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.

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.