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About Us

For 30 years, Berg Insurance Agency, Inc. has provided the highest level of honesty, integrity, professionalism and customer services to its more than 2000 policy holders and 400 plus Homeowner Associations and International clientel. The current structure includes Jim Berg, President, his son Michael, and nine other full time insurance specialists. Each person has his or her own responsibilities and, like any good team, contributes to the overall success of the agency. Below, you will find a list of the people who work so hard every day to provide for our customers needs. Please feel free to contact us regarding any of your insurance needs.


James Berg
President

Jim founded Berg Insurance Agency, Inc. in 1973 after receiving his Bachelors degree in History from the University of California, Los Angeles. While studying at UCLA he lettered in both football and rugby. He began as a multi lines insurance agent with an office in Mission Viejo. Over the passed 30 years he has remained an integral part of the South Orange County insurance community, with his office now in Lake Forest.

In 1985, the focus in his agency became providing insurance to Homeowner Associations. Jim joined the California Associations Institute and has since served on a number of committees. Over the years, he has remained active in CAI and kept close contacts with the California Association of Community Managers (CACM), attending trade shows and local functions to foster the exchange of information between himself and the associations he works with.

Jim’s concern for people in general and his desire to maintain a high level of honesty and integrity have helped build the agency into one of the premier insurance agencies in Southern California. With the continued growth of his large commercial insurance book of business and continued writing of personal lines insurance, the addition of his son Michael as members of the agency, and nine full time insurance specialists, Jim is ready to take Berg Insurance Agency, Inc. from a Premier to an Elite insurance agency.


Lyndsey Hudgins
Certificate Department Coordinator

Lyndsey Hudgins, a recent transplant from the bay area, has managed the boundless task of coordinating the certificate department for the past year. Her knowledge of Certificates and Evidences of Insurance provides clients and colleagues with a reliable, vast source of information. Along with her productive days at Berg Insurance Agency, Lyndsey is a full time college student and a talented on-stage performer. Her theatrical background and up beat personality make her a fun member of the Berg staff.

Contact Lyndsey at 949-830-4590 extension 217.

In order to obtain an evidence of property insurance please fax a request to 949-243-0891.

To receive a Certificate Liability Insurance, please click the icon below, fill out the pertinent information, and a representative will contact you.

-Certificate of Liability Insurance Request Form-


Mellanie Rouse
Senior Commercial Accounts Manager

Mellanie Rouse has over 21 years of insurance experience, with an emphasis on commercial lines Insurance. Mellanie was raised and educated in South Hampton, England, then relocated to Southern California. She is a philanthropist at heart and an active member of the community volunteering her time for numerous charitable organizations. Her diligent, English tenacity continues to impress clients and co-workers alike. Mellanies’ experience and humorous nature make her a bonus to our agency.


Contact Mellanie at 949-830-4590 extension 211 with regards to any Commercial Condominium associations beginning with the letters O-Z.


Patty Evans
Personal Lines

Patty Evans has over 17 years insurance experience, specializing in Personal Lines. Originally from Iowa, Patty and her husband have lived in Southern California for the last 30 years, where they have raised their two boys. Patty’s happy and friendly disposition, along with her knowledge makes her an great asset to our agency.

Contact Patty at 949-830-4590 extension 210 with regards to any of your personal insurance inquiries.

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Michael Berg
Personal Lines Manager
Commercial Producer/Agent

Michael Berg has been a licensed insurance agent and member of the Berg Insurance Agency for over five years. He currently oversees the Personal Lines Department and handles client inquiries regarding Commercial and Personal Insurance. Here he handles Life Insurance and Retirement Plans for our large personal lines client base. After receiving his degree in Earth Sciences from the University of California, Santa Cruz, Michael worked for a local geotechnical firm as a Staff Geologist before joining the agency. His prompt responses to client issues, personable style and friendly voice make him a welcome addition to the agency.

Contact Michael at 949-830-4590 extension 216 with regard to any of your Personal Lines Policies, Life Insurance, Health Insurance or Retirement Plans.

Click on the icon below to request a quote
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Vicki Jensen
Personal Lines

Vicki Jensen has spent 10 years in the insurance industry after growing up in Southern California. She joined our team in 2002 and has proven to be invaluable to our personal lines clients. Vicki and her husband, a musician, have one daughter and live in Laguna Niguel.

Contact Vicki at 949-830-4590 extension 215 with regards to any of your personal insurance inquiries.

Click on the icon below to request a quote
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Kathi Duncan
Commercial Customer Service Representative
Farah Lurassebi
Commercial Lines Producer/Agent

Farah joined Berg Insurance Agency, Inc. in October of 2003. She brings with her over 18 years experience in the insurance industry, all with a focus on Commercial Insurance. Her contacts and skill has quickly become a great asset to the agency, and she continues to cultivate her talent as a risk assessor by reaching to new insurance environments.


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