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Anna Moorman and Jo-Ann Neal Recognized for 2023 Sales

Anna Moorman

Anna Moorman

Anna Moorman and Jo-Ann Neal have been recognized with a bronze level award for Medicare sales in 2023 by Anthem, one of the largest health insurance carriers in Maine.

Moorman and Neal are two of three agents at Allen Insurance and Financial who specialize in the complex market of Medicare insurance, working with a number of insurance carriers to give customers a range of choices to

Jo-Ann Neal

Jo-Ann Neal

suit their needs.

This is the ninth consecutive year that Moorman has received an award from Anthem for Medicare sales; she has consistently ranked as one of the Anthem’s top sales leaders in Maine. This is Neal’s first sales award from Anthem.

The Allen team, comprised of Moorman, Neal and Lee Cabana, has a goal of simplifying the process of enrolling in a Medicare plan, by providing dedicated, one-on-one attention to their customers, assessing each person’s needs and finding options that will align with their budget and healthcare goals.

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Jaime Hannan Earns Certified Professional Insurance Agent Designation

Jaime Hannan-McMurrin

Jaime Hannan, 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.

Hannan holds an Accredited Customer Service representative (ACSR) designation.  A personal insurance assistant based in Rockland, she joined Allen in 2017.

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

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Bonnie Lewis Earns ACSR Designation

Bonnie Lewis

Bonnie Lewis

Bonnie Lewis, a member of the business insurance team 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 program is a nationally recognized designation that provides participants with a strong insurance foundation, customer service skills and the technical knowledge necessary to succeed in today’s agency environment.

A 30-year insurance industry veteran, Lewis joined Allen in 2012. She works with businesses and individuals across the Mt. Desert Island region from the company’s office on Main Street in Southwest Harbor.

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. Online:  independentagent.com.

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Martha Wentworth Tapped to Work with Maine Bureau of Insurance’s Continuing Education Advisory Board

Martha Wentworth, CIC, CRM, CPRM, business insurance producer in Allen’s Waterville office, has been asked to work with the Maine Bureau of Insurance’s Continuing Education Advisory Board, where she joins Sally Miles, Operations Director at Allen, as part of the group shaping the professional development of insurance agents in Maine. To have two members of our team serve on this body is recognition of both their personal experience and skillsets, as well as the regard the agency is held in by peers, carriers, and regulators alike. Their contributions will undoubtedly make a significant impact, benefiting not only the committee but also all our insurance industry colleagues across Maine.

Sally Miles and Martha Wentworth
Sally Miles, left, and Martha Wentworth
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Leann Cailler and Joella Rossignol of Allen Insurance and Financial Earn Safeco Insurance® Award of Distinction

Leann Cailler

Leann Cailler, ACSR, CPIA

Leann Cailler and Joella Rossignol, personal insurance account executives with Allen Insurance and Financial, have earned the Safeco Insurance Award of Distinction for 2023.

This recognition is achieved only by a select group of agents across the country who sell Safeco Insurance. Winners represent a select group of the highest-performing Safeco agents in the country – less than 1% of producers nationwide win each year.

Joella Rossignol, CIC

Joella Rossignol, CIC

The Safeco Award of Distinction honors outstanding agents who have developed a solid partnership with Safeco. Only 150 agents nationwide earn this award.

Cailler has been with Allen Insurance and Financial since 2007. She holds both the Accredited Customer Service representative (ACSR) and Certified Professional Insurance Agent (CPIA) designations. Cailler is based at Allen’s Rockland location.

Rossignol has been with Allen since 1999. She holds the Certified Insurance Counselor (CIC) designation and is based at Allen’s Belfast location.

Allen Insurance and Financial is a multi-year President’s Award and Premier Partner agency, recognition given only to the best independent insurance agencies that sell Safeco. Safeco is a Liberty Mutual Insurance company.

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Randi Morse Joins Allen Insurance and Financial

Randi Morse

Randi Morse

Randi Morse has joined Allen Insurance and Financial as an account manager in the company’s benefits division.

Randi  is a graduate of Everest University with a degree in accounting. Before joining Allen, with her first insurance job, she worked for a decade in the  information technology field in accounting and administrative support.

She received her accident & health producer license in Maine shortly after her arrival at Allen and she is looking forward to supporting the agency’s benefits clients with top-notch service for their accounts.

