Strategic Account Coordinator

This is a fully remote position, open to applicants in Montana, +3 more states.

📋 Description

• Assist in the development and implementation of annual business strategies for carriers and broker-dealer partners.

• Help identify growth potential within current strategic partnerships.

• Facilitate ongoing communication between TruChoice leadership and its partners.

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

• Oversee project management activities for strategic initiatives that involve carriers, broker-dealers, and internal departments.

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

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

• Generate executive summaries, status reports, and action plans for leadership evaluation.

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

• Analyze sales, engagement, and partnership metrics.

• Create reports and dashboards to enhance strategic decision-making.

• Evaluate the effectiveness of marketing and partnership initiatives.

⛳️ Requirements

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

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

• Strong preference for candidates with experience working with insurance carriers, IMOs, broker-dealers, RIAs, or organizations that serve advisors.

• Experience in supporting sales teams, strategic partnerships, or marketing initiatives is preferred.

🏝️ Benefits

• PTO

• Medical

• Dental

• Vision

• Retirement savings

• Disability insurance

• Life insurance