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.

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.

Respond to and qualify inbound insurance leads, select and pursue suitable opportunities, partner with internal teams, build client relationships, meet sales targets, and use the companys technology platform to streamline sales and improve processes.