Our Company
Explore how you can contribute at AmeriLife. For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement. Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.
Job Summary Under general direction, this position plays a key role in supporting the retention, development and growth of the TruChoice business’ strategic accounts. Partners with TruChoice leadership under their direction to create, implement and coordinate strategic account business plans. Helps to identify and build relationships with partners. Ensures seamless communication between internal and external partners while executing the strategic initiatives that drive advisor and carrier partner satisfaction, retention and growth.
Job Description Responsibilities and Essential Job Functions
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.
Knowledge, Skills and Abilities
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.
Experience and Education
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.
Pay Transparency
Pay range $86,000 - $105,000 based on experience, education, skills, and training.
What AmeriLife Offers A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.
Equal Employment Opportunity Statement We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.
Americans With Disabilities Act (ADA) Statement We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at HR@AmeriLife.com.
Pay Transparency Statement We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.
Background Screening Statement Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job‑related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.
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Job Summary Under general direction, this position plays a key role in supporting the retention, development and growth of the TruChoice business’ strategic accounts. Partners with TruChoice leadership under their direction to create, implement and coordinate strategic account business plans. Helps to identify and build relationships with partners. Ensures seamless communication between internal and external partners while executing the strategic initiatives that drive advisor and carrier partner satisfaction, retention and growth.
Job Description Responsibilities and Essential Job Functions
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.
Knowledge, Skills and Abilities
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.
Experience and Education
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.
Pay Transparency
Pay range $86,000 - $105,000 based on experience, education, skills, and training.
What AmeriLife Offers A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.
Equal Employment Opportunity Statement We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.
Americans With Disabilities Act (ADA) Statement We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at HR@AmeriLife.com.
Pay Transparency Statement We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.
Background Screening Statement Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job‑related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.
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