Job Summary

The Strategic Account Coordinator is responsible for supporting the growth, development, and execution of TruChoice’s strategic partnerships. This role serves as a key liaison between sales leadership, carrier partners, and internal stakeholders to drive strategic initiatives, partnership growth, marketing plans, and business development opportunities. This role will also ensure seamless communication between internal and external partners while executing strategic initiatives that drive wholesaler, advisor, and carrier partner satisfaction, retention, and growth.
The ideal candidate has experience within the financial services industry and understands insurance distribution, sales organizations, carrier relationships, broker-dealer relationships, and advisor engagement strategies. This individual will help execute partnership business plans, coordinate strategic initiatives, support sales growth opportunities, and manage projects to enhance relationships and long-term results.

Job Description

Responsibilities and Essential Job Functions

• 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

Knowledge, Skills and Abilities

• Strong understanding of financial services distribution channels, including insurance carriers, broker-dealers, RIAs, and advisor relationships
• Ability to understand sales strategies, marketing initiatives, and business development objectives
• Strong project management and organizational skills
• Ability to translate strategic initiatives into actionable plans
• Strong business acumen and analytical capabilities
• Ability to build relationships with senior leaders and external partners

Experience and Education

• Bachelor’s degree in business, marketing, insurance, or a related field preferred
• Minimum 3+ years of experience within financials 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
• Salary Range: $90k
• Salary offers will varycommensuratewith experience, education, skills, and training

What AmeriLife Offers

A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.