Outside of work, she volunteers with the American Legion, helping those veterans in need because her husband is a military veteran. She also enjoys spending time with family.

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Mindy Maheu and Jennifer Coffin Earn Safeco Insurance® Award of Excellence for Superior Underwriting Skill

Mindy Maheu

Mindy Maheu

Mindy Maheu and Jennifer Coffin,  personal insurance account executives with Allen Insurance and Financial, have been honored with the Safeco Insurance Award of Excellence, an honor recognizing superior underwriting skill.

This recognition is achieved only by a select group of agents across the country who sell Safeco Insurance. This is Maheu’s fourth year and Coffin’s third year earning this recognition.

Jen Coffin

Jen Coffin

“Excellence in underwriting means bringing exceptional customer service together with a deep understanding of the complexities of insurance coverage to create great outcomes for Allen customers,” said Scott Carlson, personal insurance division manager at Allen. “Mindy, Jen and the entire Allen personal insurance team do that daily by ensuring customers get the insurance coverage that works best for them. This recognition is well deserved and all of us at Allen are especially proud of the number of consecutive awards they have earned.”

Maheu holds the Certified Insurance Service Representative (CISR), and Certified Insurance Counselor (CIC) designations. She joined our company in 2002 and is based in Waterville.  Coffin  has been with Allen Insurance and Financial since 2004 and is bed in Camden. She holds both the Accredited Customer Service representative (ACSR) and Certified Personal Risk Manager (CPRM) designations.

The Safeco Award of Excellence recognizes outstanding agents who have developed a solid underwriting relationship with Safeco and whose agencies have qualified for the Safeco Insurance Premier Partner Award, the company’s top recognition program. Fewer than 10 percent of agencies who sell Safeco have agents who receive this award.

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Caitlin Harrington Joins Allen Financial

Caitlin Harrington

Caitlin Harrington of Appleton has joined Allen Insurance and Financial as a retirement plan coordinator, a newly-created position. She will be assisting Allen Financial advisors on client retirement savings plans.

Cait’s career in finance and non-profit management in Midcoast Maine spans 20 years. She has a degree in accounting from the University of Maine and holds the Certified Professional designation from the Society for Human Resource Management (SHRM-CP).

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Patrick Chamberlin, CIC, Earns Property & Casualty Consultant’s License

Patrick Chamberlin, CIC

Patrick Chamberlin, CIC

Patrick Chamberlin, CIC, a member of the business insurance  team at Allen Insurance and Financial, is now a licensed property & casualty  insurance consultant in Maine.

“This is an outstanding achievement by Patrick and it is a testament to his tenacious commitment to professional development,” said Dan Bookham, senior vice president for business development at Allen.

Bookham notes that the number of licensed insurance consultants in Maine is very limited, and Allen Insurance and Financial now has five: Patrick joins Anna Moorman, Dan Wyman, Sherree Craig and Lee Cabana, all of whom have their life & health consultant licenses.

“This new license for Patrick means we can now make additional services and support available to our property, liability, and workers compensation customers on a consultancy basis as well as in the traditional agency model,” said Bookham.

Chamberlin has been with Allen Insurance and Financial since 2019. He is active in the community as a Rotarian, a member of the Dupont Community Advisory Panel, both in Rockland. He also serves on the board of directors of the Pope Memorial Humane Society in Thomaston. Chamberlin’s full  bio is on the Allen website at AllenIF.com/PatrickChamberlin.

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Welcoming Nichole Kindelan to Our Business Insurance Team

Nichole Kindelan, CIC, ACSR, CPIW, became an Allen employee-owner in August 2023.

Nichole Kindelan

Nichole Kindelan

A native of Caribou, Maine, Nichole is a graduate of Northern Maine Technical College.

With 25+ years of experience in our industry, Nichole’s passion is building lasting relationships by working with businesses on their insurance needs so they can focus on running their business.

She says: “I love learning the background of businesses and their owners and why they love what they do so I can best work with them as their business needs grow and change. It is very important to make sure they have the right coverages in place to properly protect their business exposures through all stages.”

Throughout her insurance career, Nichole has embraced the value of continuing education. Her professional designations include Certified Insurance Counselor (CIC),  Accredited Customer Service Representative (ACSR),  Certified Professional Insurance Woman (CPIW).  This demonstrates her commitment to her insureds and staying properly educated.

Outside of work Nichole enjoys running, hiking, volunteering in her community and spending quality time with family and friends.