Captive Sales Advisor

🕒 Maio 19

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Crumdale Specialty

SiteLinkedInTodas as Vagas

51 - 200 funcionários

Fundada em 2014

⚕️ Seguro de Saúde

💸 Finanças

Healthcare Insurance • Finance • Insurance

Crumdale Specialty é uma empresa de seguros diversificada que oferece soluções de saúde personalizadas e auto-financiadas para um conjunto exclusivo de corretores, consultores e agentes em todo o país. Classificada na lista Inc. 5000 de Empresas de Crescimento Mais Rápido e Melhores Locais de Trabalho, aproveitamos a experiência do setor, talento superior, análise de dados e uma mentalidade disruptiva para fabricar, subscrever e administrar soluções ágeis, transparentes e econômicas. Otimizamos a cadeia de suprimentos fragmentada de benefícios de saúde para reduzir os custos de benefícios de saúde e criar melhores resultados para empregadores e funcionários, oferecendo planos de saúde integrados, cativos de stop loss em grupo e soluções de benefícios farmacêuticos.

Descrição

• Crumdale Specialty is seeking a Captive Sales Advisor to partner with Regional Sales Directors to win alternative funding opportunities specifically by turning “captive” from a conceptual idea into a clear, finance‑ready decision for employers. • This role elevates the effectiveness of our field teams by simplifying technical components of self-funding, captives, stop‑loss strategy, and cost-containment solutions. The Captive SME plays a critical part in shaping deal strategy, enabling producers, and ensuring that opportunities move efficiently from discovery to close. • **Key Responsibilities:** • - Serve as the subject matter expert on complex captive and alternative funding cases. • - Equip producers with concise talk tracks, discovery paths, and executive-friendly explanations of risk, funding mechanics, governance, and key tradeoffs. • - Support regional sales leaders in positioning Crumdale’s captive solutions competitively and effectively. • - Build, activate, and maintain referral networks across brokers and consultants. • - Make it simple for external partners to introduce captive strategies. • - Deliver training, tools, and confidence-building resources that expand captive pipeline opportunities. • - Coordinate with underwriting, operations, account management, and solution partners to ensure cohesive deal execution. • - Translate discovery findings into credible proposals and ensure readiness for financial and operational evaluation. • - Maintain disciplined timelines and ensure seamless handoffs into onboarding. • - Bring structure to the alternative funding sales motion with clear KPIs, next steps, and progress tracking. • - Help internal teams prioritize support based on probability to close. • - Ensure opportunities do not stall in “maybe” by driving accountability and clarity throughout the process. • - Develop field-ready materials that increase speed-to-proposal and close rates. • - Contribute to internal training, content creation, and tools that simplify complexity for both buyers and brokers. • - Represent Crumdale’s captive capabilities with clarity and authority in the market.

🎯 Requisitos

• - Deep experience in self-funding, group captives, stop‑loss strategy, and employer funding models (mid‑market focus). • - Background working within national brokerage platforms or high‑growth consulting environments. • - Strong executive communication skills with ability to translate complex concepts into simple, defensible employer decisions. • - Proven ability to partner with frontline producers and guide complex deals through a disciplined sales process. • - Ability to orchestrate cross-functional teams from underwriting through operations to deliver accurate, timely proposals. • - High commercial acumen and strong relationship‑building skills in both direct sales and channel environments.

🏖️ Benefícios

• At Crumdale, we strive to provide a comprehensive and supportive benefits package to ensure the well-being of our employees. Our benefits include: • - Medical • - Telemedicine • - Dental • - Vision • - Life, AD&D, Disability • - 401(k) • - Flexible Time-off • **Please note:** Crumdale Specialty is not engaging with external recruitment agencies; please refrain from contacting us regarding this position.