Jon Berg
Underwriting Supervisor
Lincoln,VT
Summary
10 Years of experience leading teams to ensure maintaining high standards. Utilizing extensive knowledge of underwriting processes and insurance regulation to drive compliance and operational efficiency. Maintaining a track record of fostering team collaboration and delivering consistent, reliable results.
Overview
23
23
years of professional experience
Work History
Personal Lines Underwriting Supervisor
Vermont Mutual Insurance Group
Montpelier, VT
05.2021 - Current
- Lead and mentor a team of 12 underwriters, ensuring adherence to company policies, standards and industry regulations
- Manage employee engagement to keep high employee morale
- Collaborate with internal stakeholders to streamline underwriting workflows and processes to improve service levels
- Conduct audits to maintain underwriting accuracy and compliance with company standards
- Drive continuous process improvements to optimize efficiency and customer satisfaction
- Investigation and response of complaints through the Department of Insurance and MyVM
Sales Manager
DealerPolicy / Winooski Insurance
Williston, VT
01.2015 - 01.2021
- Managed a team of 20 insurance sales agents, both in-office and remote
- Recruited, trained, and developed employees to exceed performance goals
- Audited agent work for quality assurance and provided coaching for improvement
- Implemented strategies to maximize productivity, engagement, and customer satisfaction
- Designed training plans to enhance product knowledge and sales effectiveness
Customer Service Representative & Personal Lines Agent
Liberty Mutual Insurance
Williston, VT
08.2009 - 01.2015
- Maintained strong relationships with new and existing customers, providing policy guidance
- Identified cross-selling opportunities and generated leads for the sales team
- Assisted sales professionals in expanding their client base and improving policy retention
- Sold and advised clients on auto, home, life, and other insurance products
Insurance Agent & QA Auditor
GEICO
Woodbury, NY
01.2002 - 08.2009
- Conducted risk assessments, field underwriting, and provided customized policy recommendations
- Consistently met or exceeded sales, cross-selling, and quality assurance targets
- Audited agent calls to ensure compliance with underwriting and customer service standards
- Provided coaching and feedback to agents to improve performance and maintain quality metrics
Skills
Change management
Team building
Goal setting
Training and coaching
Work Planning and Prioritization
Performance evaluations
Effective Conflict Management
Quality assurance
Timeline
Personal Lines Underwriting Supervisor
Vermont Mutual Insurance Group
05.2021 - Current
Sales Manager
DealerPolicy / Winooski Insurance
01.2015 - 01.2021
Customer Service Representative & Personal Lines Agent
Liberty Mutual Insurance
08.2009 - 01.2015
Insurance Agent & QA Auditor
GEICO
01.2002 - 08.2009
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