Data Reporting Analyst at Amwins in 4725 Piedmont Row Drive Suite 600 Charlotte, North Carolina 28210

Job description

• Our retail clients and the brokers who serve them do the heavy lifting. This role makes sure they walk into every meeting with the best numbers in the room.
• As a Reporting Analyst on the Group Support Team, you'll turn our retail performance data into the reporting packages and executive presentations our National Relationship Managers carry into client meetings. You'll spend your days in Excel and PowerPoint. Performance reporting and AI tools like Claude are part of the job, not a bonus — we expect you to use them well.
• This is a building role. You'll produce the materials; others will present them. Reporting runs on a set cycle, ad hoc requests land on top of it, and accuracy matters because your work goes in front of senior leaders and our largest retail partners. If you like being handed a messy dataset and a real question, you'll get plenty of both.
• You'll also see how national and regional client strategy actually gets made — and you'll be the person the team counts on to make it clear.
• What You Bring

Responsibilities

• Analyze performance data to identify growth trends, opportunities, and risks.
• Use Excel to organize, analyze, validate, and summarize relationship and performance data across retail clients, regions, and lines of business.
• Build, update, and deliver internal reports, retail client quarterly reports, dashboards, and executive-ready PowerPoint presentations.
• Translate data-driven insights into actionable guidance for brokers, field teams, and internal stakeholders.
• Proof and quality-check your own work before delivery — numbers, labels, formatting, and consistency across a deck.
• Turn recurring reports and decks into reusable templates so each cycle gets faster.
• Maintain and update the Retail Client database in partnership with the internal systems support team to support accurate relationship tracking and reporting.
• 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.
• 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.

Requirements

• Bachelor’s degree or higher; coursework in Analytics, Business, Finance, Communications, or a related field preferred.
• Advanced Excel skills — pivot tables, lookup and reference functions, and comfort working with large or imperfect datasets. Experience with Power BI, SQL, CRM systems, or reporting tools is a plus.
• Strong PowerPoint skills, including building a clean, well-structured deck from scratch rather than only editing an existing one.
• AI literacy as a tool to help teams make informed decisions and optimize client engagement.
• Experience building reports, analyzing data, and preparing presentations.
• Strong written and verbal communication skills.
• 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.
• Analytical thinker with strong attention to detail, who produces highly accurate work and verifies their own numbers before anyone else sees them.
• Analytically curious — notices when a number doesn’t make sense and wants to find out why rather than passing it along.
• 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.

Skills

Required

• Excel
• PowerPoint
• Power BI
• SQL
• CRM systems
• AI tools (e.g., Claude)

Benefits

• 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.