Strategic Account Coordinator

This is a fully remote position, open to applicants in Minnesota.

📋 Description

• Assist in the creation and implementation of annual business strategies for carrier and broker-dealer partnerships.

• Help identify opportunities for growth within current strategic relationships.

• Facilitate ongoing communication between TruChoice leadership and its partners.

• Stay informed about partner priorities, initiatives, product modifications, and organizational changes.

• Oversee project management efforts for strategic initiatives involving carriers, broker-dealers, and internal departments.

• Create timelines, monitor deliverables, and ensure accountability among stakeholders.

• Coordinate cross-departmental projects that involve sales, marketing, product, operations, and finance teams.

• Draft executive summaries, status updates, and action plans for leadership evaluation.

• Conduct research on industry trends and competitor activities to aid in strategic planning.

• Analyze data related to sales, engagement, and partnerships.

• Generate reports and dashboards to facilitate strategic decision-making.

• Monitor the effectiveness of marketing and partnership initiatives.

⛳️ Requirements

• A Bachelor’s degree in business, marketing, insurance, or a related field is preferred.

• At least 3+ years of experience in financial services, insurance distribution, wholesaling, strategic accounts, or business development roles is preferred.

• Experience collaborating with insurance carriers, IMOs, broker-dealers, RIAs, or advisor-facing organizations is strongly preferred.

• Background in supporting sales organizations, strategic partnerships, or marketing initiatives is preferred.

• A solid understanding of financial services distribution channels, including insurance carriers, broker-dealers, RIAs, and advisor relationships.

• Capability to comprehend sales strategies, marketing initiatives, and business development goals.

• Excellent project management and organizational skills.

• Ability to turn strategic initiatives into actionable plans.

• Strong business acumen and analytical skills.

• Ability to cultivate relationships with senior leaders and external partners.

🏝️ Benefits

• Paid Time Off (PTO)

• Medical insurance

• Dental insurance

• Vision insurance

• Retirement savings plan

• Disability insurance

• Life insurance