Mid-level
- High school diploma or GED
- Wellness program
- Health savings account
Employee Benefits Sr Population Health Management Consultant
USI Holdings Corporation —Charlotte, NC
- Hybrid work
- Nursing
- Microsoft Excel
- Up to 50% travel
- Wellness program
- Health savings account
Insurance Placement Specialist - New Business
USI Holdings Corporation —Charlotte, NC
- Hybrid work
- Microsoft Word
- Mid-level
- 3 years
- Wellness program
- Health savings account
Supervision Resolution Professional
LPL Financial Corp —Fort Mill, SC
- $27.19 - $45.31 an hour
- Full-time
- Oracle
- Research
- Mid-level
- Health insurance
- Paid time off
Quick Apply
5h
Claims Analyst- Real Estate or Construction Vertical, Tampa or Charlotte
Lockton, Inc. —Charlotte, NC
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Wellness program
- Paid parental leave
14d
Director, Business Development
Middleton Meyers —Charlotte, NC
- $100,000 - $125,000 a year
- Full-time
- Hybrid work
- 5 years
- Contracts
- Senior level
- Health insurance
- Dental insurance
Quick Apply
Personal Risk Specialist
USI Holdings Corporation —Charlotte, NC
- Evenings as needed
- Up to 50% travel
- Customer service
- Writing skills
- Wellness program
- Health savings account
EB Producer
USI Holdings Corporation —Charlotte, NC
- Mid-level
- 3 years
- Children
- Wellness program
- Health savings account
P&C Producer
USI Holdings Corporation —Charlotte, NC
- Research
- Mid-level
- 3 years
- Wellness program
- Health savings account
Select P&C Producer
USI Holdings Corporation —Charlotte, NC
- Research
- Mid-level
- Children
- Wellness program
- Health savings account
Select P&C Producer - Industry Specialized
USI Holdings Corporation —Charlotte, NC
- Mid-level
- 3 years
- Children
- Wellness program
- Health savings account
VP, Retirement Plan Services
USI Holdings Corporation —Charlotte, NC
- Microsoft Excel
- Customer service
- Research
- Wellness program
- Health savings account

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insurance brokerage relationship management associate jobs near monroe, nc

Insurance Brokerage- Relationship Management Associate

Amwins -
Charlotte, NC

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Job Details

Benefits

Paid parental leave
Health savings account
Health insurance
Dental insurance
Parental leave
Employee assistance program
Vision insurance
401(k) matching

Qualifications

Performance dashboard reports
Customer records maintenance
Managing customer accounts
Sales support
Data visualization software proficiency
Customer relationship building
Sales analytics & reporting tools
Presentations for conferences or internal meetings
Dashboard creation
AI tools proficiency
Metrics Reporting
Mid-level
Project communication management
SQL
Sales data analysis
Client database systems
Business intelligence tools
Bachelor's degree
Continuous improvement
Client management
Sales management systems proficiency
Leading team collaboration initiatives
Data-driven problem-solving
Communications
Managing projects
Client growth strategy
CRM system proficiency
Productivity software
Business
Account management

Full Job Description

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.

Quick Apply

Refine Your Search

insurance brokerage relationship management associate jobs in monroe, nc

Insurance Brokerage- Relationship Management Associate

Account Analyst - Private Equity

Benefits Account Manager

Team Lead-Advisory Trading

Employee Benefit Analyst IV

Employee Benefits Sr Population Health Management Consultant

Insurance Placement Specialist - New Business

Supervision Resolution Professional

Claims Analyst- Real Estate or Construction Vertical, Tampa or Charlotte

Director, Business Development

Personal Risk Specialist

EB Producer

P&C Producer

Select P&C Producer

Select P&C Producer - Industry Specialized

VP, Retirement Plan Services

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