Amanda Welch No Comments

Wendy Byrd

Wendy Byrd
Employee Benefits
Account Manager
Camden
Direct: 207-230-5839
email hidden; JavaScript is required

Wendy Byrd of Livemore Falls joined Allen Insurance and Financial as an account manager in the company’s insured benefits division in July 2017.

Wendy is a graduate of the University of Maine, and holds a Maine license as a Life and Health Producer. Wendy is also a certified benefits account manager by the National Association of Health Insurance Underwriter (NAHU).

The NAHU Benefits Account Manager Certification provides account manager professionals with an understanding of the complex and critical role an account manager plays in the health and benefits arena.

Outside of work Wendy enjoys reading, gardening and spending time with her family.

Amanda Welch No Comments

Sherree Craig, CEBS

Sherree L. Craig, CEBS
Employee Benefits
Senior Account Executive
Camden
Direct Dial: 207-230-5840
email hidden; JavaScript is required

Sherree Craig is a lifelong Mainer and knows employee benefits inside and out.  After graduating from the University of Maine at Orono with a BA in journalism and broadcasting, she began working for Blue Cross and Blue Shield of Maine and obtained her life and health license, specializing in group medical insurance plans working with hundreds of businesses across the state.

In 1998, Sherree joined Allen Insurance as an Employee Benefit Specialist. She is now Senior Account Executive, working with clients on their medical, life, dental and disability plans.

Sherree works with employers to ensure compliance, develop creative benefit plans, and implement alternative funding. Focusing on the cost management payoffs of disease management and wellness planning, enabling employees to be engaged with their benefit plans, she helps to move client plan results in a favorable direction.

In 2004, Sherree obtained her Certified Employee Benefits Specialist (CEBS) designation through the International Foundation of Employee Benefit Plans and the Wharton School of Business. She continues studies with this program, achieving fellowship status for several bienniums since 2006.

In 2018, Sherree earned an advanced certification in self-funding from the national Association of Health Underwriters.  The NAHU Advanced Self-Funding Certification ensures knowledge of regulatory concerns, service model options, cost-containment strategies and underwriting concepts necessary for providing advice and direction on employer self-funded health plans.

Sherree is active in the Midcoast SHRM chapter as well as the Rockland Rotary Club. She and her husband live in South Thomaston.

Amanda Welch No Comments

Kim Edgar

Kim Edgar
Employee Benefits
Account Manager
Camden
Direct: 207-230-5831
email hidden; JavaScript is required

A graduate of Empire State College, Kim brought extensive experience managing health and ancillary insurance policies for hospitals, physicians' and their offices in a major metro region to her her role at Allen Insurance, where she provides customer service and sales support for ancillary group benefits.

"I love client interaction and building strong relationships through out the process," she says. "I truly enjoy educating consumers about the value and protection provided by ancillary benefits."

Outside of work, she enjoys spending time boating, skiing and snowmobiling with her family as well as knitting for the Chemo Caps for Kids Charity Program.

Amanda Welch No Comments

Anna Moorman

Anna Moorman
Medicare, Individual Health Insurance
Account Manager
Camden
email hidden; JavaScript is required

Anna works with clients on their individual health insurance, including Medicare. A graduate of Georges Valley High School and the University of Southern Maine (magna cum laude), Anna holds a Master Certificate in Project Management from the University of New England and earned her health and life insurance producer license through the Allen Insurance and Financial in-house education program. She joined the agency in 2012.

Anna lives with her family in her hometown of Thomaston. Outside of work, she enjoys spending time with friends and family. Most Sundays you will find Anna in the kitchen, cooking.

allenifdev No Comments

Charles Luce

Charles Luce
Employee Benefits
Account Manager
Camden
Direct: 207-230-5845
email hidden; JavaScript is required

Charles Luce joined Allen Insurance and Financial in March 2018. A graduate of Dartmouth College, in Hanover, N.H.,  he brings decades of experience in the financial services industry, including Fidelity Investments, Nationwide Insurance, and more than nine years with Unum, as well as valuable group benefits agency and brokerage experience.

Chuck, as he likes to be called, lives in Camden with his family.