Erin Puhalski

Erin Puhalski Commercial Insurance Broker with over 30 years of successful Commercial Insurance Broker management and market negotiations. Contact Address 42 Chantilly Street, experience in customer service and operational efficiencies. Recognized consistently for performance excellence and contributions to success in the Insurance industry. Strengths in performance Work History 2014-09 - Senior Commercial Service Representative 2020-02 Josslin Insurance Brokers Limited, Kitchener, Ontario Administrative assistant for team of producers with Kitchener, Ontario, N2R 1V3 focus on large commercial accounts Phone Primary contact for assigned clientele providing - exemplary customer service which resulted in E-mail consistently achieving client retention of 94% or - greater LinkedIn Formulated various templates utilized by service representatives which increased efficiency and Https://www.linkedin.com decreased exposure to errors /in/erin-puhalski Successfully negotiated favorable account terms which resulted in significant savings for clients Skills Provided guidance to new brokers regarding processes, knowledge enhancement and data High-quality customer system maintenance service Product and service expertise - Senior Commercial Service Representative/Training Coordinator Staebler Insurance Brokers Limited, Kitchener, Ontario Training solutions Coordinated workshops for employees to better development understand industry products, operational efficiency Time management improvements and building client relationships Assessed skill gaps for employees in Commercial Written and oral Service department and developed training courses communication to meet identified needs. Relationship development Team building Problem resolution Organization Evaluated success of training programs and formulated strategies to enhance effectiveness. Completed compliance audits and developed needs analysis based on audit results Provided guidance to brokers regarding market selection and underwriting guidelines which resulted in increased sales and exceeding sales targets Software Microsoft Office Powerbroker Education 2015-11 - Canadian Accredited Insurance Broker 2017-05 Insurance Institute Of Canada - Kitchener CAIB I, II, III SigXP/ComXP Policyworks Compuquote Insurer portals 1990-01 - Registered Insurance Broker 1990-01 Insurance Institute Of Ontario - Toronto 1984-09 - High School Diploma 1988-06 Kitchener-Waterloo Collegiate And Vocational Inst. Kitchener Proficiency Award Business Mathematics Award