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Randi Morse

Randi Morse
Employee Benefits
Account Manager
Camden
Direct: 207-230-5845
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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.

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Lee Cabana, CIC

Lee Cabana
Medicare, Health Insurance
Producer
Waterville
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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.

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Greg Karlik

Greg Karlik
Group Health Insurance, Individual Health Insurance
Producer
Camden
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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.

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Wendy Byrd, GBDS

Wendy Byrd
Employee Benefits
Account Manager
Camden
Direct: 207-230-5839
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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.

In July 2022, Wendy earned the Group Benefits Disability Specialist designation from the Hartford School of Insurance.

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

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Sherree Craig, CEBS

Sherree L. 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.

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Kim Edgar

Kim Edgar
Employee Benefits
Account Manager
Camden
Direct: 207-230-5831
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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.

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Anna Moorman

Anna Moorman
Medicare, Individual Health Insurance
Producer
Rockland
Direct: 207-230-5835
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Anna started her career in insurance in 2005, but went on to work in the non-profit sector with a focus on public health and advocacy. She returned to insurance in 2012 when she joined our company and has been able to apply many of the skills she learned working in advocacy to the work she does at Allen Insurance. In June 2022, she became a licensed life & health insurance consultant in Maine.

As a way of giving back to the community she loves, Anna is serving on the board of the Maine Women’s Network and has enjoyed helping women leverage their careers through the opportunities provided by this organization.

Anna is a Thomaston native and lives with her husband and two children in her hometown. Outside of work, she enjoys camping and traveling with her family and beloved Boston Terrier, Tillie.