- Drive regional revenue growth by developing and executing a strategic sales plan focused on health plan solutions.
- Cultivate and expand relationships within the limited distribution network of brokers, consultants, and agents.
- Identify, develop, and close new business opportunities while strengthening existing partner relationships.
- Educate broker partners on the full suite of health plan solutions, including stop-loss, captives, and alternative funding strategies.
- Serve as a trusted advisor to brokers and consultants by delivering data-driven insights and strategic plan design recommendations.
- Collaborate cross-functionally with underwriting, actuarial, operations, and leadership teams to deliver competitive, customized proposals.
- Lead finalist presentations, strategy meetings, and executive-level discussions with brokers and employer groups.
- Maintain a disciplined pipeline management process, providing accurate forecasting and sales reporting.
- Monitor regional market trends, competitor activity, and emerging opportunities to proactively position solutions.
- Achieve and exceed assigned sales targets, growth metrics, and profitability goals.
CRM