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Welcoming Kristen Baker

Kristen Baker, CPIA

Kristen Baker, CISR

Kristen Baker has joined Allen Insurance and Financial as a personal insurance account executive.

Kristen has 10 years of insurance experience and holds the Certified Insurance Service Representative (CISR) designation. She is based at Allen’s office on Elm Street in Camden.

She is a graduate of Rockland District High School (now known as Oceanside) and the New England School of Communications.

She and her family live in Washington, where she is a member of the board of directors of the Gibbs Library. In addition to serving her community through its library, Baker enjoys kayaking, spending time with family and attending her son’s school and extracurricular events.

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Sam Grinnell Completes Liberty Mutual Producer Development Program

Sam Grinnell

Sam Grinnell

Sam Grinnell, a business insurance account manager at Allen Insurance and Financial, has completed the Liberty Mutual Business Lines Producer Development Program, a rigorous 10-week program designed to improve insurance skills to meet the complexities of today’s insurance marketplace.

Grinnell joined Allen in January 2023. He is based in Camden.

“All of us at Allen Insurance and Financial applaud Sam’s commitment, dedication and determination to complete the program – an important step for Sam’s burgeoning insurance career,” said Jill Lang, marketing director at Allen Insurance and Financial.

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Patriot Insurance Company Awards Allen Insurance & Financial Diamond Achiever in Maine

Allen Insurance and Financial has been named Maine’s 2022 Diamond Achiever by Patriot Insurance Company. The annual Diamond Achiever awards are presented to the highest-performing agencies, based on set criteria, including length of appointment, profitability, growth, and policy retention.

“Year after year it is a thrill to announce our Diamond Achiever awards. The 2022 Maine Diamond Achiever, Allen Insurance and Financial, has worked hard and shown relentless efforts and commitment to our mutual customers,” shared Patriot Insurance Company President and CEO Lincoln Merrill, Jr. “Congratulations on a great year!”

The results achieved by the team at Allen Insurance and Financial in 2022 helped the agency become one of the most successful among Patriot Insurance Company’s more than 115 independent agencies.

“All of us at Allen are proud of our 30-year partnership with Patriot Insurance Company. They consistently deliver on their promise of protection to our customers, while providing peace of mind. This recognition from Patriot Insurance Company speaks to the skills and hard work of the Allen team as we help our mutual customers navigate life’s risks and rewards,” said Allen Insurance and Financial Senior Vice President Dan Bookham.

Allen Insurance and Financial has been working with Patriot Insurance Company since 1993 and is recognized as one of the carrier’s Preferred Plus independent insurance agency partners.

About Patriot Insurance

Patriot Insurance Company has been providing peace of mind for families and businesses in New England for over 50 years. Headquartered in Yarmouth, Maine, we are a regional carrier offering business, home, auto, life, and surety products backed by local, autonomous claims, loss control, and underwriting teams. We work exclusively with independent agents who can give our customers the personal guidance and service they deserve. Since 2007, we have partnered with Frankenmuth Insurance, a longstanding company founded in Michigan in 1868. Patriot Insurance Company is financially sound, with an AM Best rating of “A” (Excellent). To learn more, visit us online at patriotinsuranceco.com.

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Allen Insurance and Financial Honored by Ohio Mutual Insurance Group as Top Performing Agency

Allen Insurance and Financial has been recognized by Ohio Mutual Insurance Group President and CEO Mark C. Russell as one of the company’s top 10 agencies for Outstanding Profitable Growth in 2022.

Allen Insurance and Financial has represented Ohio Mutual since August, 2014 and have  symbolized excellence by achieving the most outstanding growth and profitability in 2022.

“We are honored to recognize Allen Insurance and Financial as a key business partner whofocuses on a strong commitment to growing their business in a profitable manner,” said Russell. “Allen Insurance and Financial continuously represent our company’s mission, vision, and values in delivering exceptional customer service by creating and maintaining lasting relationships.”

Ohio Mutual Insurance Group, founded in 1901 with its home office in Bucyrus, OH, partners with nearly 400 independent agencies to distribute quality property and casualty insurance products throughout Connecticut, Indiana, Maine, New Hampshire, Ohio, Rhode Island, and Vermont. Ohio Mutual has maintained a rating of “A / Stable” from A.M. Best Co. since 1993. Additional company information is available at www.omig.com.

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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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Anna Moorman Recognized by Anthem for Medicare Sales

Anna Moorman

Anna Moorman

Anna Moorman of Allen Insurance and Financial has been recognized with a gold level award for Medicare supplement sales in 2022 by Anthem, one of the largest Medicare supplement carriers in the state of Maine.

Moorman is one 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 suit their needs. Moorman has been with Allen Insurance and Financial since 2012.

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

Moorman and her colleagues Jo-Ann Neal and Lee Cabana have 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.

Anna Moorman of Allen Insurance and Financial, and Angela Sanborn, Anthem agency service representative for Maine and New Hampshire.
Anna Moorman of Allen Insurance and Financial, and Angela Sanborn, Anthem agency service representative for Maine and New Hampshire.
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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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Welcome, Sam Grinnell

Samuel Grinnell

Sam Grinnell of Lincolnville has joined Allen Insurance and Financial as an account manager in the company’s business insurance division.

Grinnell is a graduate of Colby-Sawyer College and before starting his insurance career as an employee-owner at Allen, he has worked as a carpenter, home inspector and aquatics director at the Penobscot Bay YMCA in Rockport.

Said Grinnell: “I like that I can use my experience to provide a critical service to our customers. Having worked for myself, I understand what goes into it and navigating risk is a big part of that. I enjoy working with a group of talented and thoughtful and caring team members, it makes every day more fun and encourages me to be the best I can.”

Grinnell will be based at Allen’s office on Elm Street in Camden.

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Society of Certified Insurance Counselors Honors Laura Rowe for Five Years of Dedicated Leadership and Professional Development

Laura Rowe

Laura Rowe

Laura Rowe, AAI, CIC of GHM Agency of Waterville was recently recognized for professional leadership and advanced knowledge by the Society of Certified Insurance Counselors.

Rowe was awarded a certificate of achievement recognizing five consecutive years of successfully maintaining the Certified Insurance Counselor (CIC) designation. The CIC designation requires an annual continuing education update ensuring that her education is always up-to-date and relevant.

“The dedication and commitment represented by the CIC program sets the standard within our industry,” said Mike Pierce, president of Allen Insurance and Financial, of which GHM is a division. “Laura’s emphasis on professional development positively sets a great example for her colleagues, both within our company and in our industry in Maine.”

ABOUT THE CIC PROGRAM: The CIC Program is nationally recognized as the premier continuing education program for insurance professionals, with programs offered in all 50 states and Puerto Rico. Headquartered in Austin, Texas, the Society of CIC is a not-for-profit organization and the founding program of The National Alliance for Insurance Education & Research.

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