Partner, Captive & Stop-Loss Strategy

ClearPoint Health; Town of Florida (NY); On-site; USD 100,000 - 150,000; Full time

Job summary

A leading healthcare solutions company is seeking a Growth Partner to sell medical stop-loss captive products. Candidates should have over 15 years of sales experience, especially in employee benefits. This full-time role emphasizes building relationships with benefit advisors and successfully managing sales territories. Location: New York, USA.

Qualifications

• 15+ years of non-major medical employee benefit sales.
• 5+ years of experience in stop-loss or MSL Captive sales.
• Proven success managing territory and closing complex deals.

Responsibilities

• Own full-cycle sales from prospecting to closing.
• Ensure 100% adherence to CRM requirements.
• Build high-trust relationships with benefit advisors.

Skills

Sales experience

Communication skills

Relationship-building

Knowledge of captives

Fluency in CRM tools

Education

Bachelor’s Degree in Business Administration

Bachelor’s Degree in Communications

Bachelor’s Degree in Healthcare Management

Job description

Medical Stop Loss Experience Required

ClearPoint Health believes health benefit solutions should be as unique as the businesses they serve. The thing employers have most in common is the problem they are trying to solve, yet that doesn’t mean it is the same solution for everyone. ClearPoint Health is a purpose-driven Alternative Funding Platform for small to mid-sized employers – harnessing the power of a community of businesses to generate market-leading discounts on medical stop-loss insurance, provider networks, cost containment solutions, and member navigation tools. We strive to enhance the quality of care and member experience while decreasing avoidable costs.

Position Overview

The Growth Partner is responsible for originating and selling alternative funded products, primarily, medical stop-loss captive business through high-quality benefit advisor relationships within an assigned region. Exceptions to designated regions will be made by CRO and/or Head of Sales. This role combines technical medical stop loss product fluency with strategic relationship management to drive profitable growth of ClearPoint’s ClearChoice Health Plan Captive programs and other related services and solutions. Growth Partners are accountable for full-cycle sales and territory development and operate with a high degree of independence, acting as trusted advisors to benefit advisors, employee benefit agency leaders, as well as employer CEOs, CFOs, and HR leaders.

This is a high-impact, field-facing role for experienced commercial professionals who understand the dynamics of alternative funding, captive underwriting, and advisor education, enablement, and qualification standards in the employer benefits space.

Responsibilities

• Own full-cycle sales from prospecting through close sale for medical stop-loss captive programs and other applicable products.
• Meet or exceed designated annual GWP sales target and applicable revenue target(s) for medical stop loss premium.
• Manage assigned territory with a curated list of priority benefit advisors and prospects.
• Identify, recruit, and activate qualified benefit advisors into the ClearChoice program.
• Deliver ClearPoint’s value proposition and technical education story with clarity and precision.
• Lead benefit and funding conversations with CFOs, CHROs, HR executives, and benefit advisors.
• Execute a territory plan aligned to ClearPoint’s national market expansion strategy.
• Establish strong, recurring engagement cadences with key advisor ecosystems.
• Pursue market development opportunities within region; seek approval for strategic out-of-territory expansions as needed.
• Sell select General Agency (GA) products only to approved benefit advisors and markets when appropriate.
• Ensure all cross-sell efforts support and strengthen core captive production.
• Demonstrate technical fluency in medical stop-loss mechanics, alternative funding models, and captive structures.
• Translate underwriting concepts, claims analytics, and cost-containment strategies into business language for employer and advisor audiences.
• Maintain 100% adherence to CRM requirements ensure near real-time transparency of pipeline activity and forecasting.
• Track and report on sales performance, revenue attribution, and progress to plan.
• Operate independently and drive the majority of production without daily oversight.
• Build high-trust relationships with top regional benefit advisors through education, responsiveness, and market support.
• Ensure advisor alignment with ClearPoint’s qualification standards and pricing integrity.
• Coordinate cross-functionally with underwriting, implementation, and client success for seamless onboarding and renewals.
• Provide feedback to leadership on underwriting, product needs, and market trends.
• Support marketing campaigns, content development, and thought-leadership as needed.
• Uphold ClearPoint’s brand, values, and compliance expectations in all partner interactions.

Qualifications

• 15+ years of non-major medical employee benefit sales, or 5+ years of experience in stop-loss, or MSL Captive within a sales or production underwriting capacity.
• Education: Bachelor’s Degree in Business Administration, Communications, or Healthcare Management preferred.
• Proven success managing a territory and closing complex employer funding deals.
• Strong working knowledge of captives, self-funding, medical stop-loss, and employer risk.
• Exceptional communication, presentation, and relationship-building skills.
• High level of independence, professionalism, and accountability.
• Fluency in CRM tools and comfort with tracking/reporting performance metrics.

Seniority level

Mid‑Senior level

Employment type

Full-time

Industries

Insurance