Territory Account Manager

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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  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…