Captive Sales Advisor

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Crumdale Specialty

Site WebLinkedInTous les Emplois

51 - 200 employés

Fondée en 2014

⚕️ Assurance santé

💸 Finance

Healthcare Insurance • Finance • Insurance

Crumdale Specialty est une entreprise d'assurance diversifiée fournissant des solutions de soins de santé sur mesure et autogérées à un ensemble sélectionné de courtiers, consultants et agents à l'échelle nationale. Classée parmi les 5000 entreprises à la croissance la plus rapide et les meilleurs lieux de travail par Inc. , nous exploitons notre expertise sectorielle, un talent supérieur, l'analyse de données et un esprit d'innovation pour concevoir, souscrire et gérer des solutions agiles, transparentes et économiques. Nous optimisons la chaîne d'approvisionnement fragmentée des avantages sociaux de santé pour réduire les coûts et améliorer les résultats pour les employeurs et les employés, en offrant des plans de santé intégrés, des captives de stop loss de groupe et des solutions d'avantages pharmaceutiques.

Description

• 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.

🎯 Exigences

• - 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.

🏖️ Avantages

• 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.