|
|||||||
Portland Address |
|
|||||||
| Portland Staff | |||||||
| Staff Member | Responsibilities | ||||||
 |
Kevin Merz, CLU, ChFC | Case Design | kevin@merzagency.com | ||||
| Kevin Merz works with agents on cases that "fall outside the norm", ie: advanced sales concepts, impaired risks, jumbo face amounts, competitive analysis. | |||||||
| |
|||||||
 |
Bill Walker | Life Underwriting/ Annuities |
bill@merzagency.com | ||||
| Bill Walker is responsible for underwriting life new business, providing illustrations and all annuity business. | |||||||
| |
|||||||
 |
Korin Johnson | Life Underwriting | korin@merzagency.com | ||||
| Korin Johnson is responsible for underwriting life new business and providing illustrations. | |||||||
| |
|||||||
 |
Steve Santos | Long Term Care/Marketing | steve@merzagency.com | ||||
| Steve Santos heads up our Long Term Care division and handles both LTC and life insurance marketing. He provides sales support and is available for joint sales calls and plan design consultation. | |||||||
| |
|||||||
 |
Dannet Cramer | Long Term Care/ Commissions/ |
dannet@merzagency.com | ||||
| Dannet Cramer is responsible for Long Term Care contracting and new business from pre-screening through settlement. She also handles all commissions and policyholder service processing for both life and LTC. | |||||||
| |
|||||||
 |
Caroline Simnitt | Life Contracting/ Life Underwriting |
caroline@merzagency.com | ||||
| Caroline Simnitt is responsible for underwriting new business, providing illustrations and handles all life insurance contracting. | |||||||
Seattle Address |
|
|||
| Seattle Staff | |||
| Staff Member | Responsibilities | ||
 |
Bob Merz, CLU, ChFC | Case Design | bob@merzagency.com |
| Bob Merz is available for advanced underwriting, joint interviews, and case design. He can assist in selecting the right product and the most saleable concept to assure you a competitive advantage. | |||
| |
|||
 |
Kristin Merz | Internal Marketing | kristi@merzagency.com |
| Kristin Merz knows the product line of each carrier and can recommend the most appropriate one to fit the client's needs. She is also responsible for internal marketing and broker seminars. | |||
| |
|||
 |
Lily Javellana | Underwriting | lily@merzagency.com |
| Lily Javellana is responsible for new business processing. She works with the home office underwriters and reviews all offers to verify the client is getting the most favorable evaluation possible. She handles the case through policy issue. | |||
| |
|||
 |
Esther Neal | Policy Issue/Commissions | esther@merzagency.com |
| Esther Neal takes a case once it has been approved and follows the policy through the issue and delivery stages. She sends the policy out to the agent, is responsible for collecting delivery requirements & mailing commission statements. | |||
| |
|||
 |
Kham Cun | Underwriting/Policy Service | kham@merzagency.com |
| Kham Cun is in charge of agent licensing as well as policyholder service. She also shares the responsibility of new business processing. | |||