Director, Strategic Accounts (Remote)

About the role

Reporting directly to the Head of Strategic Accounts, this remote position manages relationships with Highland's National Account corporate partners and leads top-down business development initiatives together with Sales Management, Operations, Commissions and IT. It also owns the business analytics for the distribution channel. The role is mainly salary with a smaller incentive component.

Key responsibilities

• Serve as the main day-to-day contact and relationship manager for strategic account corporate customers and the main contact for the Highland sales team on dedicated account matters
• Drive proactive top-down business development with account heads and Sales Management
• Work with Sales Management on Sales VP engagement, account lead initiatives, carrier partnerships and territory analysis and reassignments to increase advisor penetration
• Run business development with Account COIs alongside the sales team and own account-specific initiatives such as internal huddle calls, targeted marketing campaigns and in-market meetings
• Identify growth opportunities and strategize with the Head of Strategic Accounts on additional product lines, digital resources and marketing capabilities
• Own Sales VP territories and account assignments, create and maintain Account Partnership Business Plans, and onboard new Sales VPs on account landscape, suitability and compliance rules
• Support the account during monthly management calls with dashboard analytics, VP activity summaries and field conflict resolution

Required profile

• Bachelor's degree in business, insurance, finance or a related field; postgraduate degree and/or financial certifications (CLU, ChFC, CFP) are a plus
• Previous experience in insurance relationship management, banking or general agency brokerage is highly desirable
• Ability to read, analyze and interpret journals, financial reports and legal documents, and to present information clearly to producers, carriers and management

Required skills

• Excellent project management skills
• Technical writing and quality assurance, including marketing materials and process guides
• Advanced knowledge of the MS Office suite and quick learning of new software platforms
• Understanding of insurance compensation arrangements and carrier/broker dealer terminology

What we offer

• Salary of $70,000 - $80,000 per year plus sales incentive compensation
• Health, vision and dental insurance, 401k, paid time away and volunteer days