Our mission at Allen Insurance and Financial…

…is to be the local company that individuals and businesses in the community seek out first for advice, information, and education on all insurance and financial services issues. We work hard every day to earn their trust in our knowledge, expertise and professionalism.

As an employee-owned business, we care deeply about our families, employees and the businesses we serve. Since 1866, we have forged strong relationships with our clients of Midcoast Maine — many for three generations or more. We work not only with clients locally but also insure passenger-carrying vessels and their employees all over the world. We are licensed in virtually every state in the United States.

Our goal is always to exceed our clients’ expectations and build long-term relationships by guiding clients through an analysis of their needs and then creating a plan that most effectively meets their specific situation and goals.

Our Team

A successful partnership is more than having a shared goal. It’s about working as team, being available and responsive, and being good at what you do. Generations of individuals, families and businesses choose Allen Insurance and Financial because our team is trained and focused on being right there for them.

Meet our Board of Directors.

L.S. Robinson Co.


LS_Robinson_logo_400pixelswide

L.S. Robinson is an important part of Allen Insurance and Financial. We are two companies with a long history of serving the insurance needs of Maine people. We came together in late 2010.

L.S. Robinson was founded in 1932 by Lawrence Robinson, a well-known Mt. Desert Island businessman who saw the need to provide his community with insurance services.

There is no substitute for a personal conversation. Please call 244-7246 from 8 a.m. to 4:30 p.m. and let us know how we can help. Or you can email insure@lsrins.com.

 

Companies We Represent

Allen represents America’s leading insurance carriers for every type of coverage we offer. We’ve worked with some of them for decades, so we not only understand their products inside and out, but also know many of the people behind them.

As an independent, Trusted Choice® agency, our access to multiple companies and commitment to quality service enables us to offer our clients competitive pricing, a broad choice of products and unparalleled advocacy.

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History and Mission

Allen Agency dates back to the year 1866 when it was organized by Wilder W. Perry.

George E. Allen purchased the business in 1902 and conducted insurance and real estate business at 11 Main Street in Camden until his son Hervey C. Allen, Jr., sold the business to J. Hugh Montgomery on July 1, 1935. The business known as the Allen Insurance Agency at that time was operated by J. Hugh Montgomery until his death in November 1953.

In January 1954, David H. Montgomery became the President and Treasurer of the Allen Insurance Agency. The corporate name was changed in June 1971, from Allen Insurance Agency to Allen Agency.

In 1988, David H. Montgomery sold some of his stock in the agency to the Allen Agency Employee Stock Ownership Plan (ESOP), which had just been formed. As of the first part of 1994, the Allen Agency ESOP had distributed all its stock to the employees, so that they owned just over 30% of the corporation.

In early 2001, the Allen Financial Group joined Commonwealth Financial Network in order to provide a truly independent and comprehensive approach to financial planning. Our financial services division believes that in order to provide world class service and guidance, an investment professional should be free from the influences present at many traditional Wall Street companies.

In late 2009, the company adopted the d/b/a “Allen Insurance and Financial,” bringing together Allen Agency and Allen Financial Group into a single name and a single logo, both describing the complete range of services we offer.

In November 2010, Allen Insurance and Financial purchased L.S. Robinson Co. insurance, a small independent agency on Main Street in Southwest Harbor. We gave L.S. Robinson a new logo, which ties our branding together and indicates the office is a division of Allen Insurance and Financial, but for the immediate future, the company’s Southwest Harbor office will continue to operate under the d/b/a name L.S. Robinson.

The growth of our company over the years would not have been possible without the dedicated efforts of all of our employees. Each employee has a responsibility to provide insurance protection for our clients in a thoughtful, friendly, professional way, as well as to carry out the responsibility to our insurance companies by providing them with a book of profitable insurance business.

Our philosophy is that the client comes first and we use our expertise, creative problem solving and professionalism to provide our clients with the finest balance of quality and value in their insurance and financial planning program.  In addition, the  companies we represent are critical to the service we provide our clients and we strive to present these partners with complete and accurate information.  This has been our philosophy over the years and it has served us well.

In May 2012, Allen Insurance and Financial received a Maine Governor’s Award for Business Excellence. In October 2012, the company was named a Best Place to Work in Maine, an honor earned again in 2013, 2014, 2015 and 2016.

Also in 2012, Michael Pierce was named company president and Michael Dufour was named executive vice president.

In April 2013, Allen Insurance and Financial opened a new office at 156 High St. in Belfast, Maine. Two years later, we relocated to a larger space at 94 High St.

In 2014, we marked the 25th anniversary of our company’s Employee Stock Ownership Plan.

2016 was a year of milestones for us.

In 2016, we:

  • Marked our 150th year in business.
  • Hired our first Portland-based employee.
  • Began an expansion of our financial services division to the Waterville area.
  • Were named Service Provider of the Year by the Maine International Trade Center.
  • Named Dan Bookham a vice president of the company.
  • Began the conversion to 100 percent employee-owned (from 33 percent).

On Jan. 1, 2017, we became officially 100 percent employee-owned.

This page was updated on March 14, 2018.

 

In the Community

Allen Insurance and Financial is committed to being a good neighbor by supporting organizations in the communities in which we live and work. We do this by buying business materials locally; by direct donations; through purchasing advertisements in publications created by local organizations and through the giving of our time to community groups and projects.

Casual for a Cause
On Fridays, each employee pays $1 for the privilege of dressing casually. The money we raise is matched by our agency and is used each Christmas season to purchase gifts and needed items for families in our communities.

Rotary
Our agency has members in the Rockland, Camden, West Bay and Belfast Rotary Clubs. Our Rotarians are leaders in their clubs and in their communities. Allen Insurance and Financial offers support to each club’s largest annual fundraiser.

