Director, Strategic Accounts

Sales Management Opportunity in Insurance Industry

Director, Strategic Accounts

Location(s): All Locations/Remote

Role Type: Full time

Salary: $70,000 - $80,000 per year + Sales Incentive Compensation

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.

Our competitive salaries are just one component of Osaic's total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits

Summary:

Reporting directly to the Head of Strategic Accounts, the position is responsible for managing account relationships with Highland's National Account partners and leading top-down projects & initiatives with Sales Management, Operations, Commissions, and IT teams. Overall responsibility for business analytics for distribution channel. Position will consist of mainly salary, but there will be a smaller incentive comp component.

Responsibilities:

• Responsible for being a primary day to day contact and relationship manager for specific Strategic Account corporate customers as well as a primary contact for the Highland sales team on dedicated account matters.
• Become the differentiator for Highland in the marketplace by driving proactive top-down business development initiatives in partnership with the account heads and Sales Management.
• Works with Sales Management on Sales VP engagement with accounts, account lead initiatives, carrier partnership initiatives, and VP territory analysis and reassignments with an overall goal to increase advisor penetration rate inside the accounts
• Perform Business Development with Account COIs alongside Sales Team where needed
• Running point on account specific initiatives such as Internal VP Huddle Calls, targeted marketing campaigns and in-market meetings
• Primary point to identify potential growth opportunities within the account and strategize with Head of Strategic Accounts on how to capitalize on the opportunity
  • ie. additional product lines, expansion of digital resources, marketing capabilities
• Ownership of Sales VP territory and account assignments alongside Head of Strategic Accounts and Sales Management
• Creation and maintenance of Account Partnership Business Plans that are made in conjunction with Strategic Account Partners
• Onboards new Sales VPs on account landscape, suitability and compliance rules and provides ideas on how to start working in the accountusing the Account Playbook
• Provide reporting and support table stakes to the accountduring a monthly management call
  • ie. Dashboard analytics, VP activity synopsis, field conflict resolution

Education Requirements:

• Bachelor's degree in business, insurance, finance or related field
• Additional post-graduate degree and/or financial certifications (i.e. CLU, ChFC, CFP) are a plus.

Basic Requirements:

• Previous experience in insurance relationship management, banking or general agency brokerage is highly desirable. Combined disciplines in the above will take preference.
• Excellent project management skills.
• Adept in technical writing along with quality assurance (i.e. ability to develop marketing materials or process guides for external use)
• Advanced knowledge of standard MS Office suite.
• Ability to quickly learn new software platforms in conjunction with the role requirement.
• Ability to understand the products and terminology of HCB product carriers and broker dealer customers.
• Must understand and articulate insurance compensation arrangements.
• Ability to read, analyze and interpret common journals, financial reports and legal documents.
• Ability to respond to common inquiries from producers, carriers, and other staff members.
• Ability to effectively present information to producers, carriers, and management representatives.
• Ability to define problems, collect data, establish facts and draw valid conclusions. Must be able to interpret extensive variety of instructions in verbal or diagram form.
• Effective and desirable interpersonal and presentation skills are critical, as this is a relationship management position.
• Ability to work as a team player; must be able to work without close supervision and demonstrate a positive and professional attitude.