Strategic Account Coordinator

AmeriLife

Strategic Account Coordinator responsible for executing strategic partnerships and business development efforts at TruChoice. Collaborating with sales, marketing, and carrier partners across various initiatives.

Posted 6/26/2026full-timeRemote • Minnesota, Montana, South Dakota, Tennessee • 🇺🇸 United StatesMid-LevelSenior💰 $90,000 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

PTO
medical
dental
vision
retirement savings
disability insurance
life insurance.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

project managementdata analysisreport developmentdashboard creationstrategic planning

Soft Skills

communicationleadershiporganizational skillscollaborationaccountability

Certifications

Bachelor’s degree