Teams at The Allen Thomas Group

Manage and grow commercial lines accounts by quoting new business same-day, servicing multi-state programs, conducting renewals, advising on workers' compensation and risk management, and maintaining strong carrier and client relationships using Applied Epic.

Handle pre-qualified inbound commercial insurance leads: pre-qualify, advise, close or refer. Use carrier appetite knowledge and data to recommend solutions, complete ACORDs and applications, build client relationships, meet production goals, and leverage the agency's tech stack to streamline sales and service.

Manage and grow a book of personal-lines insurance clients, process and convert marketing leads, cross-sell to commercial clients, build SOPs, hire and train team members, collaborate with marketing, and maintain client satisfaction and retention metrics.