Confluence Insurance is a full service insurance brokerage and risk solutions firm catering to privately held companies and affluent individuals and families. We work with a range of private, public and non-profit clients in a number of major industry segments with operations spread throughout the country and the world. Clients have ranged in size from $1 million in revenue up to $1 billion with 10 to 1,000 employees. Responsibilities include:- Evaluate client needs and risk exposures- Account planning and territory management- Prospect and manage C-level and senior level relationships - Use a consultative approach with business owners to improve coverage and safety- Build excellent client relationships, offering value added strategic insight into their business - Work closely with carriers and customers to ensure proper and efficient claims management- Establish and maintain carrier relationships- Handle all aspects of commercial insurance needs- Develop and conduct effective presentations with decision-makers

Territory manager responsible for soliciting new business opportunities through direct contact while maintaining existing customer relationships, doubled book of business in two years with a 95% retention rate.Serve as liaison between customer and home office by fulfilling customer needs and requests via email and face to face communication, including- Establishing and building b2b relationships- Preparing reports and territory analysis and projections for leadership and executive team- Efficiently managing time and travel schedule over large territory and customer base including California, Colorado, Idaho, Nebraska, New Mexico, Oklahoma, Utah and WyomingMarket the organization by regularly attending and presenting at trade conferences

Managed book of business in Colorado and Wyoming as sales representative for commercial insurance division

Managed claims from initial report through resolution including contact with all pertinent parties as authorizer for medical case management, litigation, negotiation preparation, and settlements