Captive Solutions Advisor - Self-Funding & Growth

Crumdale Specialty; Lincoln (NE); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical

Telemedicine

Dental

Vision

Life, AD&D, Disability

401(k)

Flexible Time-off

Job summary

Crumdale Specialty is seeking a Captive Sales Advisor to advance captive and alternative funding opportunities for employers. You will work with Regional Sales Directors to translate concepts into finance-ready decisions, helping field teams communicate risk, funding mechanics, and governance clearly.

The role supports the deal lifecycle from discovery to close, delivering training, tools, and resources that accelerate proposals, while coordinating with underwriting, operations, and partners to

Qualifications

• Deep experience in self-funding, group captives, stop‑loss strategy, and employer funding models (mid‑market focus).
• 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.

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.

Skills

Self-funding expertise

Executive communication

Deal coordination

Cross-functional leadership

Job description

Crumdale Specialty is seeking a Captive Sales Advisor to advance captive and alternative funding opportunities for employers. You will work with Regional Sales Directors to translate concepts into finance-ready decisions, helping field teams communicate risk, funding mechanics, and governance clearly.

The role supports the deal lifecycle from discovery to close, delivering training, tools, and resources that accelerate proposals, while coordinating with underwriting, operations, and partners to