Crumdale Specialty

Account Executive

• Recommend new clinical strategies to improve the health of our groups, lower trend and promote savings by analyzing and interpreting prescription claims data
• Provide oversight of clinical programs
• Will be accountable for developing and presenting strategies to enhance pharmacy benefit savings for employers
• Clinical liaison for internal Specialty including account management, sales, underwriting, pricing, finance, and leadership
• Develops clinical materials and presentations for sales and marketing
• Provide clinical support to Specialty Solutions team including directly interacting with brokers, clients, patients, providers, and manufacturers
• Client-facing and direct interaction with PBM leadership teams, RX vendor Specialty, brokers and clients
• Meet with brokers and clients to discuss clinical trends, review relevant pharmacy data, and provide recommendations/supportive rationale for clinical management strategies
• Support the VP of Clinical Strategies & Solution in the development of new offerings for employer groups
• Support growth of pharmacy products, as well as assist in developing a robust clinical management playbook for client management
• Translate and decipher how current pharmacy/healthcare trends will affect our group’s clinical strategies
• Provide drug information and act as the clinical consultant/subject management expert on the account management team
• Proactively make recommendations for clients to stay ahead of the curve regarding drug pipeline activity (new generics, new brands, new clinical rules and specialty)

Clinical Account Executive

Account Manager

• Handle day-to-day relationships with clients
• Troubleshoot and respond to different types of requests
• Work with multiple partners to find client solutions
• Handle communications, project management, reporting, analyzing trends, solving member issues
• Address emergent needs for clients

Account Manager – PBM Division

Operations

• Under the direction of the VP of Learning & Development, support the design, delivery, and evolution of L&D initiatives.
• Manage the company’s Learning Management System (LMS) and third-party content libraries.
• Enhance the digital learning experience by managing content, system functionality, data accuracy, and user engagement.
• Collaborate with learning partners, HR, and stakeholders for onboarding, professional development, and compliance initiatives.
• Coordinate with departments to ensure learning is deployed for new hires and manage onboarding processes efficiently.
• Partner with stakeholders to gather technical content and refine training programs.
• Prepare reports on training activities and work with the VP to analyze performance data for program improvements.

Learning Operations Specialist

• Identify, research, and pre-qualify prospective broker partners that align with Crumdale’s distribution model
• Educate prospective brokers on Crumdale’s solutions through initial outreach
• Collaborate with Regional Sales Directors to support regional sales strategies and territory expansion
• Execute strategic outreach campaigns (calls, emails, LinkedIn) to generate consistent First-Time Appointments (FTAs)
• Partner with RSDs to build and refine outreach sequences within CRM
• Maintain a clean, up-to-date pipeline to support assigned RSD’s
• Support broader sales initiatives and special projects as assigned

Enterprise Sales Representative

Sales

• Build, execute, and continuously refine Crumdale’s national sales strategy across Stop‑Loss, Captive, TPA, and Specialty Benefits solutions
• Set clear sales goals, performance targets, compensation strategies, and forecasting dashboards
• Develop a disciplined pipeline management approach with strong accountability and transparency
• Identify new market opportunities, competitive advantages, and strategic partnerships
• Recruit, lead, mentor, and scale high‑performing Regional Sales Directors within assigned territories
• Establish training programs, playbooks, and repeatable processes for sales excellence
• Foster a culture of collaboration, motivation, and results, grounded in Crumdale’s values and client‑centric mindset
• Serve as a senior‑level relationship lead with key national and regional brokers, consultants and distribution partners
• Drive engagement, education, and alignment across the broker ecosystem to deepen channel partnerships
• Deliver consistent year‑over‑year revenue and margin growth
• Lead initiatives to expand into new regions, verticals, and product lines
• Collaborate cross functionally with Sales, Stop-Loss, Underwriting, Pharmacy, TPA, Compliance and operations teams to enhance value propositions and win new business
• Partner with Marketing to develop strong campaigns, branded materials, sales enablement tools, and market positioning
• Work closely with Operations, Client Success, and Implementation to ensure seamless onboarding and exceptional client outcomes
• Provide ongoing market feedback to Product, Underwriting, and Executive Leadership
• Own sales forecasting, performance analytics, market intelligence, and board‑level reporting
• Serve as a key member of the sales leadership team, contributing to Crumdale’s strategic planning and growth initiatives
• Ensure alignment between sales, underwriting, product, and operational roadmaps

