Mary Cottrell

Account Manager for large commercial accounts. Manage a current book of business with revenue exceeding $1.6 million with a 99% retention rate.

• Marketing and placing commercial lines new business for large accounts
• Managed a book of business of $1.2 Million in revenue with a retention of 90%
• Gather necessary information from clients in order to prepare comprehensive risk evaluation an proposals to ensure renewal success
• Regularly produce client proposals, analysis and perform presentations
• Developed deep knowledge of customer businesses and relationship to company objectives.
• Interacted regularly with clients and underwriters
• Provide assistance with coverage questions and program adjustments; solve problems regarding client account issues
• Worked effectively in fast-paced environments.
• Skilled at working independently and collaboratively in a team environment.
• Proven ability to learn quickly and adapt to new situations.

Serviced a large book of commercial lines accounts handling day to day needs of the client. Also marketed all accounts, negotiated pricing, proposed coverage and worked through the issuance process.

• Collaborated with underwriters to ensure accurate policy issuance and appropriate coverage levels.
• Coordinated cross-departmental efforts to resolve complex issues, ensuring a seamless experience for clients.
• Negotiated competitive insurance rates with carriers, maximizing value for clients.
• Managed accounts in the Palm Beach County market with territory size of $1.2 Million in revenue.

• Developed high-performing teams by providing mentorship, guidance, and opportunities for professional growth.
• Enhanced team collaboration through regular communication, goal setting, and performance evaluations.
• Established a culture of continuous improvement by fostering open communication channels and empowering employees to voice their ideas.
• Cultivated a positive work environment that fostered employee engagement, increased retention rates, and boosted overall team morale.
• Developed business for this new carrier
• Maintained premium production reports for all agents and help them accountable for the committed production goals

• Created reports to track performance of marketing campaigns and suggest improvements.
• Collaborated with cross-functional teams to create cohesive marketing strategies that aligned with company goals and objectives.
• Responded to customer inquiries promptly and professionally to increase customer satisfaction.
• Provided exceptional customer service at promotional events, fostering positive relationships with potential clients and partners.
• Coordinated with sales and operational teams to verify alignment of marketing initiatives with company goals.
• Traveled extensively to encourage agents to join our team
• Strengthened outreach by coordinating events to maximize marketing initiatives.
• Created and launched campaigns across digital and traditional channels to drive sales.

• Marketing and placing commercial lines new business for large accounts
• Managed a book of business of $1.2 Million in revenue with a retention of 90%
• Gather necessary information from clients in order to prepare comprehensive risk evaluation an proposals to ensure renewal success
• Regularly produce client proposals, analysis and perform presentations
• Interacted regularly with clients and underwriters
• Provide assistance with coverage questions and program adjustments; solve problems regarding client account issues
• Worked effectively in fast-paced environments.
• Self-motivated, with a strong sense of personal responsibility.
• Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
• Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
• Skilled at working independently and collaboratively in a team environment.
• Proven ability to learn quickly and adapt to new situations.

• Marketing and placing commercial lines new business for large accounts
• Managed a book of business of $1.2 Million in revenue with a retention of 90%
• Gather necessary information from clients in order to prepare comprehensive risk evaluation an proposals to ensure renewal success
• Regularly produce client proposals, analysis and perform presentations
• Interacted regularly with clients and underwriters
• Provide assistance with coverage questions and program adjustments; solve problems regarding client account issues
• Worked effectively in fast-paced environments.
• Skilled at working independently and collaboratively in a team environment.
• Proven ability to learn quickly and adapt to new situations.