Mariell Coker

Mariell Coker

Business Insurance

Member

Team

PowerLinks Certificate 10/15/2014
Orientation Essentials 09/03/2014
InfoMinute Seminar 07/14/2014

Development

HIG Commercial a Division of Haven Insurance Group

HIG Commercial a Division of Haven Insurance Group

404-938-8784

2200 Century Parkway
745
Atlanta, GA 30345

Company

At dinner on a cold January a great family friend mentioned that he thought his accountant was getting a bit forgetful and maybe was at retirement age. He said it again on another occasion so I told him about Scott Levine. Nothing ever came of the name drop, so I didn't think to brag on Scott again until my friend got back from his forth sailing trip in the Caribbean. He started working on the steps to fulfill his lifelong goal of owning a sail boat and sailing around from island to beautiful island. 

He's a business owner himself and his taxes are paid in a way that are no longer helpful in funding his goal. This convo came up at tax time this year. Naturally, I insisted he let me introduce him to Scott. I mean, he's mentioned taxes three times now. My friend agreed to the introcuction, but Scott's a busy guy with a heavy client load so I emailed Scott to see if the introduction was a thing. It was! 

Because of the referral my friend better understands the funds that need to be socked away to fullfil his dream of being a sailing captain. 

 

 

Referral Trigger Response

Virginia Highland Team

Introduced by:

Joined on 06/25/2014

Leadership

TeamCoOrdinator 02/09/2020
ParticipationCoOrdinator 12/07/2020
VisitorCoOrdinator
MembershipCoOrdinator
MentorCoOrdinator
Hand Pin 05/26/2021

Membership

5-year Pin 05/27/2020
3-year Pin 08/01/2018

Team