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Continuing Education is Key to Customer Service

Continuing Education is Key to Customer Service
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Bonnie Lewis Earns Accredited Customer Service Representative Designation

Bonnie Lewis, a member of the business insurance team at Allen Insurance and Financial, recently achieved the designation of Accredited Customer Service Representative in Commercial Lines from the Independent Insurance Agents & Brokers of.

People on the move

PROMOTIONS Abraham Dugal has been promoted to director of investment management at Allen Insurance and Financial. Before this promotion, Dugal worked as a financial adviser at Allen. He majored in business with a concentration in finance at Babson College and holds FINRA Series 66 and 7 securities licenses. Lucas Oil has promoted two employees. Morgan […]

Abraham Dugal Named Director of Investment Management

Abraham Dugal, CFP®, has been named Director of Investment Management at Allen Insurance and Financial. Dugal has been a financial advisor at Allen since 2015. In his new role, Dugal will manage our investment portfolio oversight process,.

Abraham Dugal Named Director of Investment Management

Abraham Dugal Named Director of Investment Management
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