TruChoice Strategic Account Coordinator

AmeriLife•Saint Louis Park, MN

About The Position

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.

Requirements

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
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

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