BenAdmin Client and Broker Success Manager

Amwins is the industry leader because we hold ourselves accountable to deliver results – for our employees, our clients, our markets and our shareholders.

We’ve built a workplace where talent is valued and success is celebrated. With a focus on service, to our clients as well as our communities, our culture is defined by supporting each other. In this team-driven environment, Amwins creates the perfect place for you to grow your career with built-in support and opportunity to advance your knowledge base.

At Amwins, our people are our greatest asset. We hire the best talent in the industry and provide our employees with the tools to deliver innovative insurance solutions. We believe that by taking care of our employees, they will take care of our clients and the cycle will perpetuate.

Join our team as a BenAdmin Client and Broker Success Manager

Learn more about us at amwins.com. 

 

We are seeking a strategic, detail-oriented and tech-savvy BenAdmin Client and Broker Success Manager to join our team. In this role, you serve as a strategic partner to brokers and clients advising on BenAdmin strategy and solutions.  This role is the relationship manager between employer client, broker, internal BenAdmin Specialist, and other internal teams.  Responsible for implementation planning, project management, platform review and training of clients and brokers. This role requires expertise and understanding in Employee Navigator benefits platform, experience in complex client structures, collaborating with brokers, clients and internal teams. You will play a critical role in ensuring broker enablement and client success within the BenAdmin team.

Each BenAdmin Client & Broker Success Manager is a vital member of our BenAdmin team, providing:

Broker and Sales Enablement

• Serve as a strategic partner to brokers, advising on Employee Navigator and BenAdmin service strategy.
• Support Sales teams during broker and client prospecting by participating in BenAdmin services discussions, demos, and discovery calls.
• Consult brokers on ENav migration approaches, timelines, and best practices.
• Clearly define service scope, process, and expectations for brokers and employer clients.

Client Service and Project Management 

• Function as the quarterback of the relationship between Employer Client, Broker, BenAdmin Specialist, and internal sales teams.
• Own implementation planning, platform review, training, and adoption including:

• Defining timelines and milestones
• Clarifying client, broker, and Amwins responsibilities
• Managing communication and status updates throughout build, OE, and connection setup

• Obtain, validate, and submit all required implementation paperwork and intake documentation.
• Lead client kickoff calls, OE readiness meetings, and post‑OE closeout discussions.
• Serve as the escalation point for complex issues related to benefits setup, plan elections, eligibility.
• Collaborate with internal teams, clients, and brokers to identify solutions, recommend system improvements, and prevent future errors.

Administrative Coordination and ongoing success

• Maintain oversight of feed testing processes, and updates related to plan or vendor changes.
• Ensure smooth transition to ongoing client self‑service and/or carrier connections.
• Maintain a high standard of responsiveness, professionalism, and client advocacy.
• Troubleshoot common access, rate, and workflow issues, escalating complex system logic or integration issues to BenAdmin Specialists.

Collaboration

• Act as a subject matter expert to internal team members, clients and brokers on system capabilities, best practices, and strategy.
• Partner with brokers, clients and sales teams to validate plan details, eligibility rules, and system functions.
• Mentor and support junior and mid-level team members by, answering questions, and sharing knowledge.