Bellevue Office

Bellevue Address
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3055 112th Ave. NE, Suite 102
Bellevue, WA 98004
Local Phone: (425) 803-3844 | Toll-Free Phone: (800) 440-5433

 

Bios

 

Bob Merz, CLU, ChFC – Advanced Sales  bob@merzagency.com

staff_bobBob Merz’ area of expertise is advanced case design including business & estate planning, financial underwriting & joint work. He works effectively with attorneys, CPAs and financial planners to implement innovative insurance solutions.
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Kristin Merz, CLU – Sales Support/ Contracting & Commissions kristi@merzagency.com

staff_kristiKristi Merz focuses on working with producers to assist them in being successful in the field. She knows the product line of each carrier and will recommend the appropriate product to fit the client’s needs. She also handles advanced underwriting and works directly with carrier underwriters when she sees an opportunity to improve an underwriting outcome. In addition she oversees Contracting & Commissions.

Kham Cun –New Business Case Manager  kham@merzagency.com

Staff Photos 069Kham Cun handles application processing through policy issue & delivery. She is detail oriented and makes sure all relevant facts are conveyed to the Carrier. She has over 20 years of experience & strong relationships with Carriers to get cases through underwriting as quickly & efficiently as possible.

Erika Hargrew – New Business Case Manager  erika@merzagency.com

Erika Hargrew handles application processing through policy issue & delivery.

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