Territory Account Manager

Roundstone; Cleveland (OH); On-site; USD 181,000 - 290,000; Full time

Benefits offered by this job

Medical, dental and vision benefits

Annual bonus

Dependent care match

Parental leave

PTO beginning on Day 1

Hybrid office schedule

401(k) plan with company match

Employee Assistance Program

On-site gym access

Life and disability insurance

Job summary

A leading insurance organization is seeking a Regional Sales Manager in Cleveland, Ohio to drive business growth by building relationships with brokers and educating them about unique health benefit solutions. Ideal candidates have 3-5 years of experience in the health insurance sector and exceptional communication skills. The role offers comprehensive benefits, a supportive work environment, and opportunities for professional development.

Qualifications

• Ability to convey complex information clearly.
• Demonstrated success within health insurance roles.
• Self-motivated and results-driven.

Responsibilities

• Develop relationships with new brokers.
• Partner with brokers for business growth.
• Collaborate with internal teams for quotes.
• Manage a sales pipeline effectively.

Skills

Deep Understanding of Employee Benefits

Health Insurance Industry Experience

Proactive and Confident Approach

Relationship Development and Pipeline Management

Strong problem-solving skills

Education

3–5 years of experience in health insurance

Job description

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Position: Regional Sales Manager (Regional Practice Leader)

Founded in 2003, Roundstone is not your typical insurance company. We’re on a mission to help employers save on healthcare benefits so they can put those savings towards bettering their businesses and taking care of their employees.

Role Description:

As a key member of the Sales team, the Regional Sales Manager is responsible for building and maintaining strong relationships with advisors across their territory. This role focuses on educating advisors about the unique features and advantages of the captive stop-loss program, positioning it as a valuable solution for their client’s employee health benefits plan.

The Sales Manager plays a pivotal role in the proposal process by explaining the details of issued proposals to advisors and, when necessary, assisting with presentations to employer groups. By leveraging their industry knowledge and consultative approach, the Sales Manager ensures that advisors and employers fully understand and appreciate the program’s benefits, ultimately driving new business opportunities and supporting long-term growth.

This position requires exceptional communication skills, a deep understanding of employee benefits, and the ability to convey complex information in a clear and compelling manner.

Key Duties & Responsibilities:

• Develop New Broker Relationships: Proactively identify and establish relationships with new brokers to expand the organization's market presence and drive growth.
• Drive Broker Growth: Partner with brokers to develop their business, ensuring successful renewals and continuous growth opportunities.
• Collaborate Across Departments: Work closely with internal teams to ensure timely and accurate delivery of quotes, enabling seamless communication and successful deal closures with agents and employer groups.
• Build and Maintain a Sales Pipeline: Strategically service multiple retail agencies to develop a robust sales pipeline, fostering long-term partnerships and consistent revenue generation.

Skills and Qualifications:

• Deep Understanding of Employee Benefits: Demonstrated expertise in the intricacies of employee benefits, with the ability to communicate complex concepts effectively.
• Health Insurance Industry Experience: 3–5 years of proven success within the health insurance industry, ideally in roles with brokers, wholesalers, or related sectors.
• Proactive and Confident Approach: A self-motivated and results-driven professional who thrives in competitive environments and takes initiative to meet and exceed goals.
• Relationship Development and Pipeline Management: Strong ability to establish and grow new or underutilized relationships, develop pipelines, and close opportunities by applying analytical insights and consultative sales techniques.
• Strong problem-solving skills are essential, including the ability to identify root causes, analyze information thoroughly, brainstorm creative solutions, critically evaluate options, implement effective strategies, and adapt to changing circumstances.

We’re leaders in our industry, so naturally, we look out for our employees’ best interests with a robust benefits package. Roundstone employees are eligible for:

• Medical, dental and vision benefits
• Annual bonus
• Dependent care 100% match up to max allowable
• Parental leave
• PTO beginning on Day 1
• Healthy work/life balance
• Hybrid office schedule
• 401(k) plan with company match
• Employee Assistance Program
• On-site gym with personal trainer access
• Life insurance and short term disability insurance

More About Roundstone

Headquartered in Rocky River, Ohio, Roundstone is regularly recognized as a Northeast Ohio Top Workplace by the Plain Dealer and cleveland.com. We are especially proud to be recognized as a Top Workplace since this honor is determined by anonymous feedback from our own employees. Roundstone employees enjoy a supportive workplace where they are engaged, valued and regularly recognized for their hard work at monthly company meetings. Roundstone’s core values are evident every day and are shared with the community through the sponsorship of community events and outreach.

Our Core Values

• Live well: Be healthier and bring positive energy to all you do.
• Work smarter: Get things done, better.
• Own it: Accountability is your middle name. Be on time, do what you say, and finish what you start.
• Be intellectually curious: Always be learning. See opportunity everywhere and have a drive to know.

Culture and fit are integral to success and in an effort to achieve a better match both from a candidate's perspective and our organization, please take a minute, click on the link and take the really brief survey: https://go.cultureindex.com/p/apWUAEe3ykHGx39

Don't meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Roundstone Insurance we are dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

Other requirements: Frequent travel both day and overnight, driver’s license and clean driving record, ability to sit and stand for extended periods, ability to lift 25-50 pounds at a time.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development, Consulting, and Sales

• Industries

  Hospitals and Health Care and Insurance

Referrals increase your chances of interviewing at Roundstone by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Child care support

Paid maternity leave

Paid paternity leave

Tuition assistance

Disability insurance

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