Summary
Overview
Work History
Education
Skills
Accomplishments
Reviews
Timeline
Generic

David Allen

Canton

Summary

Dynamic sales professional with a proven track record at Allstate, driving revenue growth through innovative marketing strategies and exceptional client relations. Expertise in insurance program management and adaptive teaching has led to significant client retention and satisfaction. Recognized for developing high-performing teams and generating substantial new business opportunities.

Overview

22
22
years of professional experience

Work History

Sales & Education Instructor

Insurance Centers of America, LLC
12.2022 - Current
  • Generated $2M+ in revenue by developing a sales and coaching program that empowered sales professionals to grow their book of business and nurture positive client relationships
  • Boosted program enrollment by 30% by identifying and strengthening key partnerships

Market Sales Associate / Agent

Allstate
Hampton
09.2021 - 12.2022
  • Enhanced customer relations and promoted satisfaction by taking charge of customer service management, delivering timely and professional solutions to customer needs
  • Accelerated business growth and bolstered retention with targeted marketing programs
  • Increased account retention for Commercial Property and Casualty Insurance by keeping abreast of market trends to maintain a competitive edge while emphasizing customer service
  • Prospected and closed accounts by making initial contact with customers based on qualified leads and providing insurance quotes for P&C lines that met coverage needs
  • Grew referral business by networking and building professional relationships

Producer

Kelsey Shay - State Farm
Yulee
10.2018 - 09.2021
  • Positioned new agency as the territory’s #1 performer in auto production in the first year
  • Ranked as Top Producer each year for total annual production, earning recognition as an exemplary Life and Financial services producer
  • Drove business growth and account retention with leading marketing initiatives
  • Delivered exemplary customer service while providing tailored insurance solutions
  • Prospected and made initial contact with customers, providing customized insurance quotes for P&C and Health, Life, and Accident insurance, as well as benefits programs
  • Remarketed all commercial and personal line accounts when needed

Operations Manager

Jeffries Allstate Insurance Agency
Downers Grove
10.2017 - 10.2018
  • Fueled business success within this insurance agency while providing daily management of personal and commercial line agents, overseeing operations, and providing sales coaching
  • Took charge of marketing programs, increasing business volume and customer retention across all lines of insurance, including P&C, Health, Life, and Accident
  • Built a skilled insurance sales team by executing hiring decisions, providing initial training, setting goals, and delivering continuous coaching

Business Consulting/Executive Coaching

Tru North Advisors, LLC
Canton
01.2009 - 01.2017
  • Coached business executives on strategies and leadership frameworks to maximize productivity and profitability across a range of industries
  • Performed headhunting and contract negotiation services within the oil and gas services industry, securing both well-qualified talent and cost-effective agreement terms
  • Invited as a keynote speaker at multiple conferences in industry events

Agency Owner / Principal

The Allen Allstate Agency
01.2005 - 01.2008
  • Ranked in the Top 2% of agencies nationwide for customer retention within the Commercial Property and Casualty Insurance lines
  • Recognized as Top Life/Financial Services Producer in the office, as well as Top Producer each year for total annual production
  • Ranked nationally for sales and customer placement for auto production
  • Garnered all top bonuses and awards for new agency production
  • Developed a highly productive team while leading all recruiting, hiring, and internal training
  • Remarketed all commercial and personal line accounts when needed
  • Built a robust book of business by contacting customers to provide insurance quotes for P&C, health, Life, and Accident insurance, as well as benefits programs
  • Networked extensively to gain strategic professional relationships while strengthening the firms’ reputation, leading to high-volume streams of referral business
  • Met client needs while tapping into new insurance markets, quoting, and binding new business

Workplace Pilot Coordinator

Allstate Workplace Division Southeast Region
Atlanta
01.2003 - 01.2005
  • Boosted profit, revenue, and customer retention by developing strategic sales and partnership opportunities with Allstate agencies throughout the Southeast region
  • Trained new hires in workplace benefits information and EFS classes
  • Offered professional development opportunities with other EFS sales departments

Education

Master of Science -

Baylor University

Bachelor of Science -

Samford University

Skills

  • Adaptive teaching
  • Subject matter expertise
  • Interpersonal relationships
  • Feedback provision
  • Negotiation abilities
  • Industry regulations
  • Client relations
  • Quotes and sales
  • Lead development
  • Insurance program management
  • Email marketing
  • Client retention
  • Client needs analysis
  • Property insurance
  • Professionalism and ethics
  • Revenue generation
  • New client acquisition
  • Marketing strategies
  • Negotiation
  • Account management
  • Business planning
  • Client account management
  • Insurance sales strategy
  • Marketing management
  • Networking skills
  • Effective communication
  • Quality assurance requirements
  • Training and development
  • Sales coaching
  • Time management abilities

Accomplishments

Professional Development: Dale Carnegie Institute Leadership for CEO’s and Executives;

Awards: Awarded Highest Achievement by Dale Carnegie Institute.

Affiliations: Executive Board/Chairman of Marketing Committee – Cherokee YMCA (2005-2009); Executive Board/VP – Drivers Education Foundation of America (2006-2008)

Publications: Author,Stick it! Your Guide to Success in Your Life & Business; Contributing Writer, Speaker Anthology: 101 Top Speakers and their stories of Leadership and Motivation

Reviews

Dino Berg

4 months ago

BEST IN THE INDUSTRY , DEAD ON IS HOW WOULD DESCRIBE DAVID, INSTALLED LEADERSHIP SKILLS IN ME I CAN PASS TO MY STAFF AND WILL USE AS A COACH, BRINGS PASSION AND ENERGY EVERYDAY, HE CAN ADD YEARS OF EXPERIENCE TO MOST AGENTS IN A WEEK.

