Carly Coaty
Round Rock,TX
Summary
Dedicated Insurance professional with experience in providing a wide range of high-quality insurance solutions, excellent client management, and insurance plan development. Successfully establishes relationships with clientele and delivers quality service.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Insurance Agency Owner
Coaty Insurance Agency LLC
01.2018 - Current
- Established a Captive Insurance Agency representing Farmers Insurance Group, Kraft Lake Brokerage, and outside appointments
- Successfully managed sales and retention of $1.2M GWP insurance book of business
- Responsible for all operational, productivity, and personnel functions of the agency
- Act as intermediary between client, and companies represented to ensure quality risk selection, coverage offering, and claims handling to a mutual satisfaction
Commercial Underwriting Team Manager
Farmers Insurance Group
08.2012 - 01.2018
- Responsible for all business insurance underwriting activity, and financial metrics of $32M GWP Territory - MN, IA, NE, ND & SD
- Built and maintained relationships with supporting business units, Commercial Wholesalers, Agents, and District Managers to support their goals and goals of the company
- People Leader of 12+ direct employees, responsible for their performance
- Oversaw workload distribution for the Commercial Underwriting Service Center, which consisted of 13 States and 60+ employees
Commercial Underwriter
Farmers Insurance Group
12.2007 - 08.2012
- Underwrote Business Insurance P&C products, as well as Workers Comp
- Managed the largest Retention book of business within the Service Center, for the Central and South Texas Regions
- Supported Retention financial figures of assigned territory through Combined Ratio, Premium Retention, New Money, GWP, and PIF
- Helped Central and South Texas exceed Premium Retention goals for 2011 and remain profitable with a Combined Ratio of 96.99% in a Cat-Mitigation prone area
Insurance Agent
AAA Texas
07.2005 - 12.2007
- Earned General Lines - Property & Casualty, Insurance License
- Responsible for insuring Personal Lines customers with new auto, home, watercraft, and umbrella policies
- Consistently executed 100% accuracy for all policies
- Compensation based on performance
Education
BBA - Marketing
Texas State University
San Marcos, TX08.2004
Skills
- Competitive
- Disciplined & Responsible
- Team Player/Leader
- Confident & Resilient
- Ability to Take and Give Criticism
- Negotiation and Persuasion
- Customer Support
- Sales Planning
Certification
Licensed: General Lines Insurance Agent
- Property and Casualty
- Life, Accident, Health & HMO
- License #: 1352433
- Issue Date: 10/11/2005
Completed CPCU courses: 510 and 551
Timeline
Insurance Agency Owner
Coaty Insurance Agency LLC
01.2018 - Current
Commercial Underwriting Team Manager
Farmers Insurance Group
08.2012 - 01.2018
Commercial Underwriter
Farmers Insurance Group
12.2007 - 08.2012
Insurance Agent
AAA Texas
07.2005 - 12.2007
BBA - Marketing
Texas State University
Similar Profiles
Howard PlotnickHoward Plotnick
Sales Manager at McDyer Insurance Agency, LLC (Allstate Insurance)Sales Manager at McDyer Insurance Agency, LLC (Allstate Insurance)
Katherine PruittKatherine Pruitt
Agency Representative/Office Manger at Ray Schrock Insurance Agency LLCAgency Representative/Office Manger at Ray Schrock Insurance Agency LLC
Crystin DomschCrystin Domsch
Licensed Insurance Agent CSR at Brent Wood Agency, LLC-Shelter InsuranceLicensed Insurance Agent CSR at Brent Wood Agency, LLC-Shelter Insurance
Savannah GowerSavannah Gower
Residential Team Lead at Travis Central Appraisal DistrictResidential Team Lead at Travis Central Appraisal District
Edward ParkEdward Park
Emergency Medical Technician / Operations & Logistics Manager at The United States Air ForceEmergency Medical Technician / Operations & Logistics Manager at The United States Air Force