Position Overview:

The Partner, Captive & Stop-Loss Strategy is responsible for originating and closing medical stop-loss captive business through high-quality benefit advisor relationships within an assigned region. This role combines technical product fluency with strategic relationship management to drive profitable growth of ClearPoint’s ClearChoice Health Plan Captive programs. 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 brokers, 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 qualification standards in the employer benefits space.

Responsibilities include:

·      Own full-cycle sales from prospecting through close for medical stop-loss captive programs.

·      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 brokers.

·      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 CRM discipline and ensure full 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.

Minimum qualifications:

·      3+ years of experience in stop-loss, or MSL Captive within a sales or production capacity.

·      Bachelor’s degree 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.