Strategic Account Coordinator

🕒 June 26

🦬 Montana, Minnesota, +2 more states – Remote

🦬 Montana – Remote ❄️ Minnesota – Remote 🗿 South Dakota – Remote 🎸 Tennessee – Remote

💵 $90k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

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AmeriLife

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1973

🏥 Healthcare

💼 Consulting

💸 Finance

💰 Secondary Market on 2022-06

Healthcare • Consulting • Finance

AmeriLife is a leading independent marketing organization and registered investment advisor in the United States. It provides comprehensive insurance and financial solutions to agents, advisors, and consumers, aiming to help people live longer, healthier lives. AmeriLife collaborates with numerous carriers, financial marketing organizations (FMOs), and industry experts to deliver health and financial solutions to millions of Americans annually. With a vast network of over 300,000 client-centered agents and advisors, AmeriLife offers advanced technology solutions and tools, like the Agent Xcelerator®, to enhance service quality and business growth. Their commitment to leadership is evident in their extensive distribution network and innovative partnership opportunities.

📋 Description

• Support the development and execution of annual business plans for carriers and broker-dealer partners • Assist in identifying growth opportunities within existing strategic relationships • Coordinate ongoing communication between TruChoice leadership and partners • Maintain awareness of partner priorities, initiatives, product changes, and organizational changes • Lead project management efforts for strategic initiatives involving carriers, broker-dealers, and internal departments • Develop timelines, track deliverables, and ensure accountability across stakeholders • Coordinate cross-functional projects involving sales, marketing, product, operations, and finance teams • Prepare executive summaries, status updates, and action plans for leadership review • Conduct research on industry trends and competitor activities to support strategic planning • Analyze sales, engagement, and partnership data • Develop reports and dashboards to support strategic decision making • Track effectiveness of marketing and partnership initiatives.

🎯 Requirements

• Bachelor’s degree in business, marketing, insurance, or a related field preferred • Minimum 3+ years of experience within financial services, insurance distribution, wholesaling, strategic accounts, or business development roles preferred • Experience working with insurance carriers, IMOs, broker-dealers, RIAs, or advisor-facing organizations strongly preferred • Experience supporting sales organizations, strategic partnerships, or marketing initiatives preferred.

🏖️ Benefits

• PTO • medical • dental • vision • retirement savings • disability insurance • life insurance.