American Cancer Society Relay for Life
We have had a team in every Relay for Life event in Rockport since the first one. Since then, our volunteers have raised more than $50,000 for cancer research.

Volunteering
Our employees are members of the boards of many non-profits organizations in our communities. We serve on municipal boards and committees and boards of statewide organizations, in the insurance industry and other industries. We offer workshops in areas of our expertise and teach adult education courses. We consult with non-profits and businesses and individuals in our communities on matters of business development and marketing, safety and risk management and other areas where we have expertise.

Sponsorship Requests
Allen Insurance and Financial offers financial support to many non-profit events and organizations in the communities where we do business. Organizations seeking our support should deliver a written request to Jill Lang at P.O. Box 578, Camden, Maine, 04843 or send an email to jlang@allenif.com.  Before you send your request, we ask you read our Corporate Giving Philosophy so you are familiar with the kinds of activities and organizations we most often support.

Updated: 8/14/17

Associations

Allen Insurance and Financial is a proud member of and insurance provider to: 

 

Recognitions

At Allen Insurance and Financial, we’re not much to toot our own horn,
but we’re proud of the following recognitions:

Best Places to Work in Maine – 2012, 2013, 2014, 2015, 2016, 2017, 2018.

Service Provider of the Year, Maine International Trade Center – 2016.

Maine Governor’s Award for Business Excellence – 2012.

Hanover Insurance President’s Club – 2014.

Peerless Insurance President’s Award – 2011, 2012, 2013.

Safeco Insurance: H.K. Dent Society, 2011, 2012, 2013.
[Fewer than 10% of agencies in the United States qualify for membership in the H. K. Dent Society, named after Safeco Insurance Companies founder, Hawthorne K. Dent. The award is presented to agencies which exceed growth and performance goals by demonstrating superior knowledge and excellent underwriting skills, and whose commitment to Safeco, and their clients and community redefine the term partnership.]

Reviewed: Sept. 12, 2018.

Employment Opportunities

Allen Insurance and Financial employs 70 people in our seven offices (in Camden (2), Rockland, Belfast, Southwest Harbor,  Waterville and Portland, Maine). Our employees enjoy their work providing exceptional client service. As a growing company, we are always actively seeking enthusiastic and experienced insurance professionals who want to join our team.

We are an employee-owned company offering competitive salaries and a comprehensive benefit package including:

  • Group medical
  • Group dental
  • Group life
  • Section 125
  • Short-term and long-term disability
  • 401K plan
  • Company stock in an ESOP

If you are an experienced insurance  or financial services professional interested in working for  our company, please contact us. You may e-mail your resume, in confidence, to: careers@allenif.com

We are currently looking for someone to join our business insurance team.

A dynamic and rewarding career right here in Midcoast Maine. That’s what you get when you join the team at Allen Insurance and Financial. We’re looking for a people-person who excels at both sales and customer service; a cheerful, detail oriented self-starter who takes pride in helping our business insurance customers meet their goals and protect their assets. This is a full-time, year-round, benefits eligible position at an employee-owned company and a Best Place to Work in Maine. Experience is preferred but not required.Please send a cover letter and resume (in confidence) to careers@allenif.com

View the listing as a PDF. (It will open in a new window)

We are an equal opportunity employer.

Page updated 6/11/18

Our Customers Say …

“I am writing you out of gratitude for the fine work Leann McKusic did for us.

My family has been connected with your agency for decades and through the years Allen Agency has served us well.

Leann has done it again. She has just found an equivalent policy for our cottages (on the coast) and saves us more than $2,400.

She did it quickly, thoroughly, pleasantly and with the expertise of one well versed in their field.

I just thought you should know how deeply we appreciate it.”

Caroline H. Henderson

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“We are absolutely pleased with the service which we receive at Allen. The chief reason for this is the professional and pleasant service of account representative, Jennifer Coffin. This is our second account experience with Jennifer, and she has given us first-class attention in both cases.”

Dr. Ralph & Haunani Wallace

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Watch this video about Joanne Billington and Brio Promotions, her customer in Rockland.

* * *

Everyone at Allen Insurance is top notch.

I had major damage at my home and they responded so quickly and professionally. I always felt like I knew what was going on and that everything was taken care of throughout the whole claim process.

I wouldn’t use anyone else as my insurance agent.

Peter Horch
Warren, Maine

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I just wanted to let someone know how much help Kim Edgar recently provided with a dental claim for one of Steel Pro’s employees.

Kim worked on this for over two weeks with the insurance company and the dental provider to solve a complex communications challenge involving the dental provider, the insurance company and our employee.

It was a mess, but Kim got it all straightened out.

She stuck to her guns on the claim and was able to get it covered! She’s awesome!

Jill-Ann Sullivan
HR Manager – Employee Owner
SteelPro, Inc.

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Dear Sherree and Jo-Ann,

Thank you for guidance, advice and all your help during our health insurance renewal and transition to a new company. I still have much to learn in this area, but I can count on you to keep our company up to date, in compliance and to answer all the questions I have. THANK YOU!

Dream Local Digital

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We have been working with Allen Insurance since 1994 for many of our insurance needs.

Joanne Billington & Lori Mank take care of our account. Both Joanne & Lori are wonderful to work with. They take the time to sit down with us and go over different aspects of our business; they ask several questions and make recommendations of where we may or may not need insurance coverage.

They really care about our business and make sure we have the right coverage for the right price. Whenever we have a question or need anything, they make it so easy to reach out to them by email or with a telephone call. I can’t say enough about the service we receive.

We appreciate all of the service and products we receive from Allen Insurance and Financial and plan on doing business with them for many years to come.

Janine Mehuren, VP Finance/Operations
Ingredients Solutions, Inc.
Waldo, Maine

 

Updated 2/22/18