Timothy W. Puffer Ii, Cpcu, Ais Email & Phone Number

Kalamazoo, MI, US

Collaborate with owners and consultants in creating concept site plans for self-storage development and expansionGuide projects from concept plan through the site plan and building permit approval processCreated 105 step site plan and building permit approval processSource and interview architects, civil engineers, and other project applicable consultants

Kalamazoo, Michigan, United States

Commercial underwriting for the bar, restaurant, brewery, winery, gas station, gentleman’s club, convenience store, and fraternal club nichesNew business growth of $100,000 per monthUnderwriting territory included Michigan, Wisconsin, and IllinoisReviewed Loss Control Reports and made suggestions for clients to mitigate or eliminate risk exposuresBuilt.

Lansing, Michigan Area

Consult with storage facility owners on why having a tenant insurance program helped to protect their business and increase profitabilityEnrolled 15 facility owners into tenant insurance programVisited average 6 facility owners per week in territory of Michigan and OhioDiscussed resources for facility owners to help enhance their business and increase.

Lansing, Michigan Area

Commercial risks underwritten include contractors, mercantile, apartment and condominium complexesPersonal lines underwritten included home, auto, umbrella, and dwelling fire risksContributed on department project to enhance the certificate of insurance processUnderwriting territory of 100+ agents located in Southeastern Michigan

Farmington Hills, MI

Underwriting of difficult to place personal lines risks including high net worth homeowners, builders’ risk, dwelling fire, inland marine, and autoCollaborate with insurance carrier partners to underwrite and bind accountsInsurance broker relationships enhanced via making 120 agency visitsMentored underwriting assistants Developed strategies with agency.

Fremont, MI

Directly contributed to company profitability with 55% loss ratio across auto, home, marine, umbrella, and dwelling fire lines of business$13 Million written premium territory consisting of 45 agents15% territory premium growthCollaborated with insurance broker partners to assess their needs for their insuredExamined loss control and inspection reports in.

Midland, MI

Established book of business of approximately $40,000Built mutually beneficial relationships with insurance carrier underwritersTailored insurance program to fit client specific needsResponsible for working on walk in and internet leads

Averaged 15 new accounts per month in market with 50% market penetrationDeveloped more effective prospecting journeyMade average of 30 cold calls per day

Olivet, Michigan, United States

Insurance and Risk Management StudentGamma Iota Sigma

Actively participated in client meetings and reviews on accounts with $200,000+ premium.Compared expiring and renewing client policies to note any significant coverage differences.Assisted account managers in preparing insurance proposals for clients. Worked with client account administrators to prepare surplus lines taxes on various client properties; as.

Jackson, MI

Daily interactions with clients. Responsible for receiving and processing client payments. Solved any questions client had regarding their coverage, bill, claims, and/or any other issues. Contacted clients and arranged an average of 15 financial reviews with the agent daily Learned the basics of State Farm proprietary client management and prospecting.