AmeriLife · 13 hours ago
Strategic Account Coordinator
United States
Full-time
Remote
Mid Level
$86K/yr - $105K/yr
3+ years expAmeriLife 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 collaborating with leadership to implement business plans and maintain strong relationships with internal and external 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
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
AmeriLife provide insurance and retirement solutions to enhance the lives of pre-retirees and retirees.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$395MKey Investors
Genstar Capital
2022-06-13Secondary Market
2020-01-07Acquired
2019-06-18Debt Financing· $395M
Leadership Team
Scott Perry
CEO
Tim Calvert
Chief Operating Officer
Recent News
2026-01-16
Company data provided by crunchbase