Mary Berger
Rochester,MI
Overview
26
26
years of professional experience
1
1
Certification
Work History
Senior Commercial Account Manager
Paye Fischer Krause Insurance Agency
Clinton Township
08.2020 - 09.2022
- Analyzed client needs to identify coverage solutions and produced policy and quotes.
- Prepared customer presentations and demonstrations of products to solicit new business.
- Negotiated rates to set up finance contracts.
- Processed daily mail, email and phone calls from customers and producers to generate new business.
Commercial Account Manager
Whims Insurance Agency
Rochester, MI
01.2023 - 09.2023
- Negotiated rates to set up finance contracts.
- Commercial Insurance providing all aspects of commercial client needs to identify coverage solutions and produced policy and quotes.
- Processed daily mail, email and phone calls from customers and producers to generate new business.
- Prepared customer presentations and demonstrations of products to solicit new business.
Commercial Account Executive
Doeren Mayhew
Troy MI
09.2019 - 02.2020
- Articulated intricate cloud technologies and big data in easy-to-understand terminology.
- Used solution approach to selling and creating value for customers.
- Assessed accounts and developed strategy to identify and engage buying centers.
- Orchestrated and worked with teams to maximize impact.
- Managed accounts to retain existing relationships and grow share of business.
- Prepared sales presentations for clients showing success and credibility of products.
- Communicated product quality and market comparisons by creating sales presentations.
- Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.
Commercial Agent CSR
Allstate Insurance Companies
Macomb, MI
08.2012 - 04.2017
- Documented customer interactions and transactions for accurate, up-to-date records.
- Provided primary customer support to internal and external customers.
- Trained new customer service representatives on best practices, policies and procedures.
- Reviewed and adjusted customer coverage levels to address, identify, and resolve customer conflicts.
- Completed customer applications and updated records to reflect current information.
- Assessed customer needs and recommended suitable insurance policies.
- Adhered to underwriting, rating and compliance criteria and guidelines to determine associated financial risks.
- Bolstered customer retention by creating and offering unique discount options and inspiring interest in new product lines.
Commercial Service Dept Manager
First Independent Agency
Sterling Heights, MI
03.1998 - 11.2015
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
- Established team priorities, maintained schedules and monitored performance.
Education
Continuing Education
CPCU - Insurance And Risk Management
Real Estate Business Management
Skills
- Revenue Generation
- Sales Tactics
- Client Relationship Building
- Emotional intelligence
Certification
- Licensed Job Title - Timeframe
Timeline
Commercial Account Manager - Whims Insurance Agency
01.2023 - 09.2023
Senior Commercial Account Manager - Paye Fischer Krause Insurance Agency
08.2020 - 09.2022
Commercial Account Executive - Doeren Mayhew
09.2019 - 02.2020
Commercial Agent CSR - Allstate Insurance Companies
08.2012 - 04.2017
Commercial Service Dept Manager - First Independent Agency
03.1998 - 11.2015
Kaplan Insurance - , Continuing Education
Lawrence Technological University - CPCU , Insurance And Risk Management
Macomb Community College - , Real Estate Business Management