Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Marisa Coggins

Pearland

Summary

Accomplished Commercial Lines Account Executive with a proven track record of enhancing client portfolios and fostering robust carrier relationships. I am a generalist specializing in mid-size to large accounts. I'm well-verse in quoting through companies like Travelers, CNA, Texas Mutual, Liberty Mutual, The Hartford, Chubb and more. Leveraging expert knowledge in insurance coverage, coupled with exceptional time management and successfully managing multi-million-dollar book of business, significantly boosting account profitability and client satisfaction.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Worthen Insurance Group
12.2024 - Current
  • Work efficiently with underwriters and premium finance executives
  • Account Profitability - Ensures overall account profitability with a value-based approach for the scope of service and costs associated with the client
  • Cultivating relationships – carrier reps, underwriters and clients
  • Retain and grow book of business by identifying gaps in coverage
  • Renewal Process - Drives the renewal process by developing and implementing the client specific renewal strategy
  • Conduct policy reviews, execute change requests and process cancellations, review audits and prepare master certificates
  • Responsible for collecting client payment and executing carrier payment

Client Services Manager

Gallagher
10.2023 - 08.2024
  • Work efficiently with underwriters and producers
  • Account Profitability - Ensures overall account profitability with a value-based approach for the scope of service and costs associated with the client
  • Cultivating relationships - Retain and grow Gallagher business
  • Renewal Process - Drives the renewal process by developing and implementing the client specific renewal strategy
  • Expands book of business by adding new lines of business, conduct policy reviews, running retention audits and cross selling

Account Executive/Broker

Lockton Companies
08.2022 - 08.2023
  • Kept current with industry trends, insurance company changes, coverage developments, carrier appetite information and dissemination to commercial lines personnel as necessary
  • Delivered innovative and effective solutions for commercial risk clients with a focus on account management
  • Consulted on client exposure and coverages
  • Created market submissions in cooperation with producers
  • Evaluated, negotiated and finalized quotations from insurers
  • Primary point of contact between carriers and producers
  • Monitored carrier relationships and program performance including performance of each carrier

Account Executive/Broker

Aon
08.2018 - 08.2022
  • Provided a dedicated focus on developing successful carrier relationships within the region including coordination and participation in sales and marketing planning meetings with carrier partners
  • Developed and maintained consultative, partnership relationships with clients; understand their business sufficiently to provide advice, recommendations and services that are focused on their specific need as appropriate to their strategic business plans
  • Retained existing accounts and develops opportunities for revenue enhancement
  • Created comprehensive client service plans that reflect client's business and risk management goals, and includes an outline for the services to be provided and action plans that include critical milestones, due dates and accountabilities
  • Produced new business from new and existing clients
  • Ensured account profitability by managing the time and resources required to provide clients with high quality services
  • Communicated with clients and service team member to obtain the highest degree of client satisfaction
  • Provided experience and expertise in marketing of accounts

Association Programs Account Administrator

Brady, Chapman, Holland & Associates
09.2017 - 08.2018
  • Managed account documentation and provided information for regulatory compliance
  • Requested endorsements, set tasks for endorsement, check for accuracy and bill, if needed
  • Effectively marketed to carriers and customers; developed and maintained strong working relationships with customers and prospects
  • Update association info. i.e., number of units (homes) pools, values on grounds, clubhouse(s)/pool houses(s)
  • Maintained master spreadsheet as a tool to keep track of renewal activity per association, certification issuance, additions and deletions and deletions an invoicing
  • Reviewed accounting history, responded to accounting inquiries, corrected discrepancies and contacted clients on receivable collections
  • Served as technical expert, assisting department members to resolve complex issues

Commercial Account Manager

Assured Partners of Houston, LLC DBA Maxim Group
05.2014 - 08.2017
  • Responsible for the combined commercial line functions of account management, to develop and sustain relationships with existing clients
  • Quoted accounts within authority limits by review of exposure and experience rating
  • Supported marketing and underwriting decisions that are consistent with business unit growth and retention goals
  • Responsible for invoicing, renewal, endorsements, audits and cancellations for non-admitted carriers
  • Utilized Management System: Applied-TAM and Applied EPIC
  • Communicated with insured's/customers and internal departments

Education

High School Diploma -

St. Croix Educational Complex
St. Croix, Virgin Islands

Skills

  • Technical proficiency
  • Skilled in utilizing Microsoft Office applications
  • Customer relationship development
  • Account servicing expertise
  • Analytical thinking
  • Effective communication skills
  • Strong focus on accuracy
  • Commitment to professional standards

Certification

  • Certified Insurance Sales Representative CISR (2012 – 2020)
  • General Lines Insurance License
  • Virgin Islands Property and Casualty License

Timeline

Worthen Insurance Group
12.2024 - Current

Client Services Manager

Gallagher
10.2023 - 08.2024

Account Executive/Broker

Lockton Companies
08.2022 - 08.2023

Account Executive/Broker

Aon
08.2018 - 08.2022

Association Programs Account Administrator

Brady, Chapman, Holland & Associates
09.2017 - 08.2018

Commercial Account Manager

Assured Partners of Houston, LLC DBA Maxim Group
05.2014 - 08.2017

High School Diploma -

St. Croix Educational Complex

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