Director, Strategic Accounts

Osaic

. Manage account relationships with Highland’s National Account partners .

Posted 9/29/2026full-timeRemote • United KingdomLead💰 $70,000 - $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in account relationship management, business analytics, and project management within the insurance and finance sectors. Proficient in technical writing, compliance, and effective communication with stakeholders.

Highest-signal resume keywords

Account Relationship ManagementBusiness AnalyticsProject ManagementTechnical WritingInsurance Compensation Arrangements

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Business AnalyticsProject ManagementTechnical WritingInsurance Compensation ArrangementsFinancial Report AnalysisData Collection and AnalysisMS Office SuiteSoftware LearningMarketing Campaign DevelopmentCompliance Understanding

Soft Skills

Interpersonal SkillsPresentation SkillsTeam CollaborationProblem SolvingPositive Attitude

Certifications & Qualifications

Bachelor's Degree in BusinessBachelor's Degree in InsuranceBachelor's Degree in Finance

Industry Keywords

Insurance Relationship ManagementBankingGeneral Agency BrokerageAccount Partnership Business PlansSales ManagementCarrier Partnership InitiativesHCB Product KnowledgeBroker Dealer Customer ProductsAccount PlaybookMarket Meetings

About the role

Key responsibilities & impact

Manage account relationships with Highland’s National Account partners
Lead top-down projects and initiatives with Sales Management, Operations, Commissions, and IT teams
Own business analytics for the distribution channel
Serve as primary day-to-day contact and relationship manager for Strategic Account corporate customers
Support the Highland sales team on dedicated account matters
Drive proactive top-down business development initiatives with account heads and Sales Management
Partner with Sales Management on Sales VP engagement, account lead initiatives, carrier partnership initiatives, and VP territory analysis and reassignments
Perform business development with Account COIs alongside the Sales Team
Lead account-specific initiatives, including Internal VP Huddle Calls, targeted marketing campaigns, and in-market meetings
Identify growth opportunities and strategize on additional product lines, digital resources, and marketing capabilities
Own Sales VP territory and account assignments
Create and maintain Account Partnership Business Plans
Onboard new Sales VPs on account landscape, suitability, and compliance rules using the Account Playbook
Provide reporting and support during monthly management calls, including dashboard analytics, VP activity synopsis, and field conflict resolution

Requirements

What you’ll need

Bachelor's degree in business, insurance, finance or related field
Previous experience in insurance relationship management, banking or general agency brokerage is highly desirable
Excellent project management skills
Adept in technical writing and quality assurance
Advanced knowledge of standard MS Office suite
Ability to quickly learn new software platforms
Ability to understand HCB product carrier and broker dealer customer products and terminology
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
Ability to interpret extensive variety of instructions in verbal or diagram form
Effective interpersonal and presentation skills
Ability to work as a team player without close supervision and demonstrate a positive and professional attitude

Benefits

Comp & perks

Health insurance
Vision insurance
Dental insurance
401(k)
Paid time away
Volunteer days