Roundstone · 9 hours ago
Territory Account Manager- Ohio & Michigan
Cleveland, OH
Full-time
Hybrid
Mid, Senior Level
3+ years expRoundstone is an innovative insurance company focused on helping employers save on healthcare benefits. The Regional Practice Leader is responsible for building and expanding advisor relationships, driving growth, and positioning the company's captive stop-loss program as a key solution for employers.
Financial ServicesHealth CareHealth InsuranceInsuranceRisk Management
Responsibilities
Develop New Advisor Relationships: Proactively identify and establish relationships with new advisors to expand the Roundstone brand and market presence and drive growth
Drive Advisor Growth: Partner with advisors to develop their business, win new binds, and ensure successful renewals and continuous growth opportunities
Collaborate Across Departments: Work closely with internal teams, underwriting, marketing, and customer success 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 geographic markets and advisor agencies to develop a robust sales pipeline, fostering long-term partnerships and consistent revenue generation
Qualification
Required
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
Proactive and Confident Approach: A self-motivated and results-driven professional who thrives in competitive and sophisticated environments and takes initiative to meet and exceed goals
Strong problem-solving skills are essential, including the ability to identify root causes, analyze information thoroughly, brainstorm creative solutions, combat competitive noise, critically evaluate options, implement effective strategies, and adapt to changing circumstances
Preferred
Ideally, a Deep Understanding of Employee Benefits: Demonstrated expertise in the intricacies of employee benefits, with the ability to communicate complex concepts effectively
Ideally, Health Insurance Industry Experience: 3–5 years of proven success within the health insurance industry, ideally in roles with advisors, wholesalers, or related sectors
Benefits
Medical, dental and vision benefits
Annual bonus
Dependent care 100% match up to max allowable
Parental leave
PTO beginning on Day 1
Tuition reimbursement
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
Company
Roundstone
Roundstone is an employee health benefits company that offers health benefits, reinsurance, risk management, and policy administration.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Jonathan McCorkle
Chief Financial Officer
Helen Simmons
Chief Information Officer
Recent News
Newswire
2025-12-04
2025-07-25
Company data provided by crunchbase