Strategic Account Coordinator

AmeriLife; Minnesota; On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Comprehensive benefits package

Job summary

AmeriLife is seeking a Strategic Account Coordinator to support growth and execution of TruChoice’s strategic partnerships. The role acts as a liaison between sales leadership, carrier partners, and internal stakeholders to advance strategic initiatives, partnership growth, and marketing plans.

The ideal candidate has 3+ years in financial services and a solid understanding of insurance distribution, broker-dealer relationships, and advisor engagement strategies.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Project management

Relationship building

Strategic thinking

Analytical skills

Financial services knowledge

Education

Bachelor’s degree in business, marketing, insurance, or related field

Job description

Our Company

Explore how you can contribute at AmeriLife.

For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.

Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.

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

What AmeriLife Offers

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

Equal Employment Opportunity Statement

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.

Americans With Disabilities Act (ADA) Statement

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at [e-mail].

Pay Transparency Statement

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.

Background Screening Statement

Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.