Randi Morse
Employee Benefits
Account Manager
Camden
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Randi Morse joined our company in June 2023 after a decade in the information technology field.
Now a licensed accident & health insurance producer in Maine, Randi is looking forwarding to using her skills to support Allen benefits clients with top-notch service for their accounts.
Outside of work, Randi volunteers with the American Legion, helping those veterans in need because her husband is a military veteran. She also enjoys spending time with family. She lives in Lincolnville.
Lee Cabana, CIC
Medicare, Health Insurance
Producer
Waterville
Direct: 207-230-5748
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Lee works with individuals on their health insurance needs, specializing in Medicare, individual health and life insurance. As a licensed insurance consultant, Lee’s job is to place our customer’s interests above all else, including Allen’s interests and the insurers’ interests.
A graduate of the University of Maine in Farmington, Lee has lived around the world, was an executive with the American Red Cross and owned a bed and breakfast inn with this wife, Nancie, before starting his insurance career with GHM Agency in in Waterville in 1997 and continuing today as a co-owner at Allen Insurance and Financial. Lee maintains a Certified Insurance Counselor designation.
His current passion is volunteering with his local credit union − a tradition started by his dad. When not at work or volunteering, he’s always up for a family visit to the coast in search of Maine’s best lobster roll.
Licensed Medicare Sales Representative #PRR50426
Greg Karlik
Group Health Insurance, Individual Health Insurance
Producer
Camden
Direct: 207-230-5842
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Greg Karlik joined our company in October 2022 to work with individual and group health insurance clients.
Following a three decades-long career in the television broadcasting industry, since 2019 Greg has been a licensed insurance professional in the individual health insurance market place, helping customers manage and better understand, what, for many, is a stressful decision-making process.
He is a graduate of the University of Vermont and the University of San Francisco, where he earned a Master of Business Administration.
Here at Allen, he plans to provide a consultative service to individuals and small business owners who are seeking guidance on health and benefit solutions.
Greg and his family live in Northport. Outside of work, he enjoys spending time with his wife, their children and two dogs as well as taking baby steps with home gardening and restarting a long-dormant passion for alpine skiing.
Sherree Craig, CEBS
Employee Benefits
Licensed Life and Health Consultant
Camden
Direct: 207-230-5840
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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 a Licensed Life and Health Consultant, 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.
