Lisa A. Bergmann, AAI, AINS, CIC, CPIW
Keene,NH
Summary
Dedicated Insurance professional with a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Seeking a position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
21
21
years of professional experience
Work History
Commercial Division Manager
Clark-Mortenson Agency/Hilb Group
09.2022 - Current
- Handled escalated complaints involving division operations and work of personnel under supervision.
- Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness.
- Eased team transitions and new employee orientation through effective training and development.
- Directed management meetings to enhance collaboration and maintain culture based on trust and group problem-solving.
- Trained new employees on proper protocols and customer service standards.
- Assisted in recruiting, hiring and training of team members.
- Maintained 92% retention on current Book of Business.
Business Insurance Advisor
Clark-Mortenson Agency/Hilb Group
06.2019 - 09.2022
- Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations.
- Developed marketing strategies to promote new insurance contracts or suggest additions and changes to existing policies.
- Retained 97.6% of newly assigned book of business and exceeded assigned new business goals by double in 1st 9 months for in year 1 and exceeded new business goal in 1st 6 months by over double in year 2.
- Met with carrier partner marketing personnel on new products and programs and trained team.
- Used strong analytical and problem-solving skills to develop effective solutions for challenging situations
- Demonstrated strong organizational and time management skills while managing multiple projects
Business Insurance Division Supervisor
Clark-Mortenson Agency Inc./Hilb
03.2004 - 06.2019
- Evaluated department employee performance and coached and trained to improve weak areas.
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
- Worked with management team to implement proper division of responsibilities.
- Identified individual employee's unique work styles and adapted management methods.
- Performed annual evaluations and reviews for 8 department employees.
- Handled customer complaints, resolved issues and adjusted policies to meet changing needs.
- Maintained a 93% retention on assigned Book of Business
Commercial Accounts Representative
Kapiloff Insurance Agency Inc.
04.2002 - 07.2004
- Maintained routine communication with clients to assess overall satisfaction, resolve complaints and promote new offerings.
- Used consultative sales approach to understand and meet customer needs.
- Contacted customers and prospects to generate new business to achieve company growth goals.
- Serviced existing accounts on regular basis to maximize revenue.
- Interacted with problematic accounts, helping to build lasting rapport and boosting revenue opportunities.
Education
Business & Accounting
Skills
- Detailed Personal & Commercial Division Product Knowledge
- Relationship Development, Enrichment Skills
- Underwriting, Rating Knowledge
- Understands Importance of Writing Profitable Business
- Proactive Team Player
- Results Oriented
- Detail Oriented
- Front-line Underwriting Knowledge
- Ability to Meet Deadlines
- Excellent Soft Skills
- Proficient in Multiple Carrier Quote and Issue Website Platforms
- Proficient in Microsoft Office Products, Multiple Vertafore Platform Agency Management Products
- Navigate and work in multiple Carrier Partner Quote/Issue Platform Websites
- Strong Ability to Interpret Policy Coverage forms
Timeline
Commercial Division Manager - Clark-Mortenson Agency/Hilb Group
09.2022 - Current
Business Insurance Advisor - Clark-Mortenson Agency/Hilb Group
06.2019 - 09.2022
Business Insurance Division Supervisor - Clark-Mortenson Agency Inc./Hilb
03.2004 - 06.2019
Commercial Accounts Representative - Kapiloff Insurance Agency Inc.
04.2002 - 07.2004
Franklin Pierce College - , Business & Accounting
Designation - Certified Insurance Counselor CIC - ,
Designation - Accredited Advisor in Insurance AAI - ,
Designation - Associates In Insurance - ,
Working Towards -CPCU - ,
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