Data Reporting Analyst

Amwins; Charlotte (NC); Hybrid; USD 70,000 - 95,000; Full time

Job summary

Amwins is seeking a Reporting Analyst on the Group Support Team to turn retail performance data into compelling reporting packages and executive presentations. You will work primarily in Excel and PowerPoint, transforming messy datasets into clear, actionable insights for senior leaders and brokers.

The role emphasizes building templates, ensuring accuracy, and collaborating with relationships managers to support client engagement.

Qualifications

• Bachelor’s degree or higher in Analytics, Business, Finance, Communications, or related field preferred.
• Advanced Excel skills with pivot tables and lookups; comfort with large datasets.
• Experience with Power BI, SQL, CRM systems or reporting tools is a plus.
• Strong PowerPoint skills; ability to build decks from scratch.
• AI literacy as a tool to enhance decision-making and client engagement.
• Experience building reports, analyzing data, and preparing presentations.
• Strong written and verbal communication skills.
• Ability to break down complex tasks and engage stakeholders.
• Experience supporting projects from planning through completion.
• Insurance, sales support, relationship management or account management experience preferred but not required.

Responsibilities

• Analyze performance data to identify growth trends, opportunities, and risks.
• Use Excel to organize, analyze, validate, and summarize data across regions and lines of business.
• Build, update, and deliver internal reports, dashboards, and executive-ready PowerPoint decks.
• Translate data-driven insights into actionable guidance for brokers and stakeholders.
• Proof and quality-check your own work before delivery — numbers, labels, formatting, and consistency.
• Turn recurring reports and decks into reusable templates for faster cycles.
• Maintain and update the Retail Client database to support accurate reporting.

Skills

Bachelor's degree

Advanced Excel

Power BI

SQL

CRM systems

PowerPoint

AI literacy

Report building

Written & verbal communication

Project support

Education

Bachelor’s degree or higher in Analytics/Business/Finance or related field

Tools

Power BI

SQL

CRM systems

Job description

About the Role

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.

About the Role

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.

Data Analysis, Reporting & Executive Presentations

• 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.

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.

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 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.

Core Competencies

• 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.

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.