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Wendy Byrd

Wendy Byrd
Employee Benefits
Account Manager
Camden
Direct: 207-230-5839
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Wendy Byrd of Appleton joined Allen Insurance and Financial as an account manager in the company’s insured benefits division in July 2017.

Wendy is a graduate of Lewiston High School and the University of Maine, and is certified as a benefits account manager by the National Association of Health Insurance Underwriter (NAHU). She is based in Camden at our Chestnut Street office.

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 Byrd enjoys reading, cooking and spending time with her son.

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Sherree Craig, CEBS

Sherree L. Craig, CEBS
Employee Benefits
Senior Account Executive
Camden
Direct Dial: 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 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.

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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 brings with her 14 years of experience managing health and ancillary insurance policies for hospitals, physicians' and their offices in a major metro region. Her role at Allen is very similar; she provides customer service and sales support for ancillary group benefits.

"I love client interaction and building strong relationships through out the process," she said. "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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Jo-Ann Neal

Jo-Ann Neal
Medicare, Individual Health Insurance
Account Manager
Camden
Direct: 207-230-5847
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Jo-Ann joined Allen Insurance and Financial in May 2013 as an employee benefits account manager, bringing with her 10+ years of human resources and benefit administration experience.

She is a people-person, an important trait when working with clients on matters as important and detailed as health insurance. In 2016, she earned a Benefit Account Manager certification from the National Association of Health Insurance Underwriters and became appointed to work with customers on Medicare plans.

She and her husband live in Nobleboro. They have two grown daughters. Outside of work, Jo-Ann enjoys camping with her husband as well as reading, quilting and making stained glass. Among her co-workers, Jo-Ann is known for her superior baking and candy-making skills.

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Anna Moorman

Anna Moorman
Medicare, Individual Health Insurance
Account Manager
Camden
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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.

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Charles Luce

Charles Luce
Employee Benefits
Account Manager
Camden
Direct: 207-230-5845
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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.