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.
Jeremy Pickford
Jeremy Pickford has joined the commercial insurance division of Allen Insurance and Financial. He is based in Camden.
Pickford, a native of Freedom, Maine, and a graduate of Bates College, recently returned to Maine after a career in marketing and retail which took him around the world, from the U.S. St. Thomas, USVI, Viet Nam and Zambia.
Pickford obtained his license to sell property and casualty insurance in the state of Maine in December 2015. He lives in Camden with his wife and son.
Cameron Gartley
Cameron Gartley of Rockport has joined the personal insurance division of Allen Insurance and Financial.
A native of Rockport, Gartley is a graduate of Camden Hills Regional High School and the University of Maine with a degree in psychology Previously he was employed by Camden National Bank.
He joined Allen Insurance and Financial in February and after participating in Allen’s in-house education program, received his property & casualty license a month later. He is based in Camden.
Outside of work, Gartley enjoys being on the water in Maine and playing sports of all kinds. During the fall and winter, he coaches middle school basketball.
Amanda Heal
Courtney Leonard
Samantha Runius
Allen Insurance and Financial is pleased to announce that Amanda Heal, Courtney Leonard and Samantha Runius have obtained a license to sell property and casualty insurance in the state of Maine.
Amanda Heal is a receptionist in the company’s Rockland office. She joined Allen in 2015.
Courtney Leonard is a scanning associate in the company’s Camden office. She joined Allen Insurance and Financial in 2015.
Samantha Runius is a business insurance processor in the company’s Camden office. She joined Allen Insurance and Financial in 2008.
The state-issued study guide for insurance licensing is 400+ pages. The state exams are comprised of 150 questions drawn from a pool of 2,400 questions on a complete range of subject areas, including business and personal insurance, workers’ compensation, maritime insurance and Maine insurance law.
The Portland-based Maine International Trade Center has announced the winners of the 2016 International Trade and Investment Awards, which will officially be presented on May 26 — Maine International Trade Day. Allen Insurance and Financial was named Service Provider of the Year.
“It is an honor to be recognized by MITC as Service Provider of the Year. This recognition comes at a special time in our company’s history — this is our 150th year in business,” said Mike Pierce, the president of Allen Insurance and Financial. “Our success is firmly rooted in the character and strength of the individuals, families and businesses we’ve had the privilege of working with over the generations.”
Other award winners were: Kepware Technologies, Exporter of the Year; Mt. Blue Campus, Innovator of the Year; Eimskip, Foreign Direct Investor of the Year.
Also, Adrian Kendall, honorary consul of the Federal Republic of Germany for Maine and New Hampshire and attorney at Norman Hanson & DeTroy LLC, will receive the President’s Award. Former MITC intern Joe Long will receive the Future Global Leader Award in recognition of his term as a research assistant.
Michael Pierce, an independent financial advisor affiliated with Commonwealth Financial Network® and president of Allen Insurance and Financial in Camden, has achieved Commonwealth Leaders status for 2016. This distinction recognizes successful financial advisors based on a ranking of annual production among Commonwealth’s network of more than 1,650 financial advisors. Commonwealth is the nation’s largest privately held independent broker/dealer–RIA.
Wayne Bloom, CEO of Commonwealth, said, “We are pleased to recognize Mike with this exclusive distinction. Achieving Leaders status speaks to his track record of success and commitment to his practice and the clients he serves. As a well-respected advisor within the independent advice industry and an esteemed member of the Commonwealth community, we look forward to Mike’s participation.”
About Allen Insurance and Financial
Allen Insurance and Financial has been providing individuals and organizations with insurance services and financial guidance since 1866. Located at 31 Chestnut St., Camden, Maine, 04843, the advisors of Allen Insurance and Financial pride themselves on crafting unique strategies for each client. For more information, please visit www.allenif.com. Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA, SIPC, a Registered Investment Adviser. Fixed Insurance products and services offered through Allen Insurance and Financial or CES Insurance Agency.
About Commonwealth Financial Network
Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, is the nation’s largest privately held independent broker/dealer–RIA, with headquarters in Waltham, Mass., and San Diego, Calif. The firm supports more than 1,650 independent advisors nationwide in serving their clients as registered representatives, investment adviser representatives, and registered investment advisers, as well as through hybrid service models. For more information, please visit www.commonwealth.com.
Anna Moorman
Anna Moorman of Allen Insurance and Financial has received an award from Martin’s Point Generations Advantage as one of their Top 10 performing producers in Medicare sales for the State of Maine.
Anna has been with Allen Insurance since 2012 and assists people who are ageing-into the Medicare system, as well as those in the community who are in need of guidance and advice on their Medicare options. Anna offers dedicated, one-on-one attention to find a product that will align with each client’s budget and healthcare needs.
Martin’s Point Generations Advantage plan has received a 5 out of 5 star rating from the Center for Medicare Services, and is one of only 12 plans throughout the country to receive the highest rating possible. Allen Insurance and Financial is one of a small group of selected brokers in Maine who are appointed with Martin’s Point to offer their plans.
To schedule a meeting with Anna, please contact Allen Insurance at 207-236-4311.
Mallory Arsenault
Three members of the Allen Insurance and Financial staff recently achieved the designation of Accredited Customer Service Representative in Commercial Lines from the Independent Insurance Agents & Brokers of America.
They are: Stephanie Griffin, Special Business Unit Account Assistant; Mallory Arsenault, Business Insurance Account Manager Assistant and Kathi Jones, manager of accounting, HR and IT.
Stephanie Griffin
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.
Kathi Jones, ACSRIndependent 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.
Jo-Ann Neal of Allen Insurance and Financial has obtained her license to present Medicare insurance options to Allen clients.
Jo-Ann Neal
“Medicare coverage and insurance policies that help fill the gaps of Medicare can be complex and confusing,” said Dan Wyman, manager of Allen’s insured benefits division. “Jo-Ann and Anna Moorman of our office can help our clients pick the best plans as they approach Medicare eligibility.”
Jo-Ann works with both individuals and groups on their insurance benefits policies, including health, dental, life, and disability. She joined the company in 2013, earning her license to sell health and life insurance in Maine through Allen’s in-house education program.
Krissy Campbell, CIC, ACSR
The designation of Certified Insurance Counselor has been conferred upon Krissy Campbell, director of the special business unit at Allen Insurance and Financial.
Campbell earned the designation through a series of rigorous written exams focusing on all major fields of insurance, agency operations and insurance management. The professional dedication and commitment represented by this achievement sets the standard within the insurance industry.
As director of the special business unit, Campbell works with a wide variety of small businesses which make up the heart of the Maine economy.
“Krissy’s emphasis on professional development continues to set a great example for her colleagues and shows her deep commitment to making sure they receive her best possible insurance counseling,” said Mike Pierce, agency president.
Campbell, of Warren, joined Allen Insurance and Financial in 2005. She is based in Allen Insurance and Financial’s Elm Street office in Camden. adsense ban