Dan Smith

3 months ago

David is an Awesome Trainer, Educator, Mentor, and Great Classes!! Highly Recommend, keep up the good work!!

Ian H. Lindsay H. ARM, AIS

4 months ago

David Allen is a fantastic mentor and has amazing knowledge and experience in Commercial Insurance.
I have learnt more about Commercial Insurance from him than anyone else throughout my entire professional career.

Will Trochiano

2 weeks ago

The online course with instructor David Allen was very helpful! He took the time to explain things in depth and even offered extra time outside of class on anything extra I needed. I would highly recommend this course to anyone who has just started selling insurance or even experienced producers who need to go back to the basics.

Brandon Wright

2 months ago

Mr. ALLEN is such a wealth of insurance knowledge!!! A true master of his trade and value to the industry.

Hector J. Estrada

3 months ago

David is a great instructor and very knowledgeable, the marketing class is excellent if you want to take your agency sales to a higher level.

Russell Johnson

4 months ago

David is AWESOME! I learned so much in our sessions. I look forward to our continued growth. Thank you

James Ryan

6 months ago

I took the ACORD form course with David Allen, and he was great! He was very friendly and ready to help with any questions I had along the way. I strongly recommend this for anyone who is looking to learn more about commercial lines.

Ian Alessandra

6 months ago

David is an exceptional teacher with an unmatched teaching method of engaging his students. He was patient, compassionate and flexible with my ever-changing schedule. I recommend him to any new commercial agent starting out. Or if you're a seasoned agent with years of experience.

Response from the owner6 months ago

We're delighted to hear that you had a positive experience with our teacher, David. His passion for teaching and dedication to student engagement are indeed unique and we're glad that you found his approach effective. We appreciate your acknowledgement of his patience, compassion, and flexibility. Your recommendation means a lot to us, both for new commercial agents and experienced ones. We hope to have the pleasure of continuing to serve you in your professional journey.

Tara Reynolds

8 months ago

This class is an absolute must have for anyone moving into Commercial Insurance. David Allen is a fantastic instructor - he is both engaging and very encouraging. Thank you!

Response from the owner8 months ago

Thank you so much for your kind words and thoughtful review! We're thrilled to hear that you found our Commercial Insurance class to be an essential resource on your journey.

David Allen truly embodies our commitment to providing exceptional education that is both engaging and empowering. We're proud to have him as part of our team, and your recognition of his teaching style is truly appreciated.

Travis Harrington

8 months ago

David was knowledgeable and fun. He always found a way to keep the class interesting and engaging. If you are looking to get some great perspective on the insurance business, the Sales and Marketing course is worth the time.

Azya McGuire

10 months ago

David is an amazing instructor and I loved his sales and marketing class! He is inspiring and knowledgeable all around!

Response from the owner10 months ago

Thank you for your amazing review, Azya! We're thrilled to hear that you loved David's sales and marketing class. His inspiring and knowledgeable approach truly made a positive impact. We appreciate your feedback and will pass along your kind words to him. If you have any future learning needs, we're here to help.

Lidia Garcia

10 months ago

David Allen is wonderful he has helped me with all his knowledge. I appreciate all he does. He really wants us to succeed and provides us with the tools to succeed. He is patient and really strives for all his students to meet their full potential.

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Response from the owner10 months ago

Thank you for your kind review, Lidia! We're thrilled to hear that David has been wonderful and provided you with the tools and support you needed to succeed as an insurance agent.

Vera Parengkuan

10 months ago

My instructor David Allen was outstanding! He is very helpful and knowledgeable, and he made the Commercial Lines class interactive. David made sure I understand the concepts by going through some real cases.

Response from the owner10 months ago

Thank you for your kind words about David Allen, our instructor. We greatly appreciate your positive feedback! David's expertise, helpfulness, and interactive teaching style have made a significant impact on your learning experience. We're glad that he ensured your understanding by using real cases as examples.

Omotola Onafowokan

11 months ago

I had David Allen for the sales and marketing class and it was amazing. He is very knowledgeable and willing to share his knowledge and passion for insurance. it was a pleasure having him as an instructor and I will recommend his class 100%

Response from the owner11 months ago

Thank you so much for taking the time to leave such a positive review of our insurance education class! We're thrilled to hear that you had David Allen as your instructor for the sales and marketing course, and that it was an amazing experience for you.

Timeline

Sales & Education Instructor

Insurance Centers of America, LLC
12.2022 - Current

Market Sales Associate / Agent

Allstate
09.2021 - 12.2022

Producer

Kelsey Shay - State Farm
10.2018 - 09.2021

Operations Manager

Jeffries Allstate Insurance Agency
10.2017 - 10.2018

Business Consulting/Executive Coaching

Tru North Advisors, LLC
01.2009 - 01.2017

Agency Owner / Principal

The Allen Allstate Agency
01.2005 - 01.2008

Workplace Pilot Coordinator

Allstate Workplace Division Southeast Region
01.2003 - 01.2005

Master of Science -

Baylor University

Bachelor of Science -

Samford University
David Allen