Position Summary

Enterprise Group Planning is seeking an accomplished and highly driven Senior Sales & Marketing Manager – Employee Benefits (TPA) to lead regional growth across Ohio. This senior-level role is responsible for expanding EGP’s presence through broker and consultant development, employer group sales, and execution of targeted sales and marketing campaigns focused on self-funded and level-funded employer health plan administration.

The ideal candidate brings strong broker credibility, deep technical knowledge of stop-loss and employer funding strategies, and a consultative sales approach that positions EGP as a long-term strategic partner to employers and advisors.

Key Responsibilities 

Broker, Agent & Consultant Development

• Identify, prospect, and onboard new brokers, agents, and consultants throughout Ohio.
• Develop and execute an active broker engagement strategy, including regular meetings, education sessions and pipeline reviews.
• Deliver broker training on EGP’s self-funded and level-funded solutions, stop-loss structures and overall value proposition.
• Build long-term, consultative broker relationships and position EGP as a strategic partner.

Employer Group Sales Execution

• Drive new employer group sales for self-funded and level-funded health plans.
• Lead employer and broker discovery meetings to assess plan design, funding and cost containment objectives.
• Develop and present customized solutions incorporating:
  • Plan design alternatives
  • Provider and network configurations
  • PBM and managed care strategies
  • Stop-loss structures and risk mitigation approaches
• Lead pricing discussions, negotiations and closing activities.

Quoting, Underwriting & RFP Management

• Coordinate employer group quoting with internal underwriting teams and external stop-loss carriers.
• Gather, validate, and manage census, claims and plan data to support accurate pricing.
• Lead end-to-end RFP responses, including narrative development, pricing exhibits and solution positioning.
• Ensure proposals are accurate, competitive, compliant and delivered on time.

Stop-Loss & Carrier Coordination

• Work directly with EGP’s underwriting team and stop-loss carrier partners.
• Lead negotiations of stop-loss terms, rates, and contract provisions.
• Educate brokers and employers on stop-loss mechanics, risk tolerance, and renewal strategies.

Sales Campaigns & Marketing Execution

• Design and execute targeted regional sales campaigns focused on defined employer segments and broker channels.
• Partner with marketing resources to develop and deploy sales tools, broker communications and thought-leadership content.
• Track campaign effectiveness, conversion rates and return on investment.

Pipeline, Forecasting & Market Intelligence

• Maintain an accurate and disciplined sales pipeline.
• Forecast new group installations and revenue by quarter and year.
• Monitor competitor activity, pricing trends and market dynamics.
• Provide regular reporting, insights and strategic recommendations to senior leadership.

Internal Collaboration & Implementation Handoff

• Partner closely with implementation and account management teams to ensure a smooth onboarding experience for new employer groups.
• Participate in kickoff and transition meetings as needed.
• Maintain strong broker and client relationships through implementation and early service and renewal cycles.

Qualifications & Experience

Required

• 7–10+ years of employee benefits sales experience, with a strong emphasis on TPA solutions.
• Demonstrated success selling self-funded and level-funded employer health plans.
• Deep understanding of stop-loss insurance, underwriting processes and employer risk structures.
• Established broker, agent and consultant relationships within the Ohio market.
• Strong consultative selling, negotiation and executive-level presentation skills.

Highly Preferred

• Prior experience working directly for a third-party administrator.
• Experience leading or managing regional sales campaigns.
• Strong familiarity with Ohio employer and broker markets.
• Ability and willingness to travel regularly throughout the assigned territory.

Preferred Attributes

• Strategic, relationship-driven sales leader with a strong market presence.
• Highly organized with the ability to manage complex opportunities and long sales cycles.
• Comfortable engaging with senior HR, finance and executive leadership at employer organizations.
• Results-driven with a disciplined approach to pipeline management and forecasting.
• Collaborative partner who works effectively across underwriting, implementation, operations and marketing teams.

Why Join Enterprise Group Planning

Enterprise Group Planning is a privately held, growing health care administrator committed to delivering exceptional service while fostering a collaborative, people-first culture. We offer:

• Competitive compensation
• Comprehensive benefits package
• Remote-friendly work environment
• Supportive, experienced leadership
• Long-term career growth opportunities within a stable health care industry