Regional Sales Director, TPA Solutions

Crumdale Specialty · United States · posted 689mo ago

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About this role

About Crumdale Specialty

Crumdale Specialty is a diversified insurance firm providing custom, self-funded healthcare solutions to a limited distribution network of brokers, consultants, and agents nationwide. Ranked on the Inc. 5000 Fastest Growing Companies and Best Workplaces, we leverage industry expertise, superior talent, data analytics, and a disruptive mindset to manufacture, underwrite, and administer agile, transparent, and cost-saving solutions.

At Crumdale, people come first. We strive to make a positive impact on the people we serve. Our company culture is rooted in alignment, innovation, and integrity.

About the Job

As a Regional Sales Director, you will be a cornerstone of our growth strategy. This role demands a highly driven, organized, and strategic professional with a passion for sales, broker development, and consultative solution selling. You will be responsible for building strong broker relationships, managing a robust sales pipeline, and closing high-quality business aligned with our integrated health platform.

We’re looking for a driven, broker-focused sales leader who knows how to win in the self-funded health plan space, with a focus on positioning and growing our Third Party Administration (TPA) platform.

Requirements

Key Responsibilities

Drive regional revenue growth by developing and executing a strategic sales plan focused on TPA solutions within the broader health plan ecosystem
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, with an emphasis on TPA-led plan design and administration strategy
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 and competitor activity to proactively position solutions
Achieve and exceed assigned sales targets, growth metrics, and profitability goals
Ensure alignment with underwriting discipline and long-term profitability strategy
Represent Crumdale at industry events and broker functions to expand market presence
Uphold culture of alignment, innovation, and integrity

Qualifications

5+ years of successful sales experience in self-funded health plans, TPA platforms, stop-loss, or employee benefits markets
Demonstrated success building and managing broker/consultant relationships
Proven track record of meeting or exceeding revenue and growth targets
Strong understanding of alternative funding, captives, cost-containment strategies, and TPA operations
Ability to articulate complex solutions in a consultative, value-driven manner
Experience navigating multi-stakeholder sales cycles and leading executive presentations
Strong pipeline management and CRM proficiency
Financial acumen with focus on profitability
Entrepreneurial mindset and ability to operate independently
Willingness to travel within assigned region