Allen People

Jeremy Pickford

Allen Insurance and Financial is pleased to announce that Jeremy Pickford, a member of the business insurance team in the company’s Camden office, has earned an Accredited Adviser in Insurance designation from the American Institute for Chartered Property Casualty Underwriters.
Designations such as AAI demonstrate an insurance broker’s tested knowledge in their field. Allen Insurance and Financial supports all its employees in their efforts to continue their education.
The AAI program requires nine separate exams; the course outlines risk analysis techniques and tools, while providing an in-depth understanding of commercial insurance products and services.

Allen Insurance and Financial of Camden is pleased to announce that Brandy Schofield has successfully completed the National Association of Health Insurance Underwriter’s Consumer Directed Health Care Certification Course.
The Consumer Directed Health Care Certification provides account manager professionals with strong technical knowledge of the rules and regulations pertaining to various types of consumer directed health care options and proven methods for communicating those options to employers and employees in a compelling way.
Consumer directed health care options, including those for Health Savings Accounts (HSAs), Flexible Spending Accounts (FSAs) and Health Reimbursement Arrangements (HRAs), have opened new opportunities for consumers and created new responsibilities for agents and brokers.
Schofield participated in the NAHU program under the auspices of Allen’s in-house education program which emphasizes continuing education for all of the agency’s 68 employees.
She is an account manager in Allen Insurance and Financial’s insured benefits division.

Jo-Ann Neal

Allen Insurance and Financial of Camden is pleased to announce that Jo-Ann Neal has successfully completed the National Association of Health Insurance Underwriter’s Benefits Account Manager Certification Course.
The Benefits Account Manager Certification provides account manager professionals with an understanding of the complex and critical role an account manager plays in the health and benefits arena.
Neal participated in the NAHU program under the auspices of Allen’s in-house education program which emphasizes continuing education for all of the agency’s 68 employees.
Neal is an account manager in Allen Insurance and Financial’s insured benefits division.
Neal joined the company in 2013 and works with clients on group benefits. She also assists individuals enrolling in Medicare and individual health insurance.

Valerie Robinson

Valerie Robinson,  a business insurance account manager at Allen Insurance and Financial recently achieved the designation of Accredited Customer Service Representative in Commercial  Lines from the Independent Insurance Agents & Brokers of America.
The ACSR designation program was developed to recognize the contribution made to each customer by the service they are provided through independent insurance agencies such as Allen Insurance and Financial.
Independent Insurance Agents & Brokers of America is the nation’s oldest and largest national association of independent insurance agents & brokers with more than 300,000 members. Find them online at independentagent.com.

Holly Shields

Holly Shields, a personal insurance account executive at L.S. Robinson Co. insurance recently achieved the designation of Accredited Customer Service Representative in Personal Lines from the Independent Insurance Agents & Brokers of America.
The ACSR designation program was developed to recognize the contribution made to each customer by the service they are provided through independent insurance agencies such as L.S. Robinson Co.
Independent Insurance Agents & Brokers of America is the nation’s oldest and largest national association of independent insurance agents & brokers with more than 300,000 members. Find them online at independentagent.com.

Meesha Luce

Allen Insurance and Financial is pleased to announce that Meesha Luce, Leann McMusic and Chris Wilson are now licensed to sell life insurance in Maine.

Leann McKusic

All three are personal insurance account managers in Allen’s Rockland office.
“Expanding their insurance knowledge to life insurance will allow  Meesha, Leann and Chris to better serve our agency’s personal insurance customers,” said Mike Dufour, Allen Insurance and Financial’s executive vice president.

Chris Wilson

They studied for the state exam through the Allen Insurance and Financial’s in-house education program.
“We see payback every day — our people receive support and the most up-to-date information and in turn they offer superior service to our clients,” Dufour said.

Theresa Mitchell

Theresa Mitchell of Bernard has joined L.S. Robinson Co., our Southwest Harbor office on Main Street in Southwest Harbor, as a title.
She is a native of Bass Harbor and a graduate of Mount Desert Island High School and Bay Path College. Mitchell, who is new to the insurance industry passed the Maine exam for a property & casualty insurance license in mid-May — on her first try.
Outside of work, she enjoys spending time with family in the Maine outdoors.