Territory Account Manager, Northern California

Position: Territory Salesperson, Northern California & Northern Nevada
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 driver of growth on our Sales team, the Regional Practice Leader (RPL) is responsible for building and expanding advisor relationships across their territory, with a relentless focus on winning new business. This role is about competing, persuading, and closing—positioning our captive stop-loss program as the go-to solution for employers seeking smarter employee health benefits strategies.

The RPL thrives in high-stakes, competitive situations. From engaging advisors to presenting directly to employer groups, you will bring confidence, authority, and energy to every interaction. You'll own the proposal process, differentiating our program and driving results through your ability to simplify complex concepts and make them compelling.

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.

• Travel to the sales territory requires 8-10 overnight stays a month.

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.
• Perform other tasks and responsibilities as assigned by the manager to support team goals and business operations.
• Ohio Accident and Health Insurance Producer License preferred or must be obtained in the first 90 days.

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.

Better Benefits:
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
• 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

More About Roundstone
Headquartered in Rocky River, Ohio, Roundstone is proud to be a Northeast Ohio Top Workplace as recognized by
The Plain Dealer
and

, based on anonymous employee feedback. We foster a supportive, values-driven culture where employees feel engaged, valued, and celebrated. Roundstone has also been named an Inc. 5000 award recipient for eight consecutive years, reflecting our continued growth and success.

Our Core Values

• Live well: Be healthier and bring positive energy to all you do.
• Work smarter: Get things done, better.
• Own it: Accountability is your middle name. Be on time, do what you say, and finish what you start.
• Be intellectually curious: Always be learning. See opportunity everywhere and have a drive to know.

Culture and fit are integral to success and in an effort to achieve a better match both from a candidate's perspective and our organization, please take a minute, click on the link and take the really brief survey:

Don't meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Roundstone Insurance we are dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

Other requirements: Frequent travel both day and overnight, driver's license and clean driving record, ability to sit and stand for extended periods, ability to lift 25-50 pounds at a time.