New Business Support
My name is Lisa Berg and I began working with the team at Target Insurance Services Inc. in June of 2014, after moving to the Kansas City area from Fargo, North Dakota. I serve as an Assistant to the Life Insurance Case Managers.
My primary duty is to create images of our insurance applications, organize and house them in our secure storage system. I also submit applications and payments to our insurance carriers and assist with various policy issues. I am flexible and I can adapt to assisting in various areas in the office to support the Target Team.
Target Insurance Services, Inc. is a General Agency specializing in Life, Disability, Long-Term Care, Critical Care and Annuity Solutions to manage risk. Our customers are advisors, agents and brokers. We are a multi-carrier wholesaler that can design risk packages for your clients in a professional manner which honors your client relationships.
It is my goal to accurately and expeditiously transfer hardcopy applications to the appropriate carriers so the application process is seamless. I enjoy working with my co-workers and supporting the Case Managers.
My hometown of Fargo, ND hosts a full marathon every May. The running course passes directly in front of my family’s home and I have been cheering on runners since the inception of the run in 2005. I enjoy the yearly event with my family and we create signs, serve fruit and encourage the participants. The Fargo Marathon Rocks!
Connect with Lisa on Linkedin.