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Theresa Mitchell Earns ACSR Designation

Theresa Mitchell

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Theresa Mitchell, a business  insurance account manager  at Allen Insurance and Financial,  recently achieved the designation of Accredited Customer Service Representative in Commercial  Lines from The Institutes, an insurance education organization.

Mitchell joined Allen in 2016. She is based in our company’s Southwest Harbor  office.

ACSR courses  help insurance professionals advance their skills, build knowledge and stay ahead of evolving trends so they can better serve their customers. Allen Insurance and Financial encourages all of the company’s employee-owners to include continuing education as part of their professional development goals.

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Amy Bowen Earns CPIA Designation

Amy Bowen, AAI, ACSR, CPIA

Amy Bowen, AAI, ACSR, CPIA

Amy Bowen, AAI, ACSR, a member of the  business  insurance team at Allen Insurance and Financial, has earned the Certified Professional Insurance Agent designation from the American Insurance Marketing and Sales Society.

The CPIA designation emphasizes critical skills in insurance underwriting, coverages marketing and client services.

Bowen also holds an Accredited Adviser in Insurance and an Accredited Customer Service representative (ACSR) designation. She joined Allen in 2013.

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Chris Wilson Earns CPIA Designation

Chris Wilson

Chris Wilson

Chris Wilson, ACSR, a member of the personal insurance team at Allen Insurance and Financial, has earned the Certified Professional Insurance agent designation from the American Insurance Marketing and Sales Society.

The CPIA designation emphasizes critical skills in insurance underwriting, coverages marketing and client services.

Wilson also holds an Accredited Customer Service representative (ACSR) designation. She joined Allen in 1998.

“All of us here at Allen are incredibly proud of Chris’s professionalism and commitment to both customers and community,” said Scott Carlson, personal insurance division manager at Allen Insurance and Financial.

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Jaime Hannan Earns Accredited Customer Service Representative Designation

Jaime Hannan-McMurrin

Jaime Hannan

Allen Insurance and Financial is pleased to announce that Jaime Hannan, a personal insurance account assistant has achieved the designation of Accredited Customer Service Representative in Personal Lines from The Institutes, an insurance education organization.

Jaime has been with the company for six years. She is based in our Rockland office.

ACSR courses  help insurance professionals advance their skills, build knowledge and stay ahead of evolving trends so they can better serve their customers. Allen Insurance and Financial encourages all of the company’s employee-owners to include continuing education as part of their professional development goals.

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Wendy Byrd Earns Group Benefits Disability Specialist Designation

Wendy Byrd

Wendy Byrd, an account manager on the benefits team at Allen Insurance and Financial, has earned a Group Benefits Disability Specialist designation from The Hartford School of Insurance.

“Professional development is important to all of our insurance divisions but especially so in the ever-changing field of employee benefits,” said Dan Wyman, benefits division manager.

“Disability benefits are an important part of a benefits package and can make a real difference in the lives of employees and their families.  This program allows Wendy to better serve our agency’s group benefits clients,” Wyman said.

Byrd has been with Allen Insurance and Financial since 2017.

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Anna Moorman Now Licensed as an Insurance Consultant in Maine

Anna Moorman

Anna Moorman, a member of the benefits team at Allen Insurance and Financial specializing in individual health insurance and Medicare,  is now a licensed life & health insurance consultant in Maine.

“Anna’s efforts demonstrate her deep commitment to continuing professional development,” said Mike Pierce, company president. “This commitment is important to all of our insurance divisions but it is especially so in the always-changing field of employee benefits.”

Moorman has been with Allen Insurance and Financial since 2012. She lives in Thomaston with her family.

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Deb McDonald Earns CIC Designation

Deb McDonald

Deb McDonald,  a member of the business insurance team at Allen Insurance and Financial, has earned the designation of Certified Insurance Counselor, one of the insurance industry’s most highly respected designations.

Deb is an account manager, working with businesses across Maine and the U.S.

The Certified Insurance Counselor program is maintained by the National Alliance for Insurance Education & Research. Earning the designation is just a first step on a path of rigorous, annual continuing education.

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Chris Richmond Earns CIC Designation

Chris Richmond, AAI, CMIP

Chris Richmond, AAI, CMIP

Chris Richmond, a member of the business insurance team at Allen Insurance and Financial, has earned the designation of Certified Insurance Counselor, one of the insurance industry’s most highly respected designations.

“CICs are recognized for expertise and commitment to the industry and it is no surprise this is a designation Chris has chosen to pursue,” said Michael Pierce, president of Allen Insurance and Financial. “A CIC designation is a benefit to Chris, to his clients and to everyone at our agency.”

Based at Allen’s office in Camden, Richmond  works with a range of business insurance clients,  specializing in marine-related industries.

He also holds the  Accredited Advisor in Insurance (AAI) and the Certified Marine Insurance Professional (CMIP) designations.

The Certified Insurance Counselor program is maintained by the National Alliance for Insurance Education & Research. Earning the designation is just a first step on a path of rigorous, annual continuing education.

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Abraham Dugal Now a CERTIFIED FINANCIAL PLANNER™ Professional

Abraham Dugal

Abraham Dugal

Abraham Dugal, a financial advisor at Allen Insurance and Financial, has achieved the designation of CERTIFIED FINANCIAL PLANNER™ Professional.

A member of the Allen Financial team since 2015, Dugal works with individuals, families, business and non-profit organizations providing investment management, risk management and financial planning services aligned with helping them to meet their financial goals.

The CFP® designation has become the most recognized in the financial planning community. Requirements include meeting stringent education and experience standards and a rigorous 10-hour exam. Dugal joins his colleagues Michael Pierce and Thomas C. Chester as the third CFP® on the Allen Financial staff.

“Abe’s efforts demonstrate his deep commitment to continuing professional development,” said Mike Pierce, company president. “Now more than ever our clients are well served by dedication to the requirements of programs such as these.”

A native of Lincolnville, Dugal is a graduate of Camden Hills Regional High School and Babson College in Wellesley, Mass., where he majored in business management with a concentration in finance. He holds FINRA Series 66 and 7 securities registrations. He lives in Camden with his wife and son.

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Stephanie French Earns Marine Insurance Designation

Stephanie French

Stephanie French

Stephanie French,  a member of the business  insurance team at Allen Insurance and Financial, has earned the Certified Marine Insurance Professional designation from the International Institute for Marine Insurance Studies.

The CMIP designation emphasizes critical skills in insurance underwriting, coverages marketing and client services for the marine and longshore industry.

Requirements include:

  • Insuring Waterfront Businesses
  • Insuring Marine Employees
  • Recreational Marine Insurance
  • Insuring Vessel Owners & Operators

“All of us here at Allen are incredibly proud of Stephanie’s professionalism and commitment to our marine industry customers,” said Dan Bookham, vice president of business development at Allen Insurance and Financial. “Stephanie’s certification and the continued education required to maintain it will serve our clients and our company well in this always-changing industry.”

French is an account manager in Allen’s  business insurance division. She has been with the company since 2010. She also holds the Accredited Customer Service Representative designation.