Strategic Account Coordinator jobs in United States
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AmeriLife · 1 day ago

Strategic Account Coordinator

positionUnited States
timeFull-time
remoteRemote
seniorityMid Level
money$86K/yr - $105K/yr
date3+ years exp

AmeriLife is a leader in the development, marketing, and distribution of insurance solutions for retirement planning. The Strategic Account Coordinator plays a key role in supporting the retention and growth of strategic accounts by coordinating business plans and ensuring effective communication between partners.

Financial ServicesHealth CareHealth InsuranceInsuranceLife InsuranceMarketing

Responsibilities

Support the maintenance of strategic accounts in the day-to-day operations
Maintain and analyze strategic account data and KPIs within CRM system and through report maintenance
Support the development and execution of strategic plans in partnership with leadership and internal and external stakeholders
Conduct research on industry trends and competitor activities to support strategic planning
Maintain strong relationships with internal Wholesalers and insurance carriers and advisors
Coordinate effective implementation of sales and marketing strategies to support strategic business initiatives
Proactively identify and resolve client issues, escalating complex matters as needed
Additional duties and responsibilities as assigned by leadership

Qualification

Insurance knowledgeCRM proficiencyStrategic planningRelationship managementAnalytical thinkingVerbal communicationWritten communicationAttention to detailTime managementOrganizational skills

Required

Knowledge of insurance and financial services industry, including compliance requirements
Strong verbal and written communication skills
Ability to think critically and analytically to support problem-solving
Thorough attention to detail and accuracy
Strong relationship management and client service skills
Ability to manage competing priorities
Excellent time management and organizational skills

Preferred

Bachelor's degree in business, Marketing, Insurance, or a related field preferred
Minimum of three (3) years of experience in an account coordinator position preferred

Benefits

PTO
Medical
Dental
Vision
Retirement savings
Disability insurance
Life insurance

Company

AmeriLife

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AmeriLife provide insurance and retirement solutions to enhance the lives of pre-retirees and retirees.
dateFounded in 1971
location
Clearwater, Florida, USA
people-size1001-5000 employees
web-link
http://www.amerilife.com

Funding

Current Stage
Late Stage
Total Funding
$395M
Key Investors
Genstar Capital
2022-06-13Secondary Market
2020-01-07Acquired
2019-06-18Debt Financing· $395M

Leadership Team

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Scott Perry
CEO
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Tim Calvert
Chief Operating Officer
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Recent News

Newswire
Brian Krantz and Plan Medicare Partner with AmeriLife to Expand White-Glove Medicare Support for Financial Advisors Nationwide
2026-01-21
Newswire
Todd Buchanan Named President of AmeriLife Wealth
2026-01-16
Newswire
American Alliance Marketing Group and AmeriLife's Pinnacle Financial Services Form Strategic Alliance
2025-12-20
Company data provided by crunchbase