Captive Solution Consultant (Internal)
Roundstone Captive Solution Consultant (Internal)
About Roundstone:
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
The Captive Solution Consultant is a subject-matter expert who helps employers, brokers/consultants, and internal teams understand the captive model and select, implement, and adopt the associated cost-containment solutions. This is a growth-enabling operations role that improves conversion, engagement, and retention of Bywater and our partner programs by ensuring Employers and Brokers understand Roundstone’s ecosystem partner programs and use them. This role serves as the operational bridge between clients, internal teams, and partner stakeholders, ensuring a smooth onboarding experience, effective education, and clear tracking of outcomes. As such, this role plays a critical role in supporting QBRs on behalf of Partner Solutions.
The Captive Solutions Consultant is accountable for developing and delivering training for Sales, Account Management, and other internal teams such that our talent possess a deep, working mastery of Roundstone's Group Captive Health Insurance solution — including the mechanics and captive fund structure, underwriting principles, cost containment philosophy, preferred partners, and point solutions.
This role also drives value through training and adoption of Roundstone’s external reporting tools (the reporting portal and Cedargate). This includes managing the day-to-day relationship with Cedargate, ensuring streamlined execution of onboarding and offboarding of employers, PBMs, and TPAs in their platform, including tracking and follow-up.
Key Duties & Responsibilities:
- Develop program onboarding materials, training guides, FAQs, and adoption resources in collaboration with the Vendor Manager and Partner.
- Create, manage, and deliver a comprehensive “technical” training including playbooks, visual explainers, primers, and knowledge assessments in collaboration with Partner Solutions peers and Marketing.
- Participate in and ensure preparation for ad-hoc Sales and Renewal client and broker meetings as the Partner Solutions and technical product subject matter expert.
- Provide data and support, joining calls as needed for Employer QBRs to reinforce value, drive engagement, and recommend next-step actions.
- Manage benefit year schedule for presentation of new solutions at renewal, executing a strategy to ensure clear and timely communication and follow-up on the current and proposed solutions.
- Track Employer onboarding into partner programs, via dashboards and reporting, and ensure follow-up in collaboration with Account Management and Onboarding.
- Track and follow up on Employer, TPA, and PBM onboarding and offboarding in the Cedargate platform, increasing access to dollar-one data correlated with higher renewal rates. Manage and ensure timely resolution of Cedargate escalations from Account Management and other stakeholders.
- Maintain clear dashboards and BOB reporting on onboarding progress, adoption trends, and outcome metrics. Support tracking of adoption, utilization, and pull-through at the client and end-user level with Customer Success and Partners.
- Identify program adoption barriers and work cross-functionally to remove operational, technical, or communication gaps.
- Partner with customer success, operations, product, and sales teams to align execution and escalation paths.
Qualifications
- 3+ years of experience in client success, implementation, program management, healthcare consulting, or related roles.
- Strong project management and cross-functional coordination skills.
- Experience educating clients and driving adoption of products, programs, or systems.
- Comfortable working with operational metrics, dashboards, and performance reporting.
- Ability to manage multiple clients and priorities while maintaining a high level of detail.
- Experience in healthcare, insurance, benefits, or partner-driven programs preferred.
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 cleveland.com, 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.