VP of Sales

Analyst

• **Key Responsibilities**
• **1. Systems & Vendor Integration**
• - Act as the primary operational contact for eligibility and enrollment vendors
• - Monitor daily inbound/outbound eligibility files, validating formats, tracking, and acknowledgments
• - Troubleshoot file errors in partnership with the claims system team, external vendors, and internal stakeholders
• - Manage file connections across BenAdmin platforms, PBM, networks, CMS, and other partners
• **2. Eligibility Operations & Data Quality**
• - Maintain, update, and audit eligibility data across systems (including VBA)
• - Perform discrepancy research and root‑cause analysis across PBM, network, and claims data feeds
• - Process manual enrollments, terminations, and demographic changes as needed
• - Ensure timely and accurate eligibility for ID card production, claims adjudication, billing, and reporting
• **3. Claims System Configuration**
• - Build and configure new employer groups within the claims system (VBA)
• - Configure benefits, billing rules, workflows, and plan structures to support downstream teams
• - Maintain configuration integrity to ensure claims, billing, reporting, and member support function without system barriers
• **4. ID Card Configuration**
• - Configure ID card rules within claims and vendor systems
• - Create and maintain digital ID card templates and PDFs
• - Execute quick‑turn card updates driven by eligibility or plan changes
• **5. Implementation Support**
• - Support new client implementations by preparing EDI, configuration, connectivity, and operational readiness
• - Track milestones and dependencies across PBM, networks, vendors, ID cards, billing, and portals
• - Collaborate with internal teams and external partners to ensure a smooth and timely go‑live
• **6. Operational Excellence**
• - Maintain SOPs for eligibility workflows, reconciliations, and file exception handling
• - Ensure data integrity and operational efficiency as membership and vendor volume scales
• - Partner cross‑functionally with Billing, Claims, Customer Care, Networks, and IT teams

Eligibility & Configuration Analyst

Recruitment

• Full‑cycle recruiting for **Regional Sales Directors, VP‑level sales roles, and other distribution‑focused positions** across Crumdale’s specialty lines
• Proactively source high‑performing candidates with experience in:
• - Stop-loss underwriting or distribution
• - Captive sales
• - Middle‑market and large‑group employee benefits
• - PBM or healthcare cost‑containment solutions
• - Broker/consultant channel sales
• Build and maintain talent pipelines across key markets to support ongoing geographic expansion
• Leverage deep knowledge of the employee health insurance ecosystem to identify target competitors and high‑value talent pools
• Maintain current intelligence on compensation ranges, incentive structures, territory configurations, and competitor go‑to‑market models
• Partner with TA leadership and hiring managers to define candidate profiles, refine role scopes, and advise on market‑based hiring strategies
• Drive a high‑touch, personalized candidate experience from first outreach through offer close
• Assess candidate capabilities across:
• - Broker relationship development
• - Market penetration strategy
• - Technical knowledge of funding arrangements and cost‑containment
• - Revenue performance and pipeline discipline
• Facilitate interview processes with speed, clarity, and structured evaluation methods
• Partner closely with the VP of Talent Acquisition, sales leaders, and the executive team to forecast hiring needs and prioritize roles
• Provide regular reporting on pipeline health, search progress, and market insights
• Collaborate with HR and leadership to support onboarding and ramp‑success strategies for new RSD hires

Talent Acquisition Partner – Sales

Manager

• Project Leadership: Manage end-to-end renewal initiatives, including ongoing renewal review and change processes, lead sales and underwriting to executive directed outcomes, develop and support process improvements, and apply organizational-driven changes
• Cross-Functional Collaboration: Work closely with leadership, underwriting, clinical, Rx, sales, and account management teams to gather requirements, strategize on outcomes, and finalize deliverables; facilitate departments adherence and support of timely corporate initiatives, related stop loss renewal processes
• Risk Assessment: Analyze risk factors associated with renewal outcomes, develop strategies to mitigate potential losses and issues, and provide financial recommendations to foster retention and compliance
• Process Optimization: Identify opportunities to continually improve and streamline the renewal workflow, enhance efficiency, and ensure adherence to company guidelines and policies
• Stakeholder Communication: Maintain clear and consistent communication with all stakeholders, providing regular updates on renewal progress, challenges, and outcomes
• Training and Support: Facilitate training sessions and develop documentation to support the implementation of improved renewal processes or systems