Nikki Castellano joined our company in 2019. A native of Pleasant Valley, N.Y. and graduate of Newbury College in Boston, her work supports the Allen Insurance benefits division staff.
Outside of work, Nikki, who lives with her family in Camden, is active in her community, currently serving as the marketing coordinator for Megunticook Rowing, a Camden organization in which her sons are active.
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.
Valerie Robinson has been with Allen Insurance and Financial since 2007. She enjoys the constant challenge of working in our business insurance division. She has earned both the Accredited Customer Service Representative and Certified Professional Insurance Agent designations.
Theresa joined our company in 2016. She enjoys being part of a team which works hard every day to provide top-notch service and support to our business insurance customers. She earned her Accredited Customer Service Representative in Commercial Lines designation in July 2023.
A native of Bass Harbor and a graduate of Mount Desert Island High School and Bay Path College. Outside of work, she enjoys spending time with family in the Maine outdoors.
An account manager in our marine insurance division, Stephanie joined the Allen team in 2010.
Stephanie holds a bachelor's degree in public administration as well as a certificate in human resources. She holds both the Certified Marine Insurance Professional and the Accredited Customer Service Representative designations.
Stephanie lives in Camden with her husband. She is an active member of a number of local organizations including the Camden Area Business Group and the Camden Rotary Club; she serves on the board of directors of both organizations. Outside of work Stephanie enjoys spending time at the family camp and exploring northern Maine by snowmobile in the winter.
Stephanie lives in Camden with her husband. She is a member of the Camden Select Board and an active member of a number of local organizations including the Camden Area Business Group and the Camden Rotary Club; she serves on the board of directors of both organizations. Outside of work Stephanie enjoys spending time at the family camp and exploring northern Maine by snowmobile in the winter.
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.
Scott Carlson joined our company in 2011. He volunteers on the board of the Merryspring Nature Center and for the Midcoast Maine Chapter of the New England Mountain Bike Association. He lives in Union.
Sam joined our company in 2008. Sam enjoys spending time with friends and family, especially activities that allow her to spend time outdoors (and her dogs like that, too). She lives in Rockland.
Sally Miles joined Allen Insurance and Financial in June 2014.
A native of Belfast and a graduate of the University of Maine in Orono (BS-Business Administration), Sally is a licensed property & casualty and life & health insurance producer in Maine. Sally started her career with Allen as a commercial lines producer and in December 2022 was named Operations Director for our company.
Like many of our staff, Sally is a member of her local Rotary Club (Belfast, since 2015). Outside of work, Sally enjoys reading, physical activity, and spending time with family. She and her family live in Belmont.
Rachel’s job may keep her in the background at our agency, but her work is an important part of everything we do. A native of Pittsfield and a graduate of the University of Maine, Rachel has been with our company since July 7, 2007 (the specific date – 07/07/07 – is worth mentioning since Rachel is a numbers person).
Rachel lives in Camden with her family. Her interests outside the office include projects around the house, playing the keyboard, taking a tap dance class and watching her children play sports and do their activities.
